Sales Customer Service

Edward Machado

** **** ***, ******** **- ***** . *****.*******@*****.*** . 203-***-****

SUMMARY: I've had a wide range of professional experiences. From working

as a sales and marketing director, co-owning my own magazine

publication, specializing in commercial real estate, executive

office suites, financial services, the acquisition of life

insurance policies through life settlements and premium

financing, employee benefits and revenue cycle management.

Within each task, my roots and foundations have always been

grounded in the sales, sales management, marketing and business

development arenas. I find that most individuals who are fixed

within a particular segment of the market place become stagnant

and complacent in their approach and results. Through the years,

I've developed the experience and knowledge to enable me to both

train and sell with a certain level of finesse and

sophistication. My goal is to always continue to be a solid

resource to my networking partners and provide my clients and

prospects with the proper solutions based on a specific and

detailed needs analysis profile.

EXPERIENCE:

REGUS MANAGEMENT GROUP Norwalk, CT

General Manager 04/14 - Present

Providing full time, part time and virtual office solutions

through business to business channels.

Staffing, training and management of customer service staff

members.

Management and execution of advertising strategies to

increase self-generated lead sources.

Networking with Real Estate and Accounting professionals to

develop strategic partnerships.

Managing budgets, P&L models and expense projections.

85+ Transactions Closed accounting for $350,000 in revenue

in the past 6 months.

ACCELERATED LIFE SOLUTIONS Stamford, CT

Vice President of Life Settlement Trading 05/13 - Present

Sales management of life settlement broker's marketing and

lead generating strategies.

Email marketing, social media marketing platform and

branding management.

Networking with Financial Advisor and CPA contacts to

increase case submission.

Creation and execution of newsletters and blogs to elevate

company and service awareness.

CREDIT CENTER, LLC Danbury, CT

Vice President of Sales and Marketing 05/12 - 11/13

Management of entire business development, sales, marketing and client

procurement operations.

Direct marketing and sales through email, phone, mail and face to face

campaigns.

Management of web content, design and updates. Branding of all marketing

materials and social media strategies.

Pursuing clients within the medical, commercial, retail, trade and

municipal arenas.

Direct negotiator of all contracts through completion.

Over 5 million of accounts receivables submitted annually through marketing

and sales efforts.

PAYCHEX Norwalk, CT

Human Resource Sales / Pre-Tax Benefit Consultant 05/11 - 05/12

Designed and implementing pre-tax solutions for small business owners

within a broad territory area.

Focused on consultative products to reduce the taxable footprint of both

employers and employees alike.

Built strategic alliances with Financial Advisors and CPAs to increase

productivity through cross referrals.

Conducted enrollment meetings with business owners and their staff to

educate participants on the benefits of participating in a 401k and

Flexible Savings Account Programs.

Established and managed over 100 401K Plans and over 30 FSAs annually.

ALLFINANCIAL GROUP LLC / CAPITAL CREDIT GROUP LLC Stamford, CT

Sales and Marketing Director / Lead Negotiator 04/07 - 05/11

Ran the sales division for the life settlement provider and premium finance

lender.

Negotiated with top agents, brokers and aggregators on each case submitted.

Participated in business development meetings with the CEO, in order to

stay competitive and find new channels of revenue.

Developed and maintained a database that tracks post-financing

performances, investor participation and new business pipeline.

Marketed services to national MDRT, CSA, CLU Database and Top of the Table

Database.

Interacted with top agents and conducting email marketing, advertising and

client development to enhance growth of the business.

Gathered case data such as life insurance Illustration, life expectancy

reports, medical records, insurance questionnaire to conduct full internal

medical and actuarial underwriting.

Assisted with life settlement pricing models using various pricing modules

(Life Web, M.A.P.S - Milliman, Datalife).

Developed personal pipeline report averaging over 2000+ cases submissions

on a semi-annual basis.

Negotiated the acquisition of over 1 Billion dollars of face value.

Assisted with closing documents from negotiation through the execution

stages.

NEW ENGLAND WEALTH STRATEGIES - NEW ENGLAND FINANCIAL / MET LIFE

Westport, CT

Financial Representative 9/06 -04/07

Generated leads for the company by offering financial solutions through

life / health insurance and securities.

Conducted personal financial planning, using LEAP and Profiles (Financial

Planning Models).

Built alliance relationships with Mortgage Brokers, PC Insurance Brokers,

and Accountants while also cultivating and pursuing natural markets.

Identified drivers, risks and opportunities along with action plans to

drive business performance and increase revenue.

PULSE MAGAZINE LLC / CAFFEINE MAGAZINE Stamford, CT

Co-Owner / Advertising Director / Writer 1/06 - 11/08

Bi-weekly publication, 10,000 magazines in circulation throughout the

Stamford/Greenwich/Norwalk areas.

Established and maintained relationships with various private businesses in

the target marketing area.

Cultivated prospective leads in the market segment (Stamford/Greenwich

Norwalk), conveying the features of PULSE/CAFFEINE.

Conducted various research initiatives, using various techniques including

competitor analysis, pricing analysis, packaging, etc.

Automated processes to manage and increase monthly advertising sales.

Introduced fundraising proposals to raise awareness for the product and

broaden target area.

Evaluated effectiveness and efficiencies of current programs in delivery of

services to clients.

JORDAN PUBLISHING / FORECLOSUREWORLD

Norwalk, CT

Senior Sales and Recruiting Manager

4/02-1/06

Sold online memberships to clients interested in foreclosed real estate for

investment or primary residential purposes.

Implemented strategic sales, marketing and business development training to

increase productivity.

In charge of recruiting, hiring, training and managing a staff of new sales

and business development consultants.

Maintained and managed a staff of 15-20 consultants in the division.

Generated on average of 60-70 sales/week, highest earning team in the

company for three years.

SKILLS: Technical: MS Office: Outlook, Microsoft Word, Excel,

PowerPoint ., MAPS, Datalife, CRM Salesforce / Citrix.

Marketing Analysis: Competitor Analysis . Target Market

Analysis . Research Techniques

Licenses: Life and Health

Producer's License (non-active)

Series 6 and 63 Licensed in CT, NY, NJ, MA, FL (non-active)

Languages: Fluent in English,

Portuguese, and Spanish.

EDUCATION: PUC - Pontificial Universidade Catolica de Minas Gerais Brazil

2002

Bachelor of Sciences,

Major: Business Administration; Minor: Marketing

INTERESTS: Writing (three finished works of fiction), poetry, soccer,

swimming, personal investing

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