Sales Account Executive

Claude F. Thomason, Jr.

**** ******** **** **** 804-***-****

Richmond, Virginia 23229 ***********@*****.***

Experienced Sales Executive

A proven sales and management/coaching professional, delivering sales results through own activities and other professionals. Personal sales results delivered on business plans based on activity and customer relations.

Key Qualifications & Strengths

New Business Generation Campaign Management Account Management

Sales Coaching Sales Training Marketing

Awards / Certifications

1989 – Chartered Life Underwriter (CLU) 1989 – Chartered Financial Consultant (ChFC)

1996 – President’s Club Winner 2009 – Google Certified

Professional Experience

hibu (formerly Yellowbook) - Media Consultant - Richmond, VA (05/2008 – 06/2015)

Penetrated assigned markets of small & medium businesses working with owners to promote their business using custom designed websites, online marketing programs, direct mail, magazines and print directories.

As of mid-May 2015, lead region in YTD total sales of $260,000 at 104% to objective.

Led region in new sales generated in each of the last two quarters of 2012.

Ranked #1 in region in customer retention in 2012.

Security National Mortgage Company - Account Executive - Richmond, VA (04/2007 – 04/2008)

Peoples Choice Home Loan, Inc - Account Executive - Richmond, VA (10/2006 – 03/2007)

Equibanc Mortgage, Inc - Account Executive - Richmond, VA (11/2005-10/2006)

Novastar Mortgage, Inc - Account Executive - Richmond, VA (01/2004-11/2005)

(due to turmoil in the industry, these companies are either out of business or operating at a reduced level)

Developed and executed marketing programs of wholesale mortgages to brokers, expanding two geographic regions in Virginia (Richmond and Northern Virginia).

Aggressively marketed programs and ranked in top 20% YTD of Northeast Region with $25 million through first three quarters of 2005.

Generated $17.5 million in sales during 2004, focusing on sales activity and building client relationships.

AXA Advisors, LLC - Sales Representative - Richmond, VA (07/2003 – 10/2003)

Initiated marketing activities that generated sales in life & long-term care insurance, investments, and retirement planning.

Claude Thomason, Jr. Page 2 of 2

CitiStreet, LLC - Regional Marketing Manager - Richmond, VA (11/1999-02/2003)

As a wholesaler, trained and coached producers from the Carolinas to New England in the corporate, education, healthcare and government markets. Product focus included life & long-term care insurance, annuities, mutual funds, IRAs, and managed accounts. Facilitated the installation of worksite employee benefit programs.

Increased investment sales 45% and insurance premiums 22% over 2001 & 2002 by teaching and demonstrating assertive sales techniques and by developing communication and reference tools to support sales effort.

Directed and supported sales activities by developing and presenting training programs and joint field work that increased life insurance sales 91% during 2000.

Coached producers on business planning, territory management, prospecting, consultative selling, product knowledge, laptop utilization, and document requirements, consistently receiving bonuses.

Account Executive - Richmond, VA (01/1995-10/1999)

Marketed deferred compensation in government market through educational client presentations and individual counseling sessions.

Aggressively implemented annual business plans, becoming top regional sales producer in 1995, 1996, 1998, and 1999.

Generated $4.5 million in new business during 1999 by aggressively scheduling client presentations and high volume of sales appointments, and by actively managing key contacts throughout two sales territories.

RBC Dain Rauscher - Financial Consultant - Richmond, VA (10/1993-10/1994)

Sold stocks, mutual funds, and annuities, as securities broker, to broad base of upscale retail clientele.

Generated new sales by aggressively implementing marketing plan, becoming finalist in sales contest in branch of 25.

Prudential Financial, Inc. - Marketing Manager - Richmond, VA (10/1987-10/1993)

Directed marketing and training programs for four (4) offices in region. With one direct report, responsibilities included lead generation, training in business and estate planning, sales support, newsletter publication, motivational programs, client database management, and management support.

Increased life insurance sales with creation of internal wholesaling desk, providing support on product information, utilization of proprietary sales software, and generation of customized marketing materials.

“Jump-started” sales through sponsorship of prospect generating programs, sales contests, and recognition galas, generating significant sales volume.

Developed sales projection models for branch managers, increasing focus on producer activity levels to manage to, and resulted in selection to pilot corporate forecasting system.

Education

North Carolina State University - Masters of Science

Hampden-Sydney College - Bachelor of Science

University of Memphis - Courses in: economics, accounting, marketing

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