Sales Management

Jaime S. Baumann

**** *. ******** ******, #****, Lone Tree, Colorado 80124

303-***-**** *****.*.*******@*****.***

Sales and Marketing ~ Client Relationship Management ~ Problem Resolution

Business Development ~ Leadership ~ Communication ~ Presentations

Consultative Sales ~ Territory Management ~ Solution Selling ~ Negotiations

Team Building ~ Training ~ Lead Generation ~ Branch Operations

Systems & Procedures ~ Field Liaison ~ Distributor Relations

* A results-oriented, intuitive problem solver with expertise in key

account business development, sales and territory management. Skilled

in building relationships, creating new business, managing accounts

and implementing procedures for responsible business growth.

* Demonstrated ability to ascertain needs and goals quickly, assess a

situation and find solutions that deliver long-term results. Highly

skilled in interfacing with executive management to ensure best

positioning of products and services.

* Exceptional knowledge of the financial industry and the ability to

build strong relationships to increase revenues. Known to thrive in a

fast-paced environment while motivating teams to meet and exceed sales

objectives.

KEY ACHIEVEMENTS

. Responsible for new business development, cold calling, profiling and

qualifying candidates for job placements.

. Acted as liaison to GPO Sales Force, ensuring that all issues and

queries are resolved and answered as efficiently as possible.

. Developed an exceptional ability to assess needs to target the type of

sales opportunity necessary to generate sales.

. Created and built strong working relationships with my clients,

advisors, wholesalers and senior management.

. Utilized my leadership skills to manage a team of internal

wholesalers.

. Coached and mentored internal wholesalers on sales techniques and lead

generation.

. Developed and implemented sales, calling campaigns and product

strategies.

. Researched and developed training materials outlining the major

talking points for financial products.

. Conducted continuous training covering complex products and software

systems for new internal and external staff.

. Delivered sales presentations to potential key accounts.

. Led a team to resolve unknown trades, which resulted in faster

processing of incoming sales transactions.

. Acted as a resource and liaison in providing solutions to problems and

in working with multiple departments/affiliates to help promote sales

growth.

. Nominated for the President's Award by the Executive Management Team.

. Developed and implemented business plans for wholesalers to determine

key areas of focus and expected sales.

. Provided a consultative approach to selling Mutual Funds, SMA's,

Annuities and Wealth Transfer solutions.

. Responsible for maintaining a top producing territory and being a

liaison for the Internal Sales Desk.

. Traveled with and without external wholesalers to develop advisor

relationships and improve client retention.

. Handled claims related to medical care, vehicle accidents and personal

injury protection.

. Provided verbatim translation of proceedings including trials,

depositions, government hearings and board meetings. Transcribed,

proofread and submitted proceedings into written transcripts for

clients.

CAREER SUMMARY

Healthcare Recruiter

~Integrity Healthcare, Englewood, Colorado ~ 2014 - Present

Account Executive

~My Office Etc., Windsor, Colorado ~ 2013 - 2014

National Account Executive

~Sun Office Products, Centennial, Colorado ~2012 - 2013

Internal Sales Director

~Great-West Life and Annuity, Greenwood Village, Colorado ~ 2009 - 2011

Sales Desk Manager

Team Lead/Internal Wholesaler

~Old Mutual Investment Partners, Denver, Colorado~ 2004 - 2008

Internal Wholesaler

~Transamerica Capital, Inc., Denver, Colorado~ 2000 - 2004

Court Reporter

~Agren Reporting and Video, Denver, Colorado~ 1997 - 1999

EDUCATION and PROFESSIONAL LICENSES

Certified Shorthand Reporter, California School of Court Reporting,

Riverside, California

Previously Series 7, 24, 66 and Colorado Life and Health Licensed

Contact this candidate