Customer Service Sales

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Robert Tillmann Profile Summary

• Excellent presentation/communication skills.

* ********* *** • Adept at leading and training sales teams. Results driven.

Antonio, Texas

***** *********t History

210-***-**** CCS

July 2014 – Present Harland Clarke

Robtillmann22@g

• Proactive outbound calls to promote, explain uses and benefits of client’s

mail.com products. Meet all required prequalification for services and make

appointments for Area Account Managers to deliver contracts and oversee

service installation.

• Consistently met or exceeded and metrics and push goals. Set several new

lead records in first 3 months. Cover floor agents for supervisor as needed.

Licensed Customer Service Representative

August 2013 – April 2014 Connexion Point

• Assist trainers with presentations using decks and interaction tools to

present new rules and changes of Medicare, MA, Medicaid and all PDP

plans for assigned vendor.

• Assist existing beneficiaries in understanding new rules, informational

choices and benefit explanations.

Owner/Business Development Manager

June 2008 – June 2013 Grey Wolf Ventures, Inc. San Antonio, Texas

• Founded and launched commercial cleaning company focusing on post

construction clean up. Developed strong relationships with several

constructions companies – becoming preferred vendor. Revenues

exceeded $1 M three of last five years. Sold assets in 2013.

Financial Services Adviser - Wholesaler

March 2007 – November 2008 State Farm, San Antonio, Texas

• Conducted meetings and sales presentations with clients involving Life,

Annuity. Mutual Funds or Estate Planning needs. Act as Financial Product

Advisor to Agents and their clients.

• Organized, conducted and monitored study groups with top 120 licensed

agents.

Regional Sales Director - VP

ING Investments, 2001-2007

• Served as regional wholesaler for variable, fixed and immediate annuities

for bank and independent distribution channels for the Texas region.

• Created and maintained quarterly comprehensive marketing/contact plans

to identify best prospects and provide the best support for top producers.

Education and Credentials

Sam Houston State University B.B.A., Finance

Licenses: Group 1, Life/Health, Property and Casualty

AHIP Certified / Licensed Medicare Sales

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