Sales Management

Sharon Beitzell

Email: *********@********.***

Address: *** ** ***** **** **

City: Waukee

State: IA

Zip: 50263

Country: USA

Phone: 612-***-****

Skill Level: Experienced

Salary Range: $150,000

Willing to Relocate

Primary Skills/Experience:

Sales Relationship Building Mutual Funds Investments Business Development

Educational Background:

Bachelors Degree, Business Adminstration

Strayer University, 09/2002 - 09/2004

District of Columbia, DC

Job History / Details:

SHARON I. BEITZELL

195 NE Grace Wood Dr. Waukee, IA, 50263

Mobile: 612-***-**** Email: **************@*****.***

Career Profile:

Over eighteen years of experience in the financial services industry, combining a proactive and creative approach to consistently drive sales and increase profit margins. Natural leader with high-level sales and marketing knowledge, and in-depth operational experience, technical savvy and cross-functional communication abilities. A true professional that is dependable and loyal and excited to use my knowledge and experience in partnership with a well-respected organization.

AREAS OF STRENGTH

Sales

Investments

Budget Analysis

Relationship Building Mutual Funds

Executive Communications

Staff Training & Development

Expense Management Marketing Strategies

Cross Selling

Client Relations

Business Development

PROFESSIONAL EXPERIENCE

MUTUAL OF OMAHA 2009 to Present

Regional Vice President

Responsible for wholesaling mutual funds, alternative investments, and separately merged accounts in the states of Minnesota, Iowa, Nebraska, North Dakota, and South Dakota.

Accountable for the coverage of all channels.

Increased the number of producing representatives by over 100%

Doubled production in 2010.

Charged with establishing relationships in Wells Fargo Advisors, LPL, Wachovia, UBS, Royal Alliance, ING, Mutual of Omaha, RBC, Stifle Nicolaus.

Exceeded sales objectives.

DREYFUS INVESTMENTS 1997 to 2009

Senior Vice President Midwest Territory

Responsible for wholesaling mutual funds and separately managed accounts in the states of Minnesota, Iowa, Nebraska, North Dakota and South Dakota.

Covered all channels.

Established relationships in Wells Fargo Advisor, Ameriprise Financial, Raymond James, Linsco Private Ledger, FNIC, RBC, Wachovia, UBS and Smith Barney.

Worked closely with training department and key note speaker to develop a number of programs directed towards helping investment professionals get more production out of their current client base.

Networked with team members to share and develop ideas and trainings.

Worked closely with sales trainer to deliver presentation skills and linear sales training to investment representatives and senior management in key account relationships.

Extremely creative in -Thinking Outside the Box- regarding marketing and sales ideas.

Excellent presentation skills, averaging well over 100 seminars and training sessions per year.

More than doubled total production in major key accounts including Wells Fargo and Ameriprise Financial.

Increased number of producing brokers by over 100%.

Perennially Presidents Club status.

SHARON I. BEITZELL RESUME, PAGE 2

LASALLE ST. SECURITIES 1997

Regional Director

Prospected and developed quality new business financial institution relationships in Minnesota, Iowa, Wisconsin, and Illinois ranging from $35 million to $2 billion.

Collaborated with investment representatives to develop marketing strategies, campaigns, and seminars.

Conducted branch referral trainings to promote a cross-selling culture within client institutions.

GREAT NORTHERN INSURED ANNUITY CORPORATION

(GNA/GE CAPITAL ASSURANCE) 1994 to 1997

Marketing Coordinator Community Banks

Responsible for wholesaling Participated in all phases of program management including business development, implementation, administration, systems, training, sales, and relationship management in Minnesota, Wisconsin, Illinois, Iowa, South Dakota, and North Dakota.

Collaborated with bank senior management to develop annual business and marketing plans.

Wholesaled proprietary mutual funds and annuities.

EDUCATION

STRAYER UNIVERSITY

Bachelor of Science, Business Administration

LICENSES

NASD Series 7 and 66

Variable Life and Health Insurance Licensed

Charted Retirement Planning Counselor

PUBLICATIONS/AWARDS

Contributor: -Breaking Through: An Anthology Edited by Barbara Stanny

Exceeded sales objectives

Perennially Presidents Club status

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