Michael P. Wolfman, CLU, ChFC
Cell 954-***-****● firstname.lastname@example.org
Sales, Marketing, Recruiter, Trainer, and Entrepreneur who has hired, led and trained revenue-producing teams for start-up and existing small businesses in multiple industries. Applies industry expertise in corporate finance, residential mortgage origination, factoring & diversified financial services. Developed book of business and network includes: Attorneys, Accountants, Bankers, Physicians, Mfgrs, CEO’s, and Contractors.
Expert presentation and facilitation skills
Leadership, team building, training
Strong sales and negotiation skills
Networking and relationship building
Purchasing and Logistics
New business development
US Army (82nd Airborne), Partnered with directors and senior management to incorporate optimum sales and training strategies which resulted in stable sales and good staff morale with minimum turnover.
Coordinated and nurtured a team of top producers via monthly meetings focused on advanced sales concepts and proactive client outreach which increased their results by 50 percent.
Proactively analyzed client business needs, identified value added opportunities and structured customized solutions which increased market share by over 30% over previous levels.
Developed relationships with small and medium sized business owners fostering referral and repeat business.
Recruited, coached and trained entire sales team towards effective and self-sustaining sales skills which reduced time to close ratio by a third.
Developed training solutions that met specific business/education needs of the institution and resulted in the achievement of sales goals.
Spearheaded the review, evaluation and modification of numerous training materials in both education and financial sectors that ensured compliance and quality.
Conducted new hire and recurrent training utilizing current instructional methodologies and reinforcement techniques which consistently generated a high-performing staff.
Self-Promoting Professional Singer - 2008 – Present
Performs part-time at Country Clubs, Cocktail Lounges, Corporate & Private events, Condo’s and Retirement communities in New York, Southern California, and Florida
Partsbase – Boca Raton, Fl - 2014 –2015
Commercial and Government Aircraft parts database
Sales associate - parts locator service, technology provider, marketing outlet, and research tool for clients worldwide
Mediation.com – Boca Raton, Fl - 2012 –2014
Internet sales and marketing platform business for the legal profession
Sales Manager - Manager of telemarketing sales. Created sales scripts, hired and trained staff who prospected and closed sales.
Wolf & Bear Holdings Corp. DBA Wolf & Bear Distributors –
Ft Lauderdale, Fl. 2006 – 2008
Import business for ceramic roofing tile from China selling products to developers, country clubs, and home owners through roofing companies, architects, private adjusters, builders & contractors nationwide.
Managed Sales, Marketing, Administration, Quality Control, Shipping & Receiving.
Amerifund Capital Group, LLC./Invoice Funding USA, Inc/Cash Flow Concepts – Boca Raton, Fl 1992 - 2008
Business outsourcing company who provided Accounts receivable financing for small & medium sized business & public companies unable to obtain financing through traditional sources.
Applied skills in sales and marketing to capture small business accounts
Statewide Capital Corp. – Boca Raton, Fl 1988 - 1990
Mortgage Brokerage Business – provided 1st, 2nd and Equity loans to home owners through direct marketing as well as through a brokerage network.
Applied skills in sales and marketing to capture local mortgage business
HOFSTRA University Uniondale, NY - Business and Finance. AMERICAN COLLEGE BRYN MAWR, PA - CLU, ChFC
LONG ISLAND SCHOOL OF Real Estate.
Mortgage Broker Business - Florida
Real Estate Sales – NY
Life and Health Insurance - NY and FLORIDA
Securities Series 7
Series 24 Registered Principal