Sales Customer Service

RODERICK T. MARSHALL

**** ***** ***** ** • Sugar Land, Texas 77479

832-***-**** • *****************@*****.***

Sales Representative

Analytical and results driven Sales Professional with more than 16 years of experience

with Business to Business and Outside Sales experience. Maintained an exceptional

client retention record by delivering beyond client expectations and constantly searching

for ways to improve client experience. Possess key deliverables in:

• Tax Planning • Sales and Marketing • Income Planning

• Customer Service • Sales Presentations • Cold Calling

• Account Retention • Referrals and Prospecting • Lead Generation

• Networking • Communication

Sales Presentations • Customer Service • Wealth Management

PROFESSIONAL EXPERIENCE

MARSHALL ADVISORY GROUP, LLC, Houston, Texas • 2006-Present

Outside Sales Consultant: Performed energy audits for small and mid-sized business

owners of 200 KWH. Assisted clients with private wealth management for clients with

investable assets of $500k from non-qualified and qualified accounts. Cultivated the

rollover market, by created and implementing marketing strategies to provide value

added service to HR Personnel, CPAs, Luxury Real Estate Agents, Sports Agents, and

Attorney’s.

Sales and Marketing Highlights:

Organized retirement planning seminars and successfully transitioned attendees into

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clients.

Negotiated tax reductions for clients.

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Negotiated energy tax audit reductions for clients.

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Realized $ 150 million in financial and insurance sales.

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Business to Business outside sales experience.

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Realized 200 KWH monthly in energy audits for businesses.

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Intermediate Knowledge of Sales Force

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Excellent interpersonal and communication skills including a consultative sales

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approach with customers.

Qualified for sales incentive trips that only 10% of reprentatives were awarded.

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Named to a Regional Board of Directors by ranking in Top 1% of sales agents.

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Received Allianz President’s Club Award. Honored as 2007 Million Dollar Round

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Table Qualifier.

National reputation and success in healthcare sales.

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Resume

C-Level sales experience and comfortable selling to top executives.

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Developed a network of CPAs and Attorneys to provide seniors with reduced tax

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planning and preparation that annually generates $2 million in assets under

management into annuity sales.

FOX & COMPANY INVESTMENTS, INC, Phoenix, Arizona • 2005-2006

Outside Sales Representative: Prospect for new business. Assisted individuals by

analyzing current portfolios, suggestions for new asset allocations and implementations

of income planning strategies. Partnered with seniors to meet clients’ needs. Identified

sales opportunities with current and potential clients by evaluating their needs to increase

customer satisfaction.

Sales Awards and Accolades:

Introduced client appreciation events, encouraging referrals and adding a minimum

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of 10 new clients annually with investable assets of $1 million +.

Developed a network of CPAs and Attorneys to provide seniors with reduced tax

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planning and preparation that generated $3 million in assets under management

(AUM) into annuity sales.

Won Allianz President’s Club Award and named 2006 Million Dollar Round Table

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Qualifier by achieving outstanding sales results.

Resume

RODERICK MARSHALL • Page 2 • *****************@*****.***

AMERICAN EXPRESS FINANCIAL ADVISORS, Houston, Texas • 2002-2005

Financial Advisor: Interacted extensively with clients. Managed business development,

budget, and negotiations. Supervised 3 employees. Developed and built client

relationships. Consulted with clients to identify financial needs and objectives.

Recommended plans and products to help clients achieve investment goals, including

college education for children, major purchases, planning for retirement, and estate

planning. Coached and mentored more than 50 financial advisors. Interviewed and

recommended more than 50 candidates for company sales positions.

Organized retirement planning workshops at Chevron, AT&T, Shell and Conoco

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Phillips to raise $18 million in new asset under management (AUM) for financial and

insurance sales.

• Developed a network of CPAs and Attorneys to provide seniors with reduced tax

planning and preparation that created a referral source of $7 million in assets under

management into annuity sales.

• Earned Excellent Quality of Advice for Financial Planning Award by being in Top

10% of company. Ranked in Top 1% of Financial Advisors in Southwest Market

Group.

• Commitment to company values and ethical standards.

A. G. EDWARDS & SONS, INC., Houston, Texas • 2001-2002

Financial Advisor Trainee: Conducted business development activities to secure new

clients and expand client base. Followed up with existing clients to maintain accounts via

sales activities including cold calling, obtaining referrals, and setting appointments.

Cold called high net worth business owners with investable assets over $1 million

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dollars that generated $11 million in new assets under management (AUM) for the

team.

MORGAN STANLEY, Houston, Texas • 2000-2001

Financial Advisor Trainee: Solicited and obtained new clients by cold calling prospects

and setting appointments. Followed up with prospects in a timely manner. Built and

maintained strong relationships with new and existing clients.

Cultivated and helped a team of senior advisors that managed diverse client

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portfolios of $500 + million in assets under management (AUM) generating $2.5

million in annual revenue.

Cold called prospects and scheduled appointments that brought in $12 million in

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new assets under management (AUM).

Resume

SMITH BARNEY, Houston, Texas • 1999-2000

Financial Advisor Trainee: Acquired new clients and maintained existing accounts

using a variety of sales tactics, including cold calling to set up appointments and obtain

referrals.

Organized retirement planning seminars at local oil companies that generated $5

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million in new assets under management (AUM).

Note: Additional professional roles included Financial Service Representative at

MEMBERS CHOICE CREDIT UNION (1997-1999). Details upon request.

EDUCATION

Bachelor of Business Administration in General Business and Management

Texas Southern University, Houston, Texas

CERTIFICATIONS

Certified Retirement Financial Advisor

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Accredited Asset Management Specialist

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Series 7, Series 63, and Series 66 Certifications

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Certified by Texas Department of Insurance as Life and Health Insurance Agent

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Certified by Louisiana Department of Insurance as Life and Health Insurance Agent

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Resume

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