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Sales Representative Financial Services

Location:
Lewisville, TX
Posted:
December 12, 2023

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Resume:

*** ******* ******* *****

Highland Village, TX **077

Cell Phone: 469-***-****

Email: ad1wlz@r.postjobfree.com

Samuel D. Smith

PROFESSIONAL SUMMARY

Successful sales professional with a proven track record in analyzing, developing, and implementing new technology in domestic and international arenas. Utilize strong interpersonal and consulting skills to partner with team, vendor, and client for world’s largest worker’s compensation services company.

SELECTED ACCOMPLISHMENTS

Honored as Top Sales Representative for seven months

Expanded corporate market share by serving as point person for multi-company transition project

Generated over 160% of Revenue Goal for two consecutive years

Set standard for Windows Support Team by winning monthly contest 14 consecutive times before promoted to another position within company

Reduced training time 40% by volunteering to streamline company training materials

Created and implemented design plan that produced conversion utility between unique software applications

PROFESSIONAL EXPERIENCE

Inogen

Direct to Patient Sales Representative

Inbound Sales for World’s Largest Portable Oxygen Concentrator Manufacturer

Excelled in Medicare Sales and Leadership for Internal and External Customers

Persuaded Client Base to Entertain New Product Offerings

Point Person for Multiple Sales Projects and Software Conversions

PRUDENTIAL

Plano, TX

Dallas, TX

2015-2023

2013-2014

Financial Services Representative

Created and Championed Structured Settlements for TPA and Employers, and Insurance Carriers

Piloted Complex Solutions through Texas Department of Insurance

Developed Personal, Business, and Estate Plans for Clients

OCCUPATIONAL HEALTH SYSTEMS

Regional Account Manager

Dallas, TX

2012-2013

Introduced cost containment product offerings to new customers and prospects in Texas and bordering states.

Re-opened Austin and San Antonio territory for company's Peer Review and IME services

Advanced sales and revenue numbers in new and existing accounts

Streamlined on-line referral making process for customers

ISG

Regional Account Executive

Dallas, TX

2011 – 2012

Promoted and marketed surveillance, investigations, and medical management products to top national and regional accounts

Created and Established new market presence as the Southwest region's only employee

Increased sales results month after month in brand new territory

Established first-time panel presence with large national carriers, TPA's, and employers

COVENTRY HEALTHCARE

Account Sales Manager

Dallas, TX

2007 – 2011

Marketing and promoting workers’ compensation insurance and service products to top accounts in DFW, East Texas, and West Texas

Expedited branding transition from Concentra to Coventry by educating customers and promoting new products

Successfully increased sales to established accounts and channel prospects into customers, to obtain personal and company goals

Provided a portfolio of over 10 industry leading services for top company in the business

RR DONNELLEY COMPANY

Sales Team Lead (2005 – 2006)

Sales and Circulation Analyst (2001 – 2005)

Sales Representative (2000 – 2001)

Lewisville, TX

2000 – 2006

Analyzed a $20,000,000 division (United Ad Label) as Financial and Marketing Circulation Analyst

Managed contract programs for top accounts and buying organizations within industry

Developed and built strong client relations for 1,100 major accounts (Hospitality and Municipal Government)

Assessed and evaluated functionality of newly developed software to further company initiatives

SAGE SOFTWARE, INC.

Quality Assurance Analyst (1997 – 1999)

Senior Technical Support Advisor (1995 – 1997)

Dallas, TX

1995 – 1999

Trained consultants, provided customer service, and created learning materials for 530 employees, 7,000 resellers, and over 100,000 end users

Performed extensive hands-on application testing for world’s largest PC-based accounting software company

Worked closely with software engineers to research, troubleshoot, find and document test plan defects, and implement necessary changes

Provided internal and external support of all Microsoft Windows, DBMS, and business software applications

Screened potential employees, and provided external sales support

EDUCATION

B.A., Distinguished Student Award – Texas A&M University, College Station, Texas

TECHNICAL SUMMARY

Systems

PC Windows

WAN/LAN

Microsoft Office: Word, Excel, and PowerPoint

DBMS

Microsoft Access

Apple

MSSQL

Series 6

BusinessWorks

DacEasy

SalesForce



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