Sales Customer Service

William F. McMahon

*** **** ****** *****, **. Pete, FL 33704 727-***-****

*******@*****.***

Senior Sales Leader/Professional

Combining practical knowledge of the financial services industry and sales

functions with

a technical understanding of business to maximize accounts and generate

multiple millions in revenue.

Core Competencies

( Maintaining profitable long-term relationships with clients

( Developing new business directly and as a confident team leader

( Influencing customers to grow revenues and expand market share

( Accessing decision makers and building trust to achieve mutual

growth

( Delivering strong customer service by understanding needs and

diligent attention to detail

( Exceeding client expectations via flexibility, reliable follow-

through and selling with integrity

( Communicating with clients and stakeholders via spoken and written

forms for positive outcomes

( Leveraging strong interpersonal skills to generate leads, qualify

opportunities, and enhance accounts

( Working successfully with diverse personalities in company

leadership, clients, vendors, and colleagues

Experience

Channel and Alliance Representative Ceridian St. Petersburg,

FL June 2011 to November 2012

Ceridian is a company that is a recognized leader in HCM (Human

Capital Management), benefits administration, payroll and tax

services, work-force management and corporate wellness and employee

assistance. Processing more than $100 billion in annual transactions.

Key Accomplishments

. Charged with fostering relationships with benefit brokers/ HR

consultants through out my respective territory

. Achieved success in selling to various small businesses from 1

to 500 employees in highly competitor share represented markets

. Worked with organizations from various verticals including

retail, manufacturing, government contracting, etc...

. In the 17 months with Ceridian (2 of which were considered "ramp-

up"), I was responsible for bringing in $230,000 of revenue

. Charged with mentoring/training new hires to ensure their quick

growth and success in the business

. Charged with executing direct sales from leads provided by an

LDR(lead development).

. From an HCM perspective the products and services included

payroll, time and attendance, benefits administration (from

COBRA to CDHC), EAP/Health and Wellness services, as well as

recruitment and background screening

. In essence my responsibility is to assist organizations and

their human capital from hire to retire

Internal Wholesaler Franklin Templeton Investments St.

Petersburg, FL 2006 to 2011

Franklin Templeton is a recognized leader in the financial services

industry providing world-class mutual fund and sub account investments

varying from domestic to international, both fixed income and equity

investments choices as well as tax-free investments. With nearly $770

billion in assets under management, FT is the home to 3 unique and

independent investment philosophies. They are...

1. Franklin is a recognized leader in Fixed Income (taxable and tax-

free) also providing world class domestic equity funds as well

2. Templeton searches worldwide for value wherever it may exist.

Templeton seeks value in Global Fixed income and equity

investing and looks to invest no more that 80% in relation to

value

3. Mutual Series is a boutique shop seeking deep discounts on the

investments. Not cheap stocks but stocks trading at 40-60% of

their intrinsic value.

Here I was responsible and achieved the following...

. Consistently exceeded monthly and quarterly sales goals of $12-

18 million monthly and $36-54million quarterly, while

maintaining quality and performance matrices

. Promoted to Internal Wholesaler, retirement division (2006)

working with insurance companies and 401k firms promoting our

sub-accounts available on their respective platforms.

. Promoted to Internal Wholesaler, retail mutual funds (2010)

Worked as a team with external partner, consistently making goal

of excess of $23 million monthly.

. Created and maximized various client relationships through all

channels of the financial services markets, including banks,

independent and wire house firms.

. Continually target new opportunities while maintaining hundreds

of financial advisor relationships using call and territory

rotations, discovering client advisor areas of focus, and

creating helpful solutions from a portfolio of mutual funds,

separately managed accounts, sub accounts in the retail,

retirement, DCIO and insurance markets.

. Apply integrity based selling techniques in order to uncover

needs. Provide value add sales support so valuable many

relationships considered me a partner to their individual

production.

. Received kudos from upper management for presentation skills for

internal awards ceremony

. Participated in internal sales presentation competition

Inbound Sales Associate Franklin Templeton Investments

St. Petersburg, FL 2005 to 2006

. Fulfilled a unique role in the mutual fund industry by

furthering broker dealer clients' understanding of the funds and

products available through Franklin Templeton Investments

. Proactively presented a new idea that would compliment the

financial advisors original inquiry.

. Updated client on fund pivots dividends yields etc...

. Addressed general market conditions and what Franklin Templeton

had in their product lineup that would compliment their

portfolio.

. Consistently provided clients more than expected by providing

them with consistent information and value added ideas.

Loan Officer Real Mortgage/Legacy Financial Tampa, FL

2002 to 2005

. Generated loan applications via realtor referrals,

telemarketing, advertising, and seminars to develop ongoing

relationships with 15 realtors as a partner in a local mortgage

broker with 500 annual transactions and 16 staff.

. Established a bank line with a correspondent mortgage lender to

create the competitive advantage of being able to close loans

and sell them to a secondary buyer, while also doing traditional

loan work with 4 banks

. After generating mortgage leads, qualified clients' financial

status and made appropriate recommendations using over 200

available loan products.

Financial Representative Northwestern Mutual Financial Network

St. Petersburg, FL 2000 to 2002

. Grew client base from 0 to 25 in 18 months as an insurance

broker and financial advisor for a local office of a national

insurance company.

. As a series 6 and 63 registered financial representative and

insurance specialist, with concentration in life, health and

annuity, I assisted clients in both business and personal

markets with the purchase of financial service products.

. Leveraged a needs analysis and risk tolerance approach to help

limit clients' risks of financial loss due to death or

disability, achieve retirement goals, and address other

financial goals.

. Worked with business owners in an effort to protect assets for

succession planning and exit strategies.

Mutual Fund Accountant Citigroup Tampa, FL 1999 to

2001

. Promoted to collaborate with 20 asset managers in calculating

daily net asset value (NAV) to help them better realize

investment portfolios' daily performance. Asset amongst the

portfolios varied from $1-16 million.

. Reported and verified daily pricing and account activity for

fund managers' verification and publication.

. Ensured SEC rules and client objectives were met, including

reviewing holdings, guaranteeing custodial duties, ensuring

dividends and interest were amortized properly, and calculating

bond prices.

Education and Training

90+ hours at University of Connecticut, Central Connecticut State

University and St. Leo University

Licenses

Series 6 and 63

Preparing for CRPC (Chartered Retirement Planning Counselor)

Community Involvement

Mentor, Big Brothers and Big Sisters, 2007 to present

Member, United States Tennis Association, 2005 to present

Member, Board of Directors/Vestry, St. Thomas Episcopal Church, 2011

to present

Student mentor, Doorways Program and Meadowlawn Middle School, 2008 to

2011

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