Sales Manager

Nicholas J. Lozen

***** *********, ****** ***, ** 48316; 586-***-****

*******@*****.***

Financial Services Management: Registered Principal oversee’s hiring and training of Financial Services Professionals while managing sales staff of up to 30 direct reports during eight years experience in evaluating and recommending financial services to individuals at different stages in life to help them meet their financial goals. Highly educated in financial services ranging from mortgages, IRA’s, CD’s, life insurance, Property and Casualty Insurance, Mutual funds, stocks, bonds, and annuities. A strong base in banking, planning and an ability to learn quickly make him an excellent applicant for any number of positions within the financial world.

Business Analyst: Eight years experience in business analysis using modern techniques including commercial and personal lending, cost, credit, financial and supply chain analysis. Has worked with business and personal clients to translate business and financial needs into actionable plans and results. Broad and deep skill base makes him a versatile, high impact asset to any team or project enabling him to contribute in leadership and support roles.

Account/Bookkeeping: Responsible for inventory analysis as well as financial bookkeeping for three small to medium sized companies. Accounting for $1-$5M in inventory and sales at these companies. Takes feedback from others to coordinate optimum production points and costs to companies. Creates general ledger accounts to generate usable tax tables and statements used both in support and projections.

Currently Enrolled - Oakland University - Rochester Hills, MI

Anticipated MBA with concentration in accounting May. 2015

1999-2003 - Kalamazoo College - Kalamazoo, MI

Bachelor of Arts Degree, Major: Business/Economics/Finance

Gained Industry skills with Internships in marketing, accounting and wealth management

Received 6 employee of the month awards, and winner of the banker Skills award in 2009

Built and managed books of business, including personal and commercial clients

Completed advanced managers and client advocacy training

Led analysis and decision making efforts in pricing and purchasing

Trained bankers in advocacy, as well as technical analysis of financial opportunities

Authored 45 page thesis in management analysis of US auto Industry (2003)

Holds Series 6, 63, 26, Property and casualty and life, accident and health insurance certifications

Farmers Insurance and Financial Solutions Jan 10- Current

Position: Agency Business Consultant/Reserve Field Manager

Responsibilities: Managed sales team from 5 to 30 associates while recruiting and training new associates for the competitive financial services environment.

Accomplishments: Helped grow district office to one of the top positions in zone while maintaining high goals and expectations for all aspects of business including profitability, training, and agency development. Completed multiple advanced level management training.

Peoples State Bank Oct 07 – Oct 10

Position: Personal Banker/Financial Services Associate

Responsibilities: Works in an assistant manager capacity in retail banking; responsible for training, running daily, weekly, and monthly reports, giving presentations, taking applications as well as closing Loans, and trouble shooting with clients.

Accomplishments: Received employee of the month awards, and winner of the Banker Skills award in 2009. Built and managed books of business, including personal and commercial clients.

Americas Finest Auto Wash/Odyssey Tool Sept 06-Dec 07

Position: Accountant/Bookkeeper

Responsibilities: Organized financials for 3 companies, including creation of cash flow analysis, balance sheet reading and monthly statements. Conducted inventory and sales analysis and tracking.

Accomplishments: Led analysis and decision making efforts in pricing and purchasing of steel and inventory consumption.

Quicken Loans Aug 05 – Sept 07

Position: Mortgage Banker/Team Leader

Responsibilities: Created and presented full service mortgage plans, while analyzing and solving clients long term financial goals. Mentored 10 top bankers in proper mortgage building, presenting and analysis.

Accomplishments: Trained Bankers in advocacy, as well as technical analysis of financial opportunities. Built and managed Books of business focusing on residential clients. Exceeded goals in every month.

Prudential Financial Jan 04- Aug 05

Position: Financial Services Associate

Responsibilities: Analyzed and solved financial impasses by educating clients and creating full service financial plans.

Accomplishments: Exceeded sales goals in every quarter. Completed client advocacy training maintaining excellent client sales record. Obtained Series 7, 66 and life, accident and health insurance certifications.

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