Sales Technology, Financial Wholesaling and Real Estate

John P. Allen

Westwood, MA ***** 508-***-**** ************@*****.***

PROFILE / TARGET ROLE:

NATIONAL SALES MANAGER

15+ years marketing financial services (mutual funds, bank accounts), investment advisory, and software solutions to C-level executives using B2B, direct sales, and retail sales methods. Managed small to large, multimillion-dollar corporate accounts for Oracle and John Hancock Funds. Appreciated for flexibility, product knowledge, and integrity. Selected career achievements include:

Starting and building a northeastern US sales region from the ground up into a $16M region in the first year of tenure.

Seeking opportunities to leverage existing client relationships, referring a $700K account to a financial consultant at Citizens Bank and helping secure a higher return investment transaction.

Forecasting sales targets, achieving 80% accuracy each quarter.

Closing $149K of new business in six months of employment for Tradeshow Management Services.

Sales Forecasts Business Plans Training & Development Employee Development Marketing Business Development Pipelines Lead Generation Client Service Account Management

PROFESSIONAL EXPERIENCE

Realtor KELLER WILLIAMS REALTY Centerville, MA 5/2017-Present

Market and solicit real estate listings as an independent contractor for Keller Williams Realty. Act as a representative for clients in real estate transactions. Assist client buyers in their property search. Monitor the progress of and facilitate the real estate transaction from the signing of an offer to close. Conduct open houses to present properties.

Realtor WILLIAM RAVEIS REAL ESTATE Yarmouth Port, MA 5/2014-5/2017

Market and solicit real estate listings as an independent contractor for William Raveis Real Estate. Act as a representative for clients in real estate transactions. Assist client buyers in their property search. Monitor the progress of and facilitate the real estate transaction from the signing of an offer to close. Conduct open houses to present properties.

Secured first listing within three months of signing an independent contractor agreement with William Raveis and closed on the sale of the property in less than the average listing time for Cape Cod.

Successfully represented a client in the purchase of a 900K condominium in Jamaica Plain, Massachusetts, a market with significant difference from the Cape Cod market.

Excellence Award for being the Top Selling Associate, Yarmouth Port Office, July, 2015.

Certificate of Excellence for being the Top Referring Associate to William Raveis Insurance, July, 2015.

National Sales Manager TRADESHOW MANAGEMENT SERVICES Centerville, MA 4/2012-12/2013

Sold and solicited booth space at tradeshows for the Boston Society of Architects and AEC Science and Technology. Marketed advertising space in the Architecture Boston trade publication. Built business plans, identified new prospects, completed outbound calls, forecasted sales, and updated CRM.

Achieved 117% of 2012 sales goal; ranked first in new company sales for three months.

Independent Software Vendor / OEM Channel Manager ORACLE Burlington, MA 11/2006-1/2009

Secured new partnerships, discussing market trends and sales strategy related to partner programs for an $8M+ territory. Articulated benefits of embedded software, database tools, business intelligence services, middleware, CRM, and SaaS products. Aligned services with C-level executive, manager, and developer/programmer needs. Participated in regional and channel sales presentations, trainings, and conferences. Produced and analyzed quarterly indirect sales reports and generated quarterly licensing forecasts. Coordinated technical, marketing, and sales functions.

Reached 142% of sales goal; maximized revenue for embedded product lines using a needs-based sales approach.

Established new partner relationships and grew existing royalty payment streams.

Sold and executed sales alliance contracts and amendments, working in partnership with technical representatives to present software to clients.

Regional Sales Manager FLEXIBLE PLAN INVESTMENTS Bloomfield Hill, MI 3/2003-11/2006

Marketed third party management of annuities, mutual funds, and 401(k) accounts, joining directly with independent broker-dealers without outside advertising. Closed sales, provided marketing materials, led enrollments, and maintained new and established relationships as an investment wholesaler.

Created one of the top performing territories; delivered 70% of total 401(k) enrollment rates.

Assembled and trained a new financial rep bringing in $3M+ of Pacific Life variable annuities in six weeks.

Inside Wholesaler JOHN HANCOCK INVESTMENTS Boston, MA 7/2000-2/2003

Provided outbound marketing and sales execution for retail mutual funds (John Hancock Investments, a subsidiary of John Hancock Life Insurance Company), managing $2-3M account sales in the broker-dealer community. Distributed marketing collateral and content, communicating promotions. Strengthened productive relationships with financial representatives.

Ranked in the top 33% of the sales force.

Took initiative to self-educate, training in mutual funds, rankings, and fund manager styles.

Prior & Highlighted Experience:

Account Executive & Shareholder Representative

NVEST Services Corporation Boston, MA 6/1997-7/2000

Advanced the marketing and referral programs of mutual funds to New England Financial ($125B AUM).

Investment Specialist & Customer Service Rep

Citizen Financial Group Providence, RI & Brighton, MA 11/1995-6/1997

Recognized by management for quickly mastering banking products and positively promoting efficiency, customer satisfaction, and profitability.

EDUCATION & TRAINING

Bachelor of Arts in Political Science

Bachelor of Arts in Psychology

University of Vermont, Burlington, VT

Professional Development & Technical Skills

Massachusetts Real Estate Salesperson License, 2014

Oracle, Sandler Sales System, 2006

Effective PowerPoint Presentations, John Hancock, 2001

Wholesaling, 2000

NASD Registration Series 7/63 (expired 2008)

Proficient user of Word, Excel, PowerPoint, MARS, ACT, Goldmine, & PeopleSoft

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