Sales Customer Service
Resume:
Steven M. Richman
Lake Worth, FL 33071
******@*****.***
Telephone:954-***-****
PROFESSIONAL EXPERIENCE:
Business Funding Solutions, Commercial Loan Specialist Coral Springs, Florida 2010-Present
Trained through in depth program at Commercial Capital Training Group in Albany, New York. Developed and implemented relationships with funding sources
Marketed services to local and national commercial real estate brokers.
Became part of an online lending platform that included over 2,000 lenders.
Worked with several developers helping them get their non-bankable projects funded both domestic and international
First Financial Group, Senior Financial Advisor
Boca Raton, Florida 2007-2010
Responsible for implementing marketing plan for Seniors looking to improve their investment performance.
Developed and managed new clients and existing clients.
Wrote over $9 million in annuity premium in final two years.
Recognized by National Field Marketing Office as a top performer in 2009 and 2010.
Senior Life Resource Center, Vice President
Sunrise, Florida 2005-2007
Management:
Responsible for recruiting and managing team of
16 insurance agents at start-up agency.
Managed all relationships with outside vendors
including insurance companies and senior
focused companies. Developed successful
telemarketing team. Had full P&L
responsibility. Appointed as officer of
company by parent company.
Strategic Planning:
Responsible for developing and implementing
marketing plan for new senior health plan in 2
new markets. Worked with outside company to
develop marketing materials including
brochures, flyers, advertisements, and press
kit. Was interviewed by media 4 times on the
new business.
Administration: Responsible for developing and implementing Administration
functions in Branch. Functions included computer systems,
filing systems, contracting and licensing.
Bankers Life & Casualty Company, Unit Supervisor
Plantation, Florida 2002-2005
Management: Responsible for recruiting, training, managing unit of 20 insurance
Agents at large agency. Ranked #4 in the country in my position.
Held weekly career briefings and followed with interviews of
candidates. Was authorized to make final hiring decisions.
Assisted new agents in organizing and developing their business.
Taught sales training classes on weekly basis to new and
experienced agents. Assisted Regional Director in operation of
very successful branch.
Strategic Planning: Responsible for developing and implementing marketing in
several new markets which led to large increase in sales.
This pushed our branch into top 5 in company.
Administration: Responsible for developing and implementing strategy change the
administration functions in Branch. This fundamentally
changed how agents worked their business and helped increases
production dramatically by keeping agents more focused on
sales. Strategy now being used on a national level.
Sales: Qualified for Sales Convention 3 consecutive years based on personal
production. Eligible for Million Dollar Round Table 2002 and 2003.
Long Term Preferred Care, District Manager
Nashville, Tennessee 2000-2002
Responsible for recruiting and training new agents in sales process for selling
to seniors. Interviewed candidates and had hiring authority. Held bi-weekly
sales meetings for agents. Strong sales production allowing me to qualify for
Sales Convention and Outperformers Conference for 3 consecutive years.
Equipment Leasing Specialist 1990-2000
Recruited by executive management to revitalize business relationship between
large captive lessor and its sister product companies. Planned financing and
sales efforts working directly with sales representatives, financial analysts,
and attorneys. Personally expanded communications structure between
headquarters with outside sales organizations to respond to routine and special
needs.
Structured and negotiated many complex financing transactions. Coordinated flow
of transaction from outside sales to credit to financing to funding.
Recognized for excellent customer service and vendor relations.
EDUCATION:
MBA (Finance and Business Management), 1988
The George Washington University
BBA (Accounting and Business), 1984
The George Washington University
Contact this candidate