JEFFREY S. POPE

LinkedIn.com/JeffreyPope

Dallas, TX 75231

713-***-****

ac95s6@r.postjobfree.com

Offering 25+ years of Sales

and Business Development

leadership experience in the

Healthcare and Financial

Services industries.

Expertise includes Sales

Leadership, Sales & Market

Strategy, Organizational

Development, Product

Development, and Selling to

Specialty Physicians.

Expertise

Healthcare Industry

Insurance Products

Pharmacology

Portfolio Growth

Consulting

High-Net-Worth Sales

Cross-Functional

Collaboration

Relationship Building

Recruiting & Hiring

Sales Planning &

Forecasting

Territory Management

Team Building

Market Analysis &

Strategies

Overcoming Objections

Negotiating Contracts

Closing Sales

Growing Market Share

Client Retention

Brain Images, rTMS,

qEEG, Diagnostics

Sales & Business Development Executive Entrepreneur Sales & Business Development Executive with extensive experience driving the development and implementation of market strategies to secure new business and create synergy with healthcare providers. Track record of success building multimillion-dollar portfolios from scratch, establishing and growing a startup medical consulting business into a top-ranked company, and recruiting and leading top-performing Sales teams.

Market-Leading Sales Growth: At Raymond James, company increased asset size by $1.0 Billion with 15% average P&L growth during tenure as First VP of Investments. Established and grew startup drug and alcohol intervention company to one of the Top 3 intervention consulting companies in the U.S. within 3 years.

Top-Ranked Performance History: Built portfolio from scratch to 500 accounts and over $100 Million in assets and achieved Partner status within 4 years at Edward Jones Investments. Maintained prior year’s performance of $110 Million during an economic downturn in the financial markets at Time Financial.

Expert Team Builder & Motivator: Recruited new Financial Advisors who brought in an additional $1 Billion in assets and generated an additional $10 Million in revenue for Raymond James.

Experience

HEALING SEA TURTLE, LLC — Dallas, TX January 2010 – Present Brain disorder consulting firm, specializing in mental health and traumatic brain injuries (TBI). President / Lead Medical Consultant

Lead the development and implementation of targeted strategies to secure new business and create synergy with healthcare and treatment providers. Supervise 5 Managers and 10 contract employees overseeing 50 client cases per year.

• Act as sales lead on all consulting cases, meeting with potential clients who have s mental health issues caused by complex, multi-area brain disorders that have been misdiagnosed and/or gone untreated.

• Assess client needs, advise the appropriate course of treatment, negotiate rates for client treatment with providers, and overcome objections to treatment.

• Collaborate with Physicians, Therapists, Psychologists, Hospital Administrators, treatment center staff, and other treatment providers to establish care plans and ensure fluid communications between Treatment team and clients.

• Collaborate on all levels with 2 business partners to build a top sales organization. Key Accomplishments

• Established and grew startup company to become one of the Top 3 intervention and consulting companies in the country within 3 years.

• Surpassed initial first year goal of securing 12 cases by nearly 600% (71 cases).

• Maintained a 98% close rate in 9 years (measured by clients going to treatment the day of their intervention).

• Identified and implemented a new process for assessing client needs that allowed for the very first time a complete diagnosis that is independently verified.

• Learned pharmacology and new methods of addressing client issues. JEFFREY S. POPE Résumé – Page 2 of 2

Career Progression Continued

TIME FINANCIAL, A DIVISION OF CRUMP LIFE INSURANCE — Houston, TX June 2008 – August 2009 The planning and insurance consultant to financial advisor firms throughout the United States. Regional Director of Sales / Financial Principle

Drove sales strategic planning and forecasting to secure new business and grow market share. Designed insurance products for each individual client to fund the sale of businesses.

• Sold life insurance, deferred compensation plans, private retirement plans, and other services to Financial Advisors and their high-net-worth clients ($10+ Million) including Doctors, Corporate Executives, Entrepreneurs, and Attorneys.

• Cold called over 1,500 Financial Advisors to set meetings with their clients.

• Met with clients to perform needs assessments, explain all product features and benefits, address cost objections, and close sales using a team consult approach with an Attorney, Accountant, and Financial Advisor.

• Learned medical language and worked with product specialists to learn specific product features and benefits.

• Collaborated with a team of Medical Underwriters, Attorneys, and CPAs. Key Accomplishments

• Maintained prior year performance of $110 Million during an economic downturn in the financial markets.

• Established new client portals that generated $20 Million in additional sales revenue. RAYMOND JAMES — Dallas, TX March 2005 – June 2008

National full-service diversified financial services firm, providing trusted advice and tailored solutions for individuals and institutions. First Vice President of Investments / Branch Manager / FINRA Principle Recruited and supervised Financial Advisors and oversaw over $2 Billion in assets. Managed a personal portfolio of 500+ accounts, with over $120 Million in assets, specializing in Trust Services/Guardianship management.

• Sold financial planning, investment, insurance, and trust services to Entrepreneurs, Physicians, CFOs, Attorneys, and other high-net-worth individuals.

• Performed the full lifecycle of business development, including cold calling, conducting needs assessments, selling a full range of investment products, explaining market volatility, conducting cost benefit analyses, and closing sales.

• As Branch Manager, oversaw all final compliance level issues prior to escalation to the corporate level.

• Managed P&L for the office and each Financial Advisor to assure adherence to revenue and profitability projections. Key Accomplishments

• Company increased asset size during tenure by $1.0 Billion, with 15% average P&L growth.

• Recruited 5 new Financial Advisors who secured $750M in assets and generated an additional $10 Million in revenue. EDWARD JONES INVESTMENTS — St. Louis, MO / Denison & Plano, TX May 1993 – March 2005 Full-service investment firm with 14,000 Financial Advisors and over 30,000 employees worldwide. Financial Advisor / Partner

Directed the creation and execution of strategies to drive new market development within the Dallas/Fort Worth region. Supervised 45 Financial Advisors and support staff and managed a personal portfolio of 500 accounts with $100 Million in assets.

• Co-Creator of Baylor University MBA-CRM program. Recruited over 100 new Financial Advisors.

• Identified and defined new territories, assigned territories to Advisors, and established sales goals. Key Accomplishments

• Built portfolio from scratch to 500 accounts and over $100 Million in assets.

• Achieved Partner status within 4 years and earned #1 Trust Producer for the Trust department. Education: BAYLOR UNIVERSITY, Waco, TX – Business Communication Coursework Certification: Accredited Asset Management Specialist – College of Financial Planning Inactive Licenses: Series 7, 63, 66, 9, & 10; Group 1 Life & Health Insurance

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