Sales Life Insurance
Resume:
JEFFREY S. POPE
LinkedIn.com/JeffreyPope
Dallas, TX 75231
**********@*****.***
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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