Sales Manager

Thomas A. Imler, CLU, ChFC

*** **** ****** **, **. PETERSBURG, FL 33704, ********@*****.***, 813-505-

4386

business development / sales management professional

Results-oriented financial professional and sales manager with excellent

communication and persuasion skills. Over fifteen years of sales management

performance involving recruiting and retention of highly successful

professionals. Methodical step-by-step worker and thinker with a history of

achieving results and consistent at staying the course until task is

completed. Very good listener with high empathy instincts and genuine

respect towards colleagues, associates and clients.

Areas of Expertise

. Driven, analytical, astute and business savvy sales manager with

background in insurance, retail investments, wealth management and trust

services.

. Adept in discovering new business opportunities, driving sales lifecycle

and building new markets from the ground up.

. Team leader capable of recruiting sales associates and motivating

employees to achieve higher level of productivity.

. Outstanding interpersonal relationship skills; tenaciously close business

and meet goals through a consultative approach.

. Familiar with multiple distribution channels; insurance, brokerage,

wealth management and banking platforms.

Professional Experience

KNIGHTS OF COLUMBUS FRATERNAL INSURANCE COMPANY - TAMPA, FL 2009 -

Present

Field Agent

Implement targeted, logistical approach to identify quality leads and

secure appointments. Provide comprehensive information regarding suite of

Knight of Columbus products and services (Life, DI, LTC & Annuities).

Network and prospect for new members and clientele; performed extensive

follow up responding to various inquiries from clients. Communicate

frequently with clients in an effort to retain customer base and build new

business.

Key Contributions:

. Featured speaker at council business meetings championing the products

and services available to council members.

. Organize and implement Fraternal Benefit Seminars among assigned

councils.

. Built awareness of fraternal membership throughout various catholic

church parishes in the Tampa area.

First national bank of chester county - West Chester, PA 2004 - 2008

Senior Vice President / Business Development Manager

Entrusted to grow trust, investment management, insurance and retail

investment division of this $1B, 300-employee community bank. Provided

sales management and leadership for a staff of ten officers.

Key Contributions:

. Established annual sales goals, marketing strategies and budget to

facilitate annual revenue of over $1M for the business development

department.

. Supervised sales teams consisting of Investment Executives, Investment

& Trust Administrators, Retail Investment Representatives and sales

support staff that consistently met and exceeded goals.

. Orchestrated Bank's "buy in" meeting at the Senior Management level and

implemented growth strategies to leverage cross-selling opportunities

and training for 18 retail branches.

. Led the departments on-boarding arrangement with a new Sub-Advisor and

strategic partner to manage the trust & investment management assets of

the department.

. Initiated a series of "Business Leaders Seminars" partnering with

attorneys, accountants and business leaders providing financial topics

to clients and prospects. Arranged for topics and speakers for a cable

T.V. affiliate within a retirement village.

bar financial llc, mechanicsburg, pa 1998 to 2004

National Sales Manager

Responsible for recruiting, managing, training and developing investment

representatives for twenty retail investment programs within the Community

Bank Environment.

Key Contributions:

. Managed the operational transition for on boarding of new start up

retail investment programs and programs transferring broker-dealers.

. Conducted weekly telephone performance and review sessions, monthly

sales meetings and quarterly performance evaluations to facilitate

attainment of production goals.

. Created best practices for the implementation of bank platform programs

and provided ongoing training and development to licensed bank

employees (LBE's).

. Provided wholesale function for numerous investment and insurance

products and carriers.

. Conducted on-site compliance inspections.

* * * * *

Early experience includes positions as Sales Manager, New York Life

Insurance Company (1979-1985) (1995), and General Agent, Minnesota Mutual

Life Insurance Company (1985 - 1995), Sales Manager, John Hancock (1996 -

1998), Independent Consultant - Bisys Insurance Service, Ohio Bankers

Association (1998), Series 7 & 24 securities license - Inactive since 2010

Professional Training & Licensure

Florida Insurance License: Life, Variable, and Accident & Health

Mount Saint Mary's College, Emmitsburg, MD

LIFE UNDERWRITER TRAINING COUNCIL FELLOW

Chartered Life Underwriter - American College, Bryn Mawr, PA

Chartered Financial Consultant - American College, Bryn Mawr, PA

Fraternal Insurance Counselor

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