Sales Manager

Octavio Santos Jr, CFC

**** * **** ** *** ***, Hialeah, FL 33016

Phone: 305-***-****, E-Mail: add2bt@r.postjobfree.com

www.linkedin.com/in/octaviosantos

Regional Sales Manager/ Regional Sales VP

A focused and results driven professional with several years of experience in sales and operations management for diverse companies and industries. Has a proven track record of always leading #1 Teams throughout my career by inspiring them to perform and creating the culture necessary for change to occur. Creative and enthusiastic with established success that maximizes sales volume to exceed goals and bring profits to the bottom line. Possess excellent relationship building skills which includes training top-performing sales teams, securing strategic alliances and closing deals with top decision makers. Superb organizational abilities coupled with excellent management and communication skills.

Skill Areas: Self-motivated professionalw Strong analytical and problem-solving skills w Time managementw Strong communication and presentation skillw Proficient in Microsoft Office tools and project management toolsw Verbal & written communication skillsw Time management w Interpersonal skills

PROFESSIONAL EXPERIENCE

Franchise Masters International, LLC, Hialeah, FL (12/19 – Present)

President/CEO/Founder

From early on in my career, two things were apparent: I am a natural entrepreneur and I wanted to be in the business of helping people. I started off in the military where I first served as a Scout in the Army and then joined the Navy as a Hospital Corpsman. In that role, I was helping to save the lives of sailors and marines. For the past 22 years, I have been in the Financial Services Industry in Senior Management positions leading teams in helping clients achieve their financial dreams and goals.

Now, I help individuals who are ready to make a career change do the same, matching their unique talents and passions with a franchise or traditional business that works best for their lifestyle. As a small business owner, coach and consultant to businesses in a variety of industries, I help established professionals find the freedom to work for themselves, freedom of time and freedom to live the life they’ve always desired. So, whether you are transitioning from a corporate role in which you found yourself up to your neck in the corporate politics or experienced downsizings, a veteran leaving the military for their next challenge or international investors that want to live the American dream of owning a business and living in the USA, I look forward to helping you!

AIG Retirement Services/Valic, Plano, TX (04/17 – 08/19)

District Vice President

Responsible for the overall management, recruiting, training and production of 28 Financial Advisors throughout the Northern Part of Texas, Oklahoma and the Southern part of New Mexico

Responsible for the relationships of over 300 Employer Groups totaling over $3 billion is assets

Specialized in providing Retirement/Investment Planning to Non-profit institutions such as School Districts, Colleges, Universities, Municipalities, Hospitals and others by helping their employees enroll into 403b’s, 401a’s, 457 and 401k Plans by providing Financial Planning to employees and uncovering gaps in their Plan

Inherited a District that was ranked #41 out of 41 Districts and improved ranking to #8 in the Company and as a result qualified as a Conference District Vice President

New York Life Insurance Company, Dallas, TX (10/15 – 04/17)

Partner

Established a cross-functional team by recruiting, hiring, and developing eight financial advisors initially, and later handling a team of 14 financial advisors

Achieved more than sales target and providing superior customer service to the clients

Achieved 150% of headcount goal and 197% of sales targets

Recognized as one of the Firm’s Top Partners as well as contributed in the selection of allocated business division as the Chairman’s Top office in the country.

MetLife Premier Client Group, Plantation, FL (09/13 – 09/15)

Managing Sales Director

Responsible for the overall management, recruiting, training and production of 30 FSR’s for the largest branch office in the South Florida market

Drove sales through a product mix of Life Insurance, LTC, DI, Brokerage, Corporate Education and Group/Voluntary Benefits

Increased average weekly rep production by the formation of teams based on team selling

MetLife Resources, a Division of MetLife, Orlando, FL (03/08 – 09/13)

Regional Managing Director

Responsible for the overall management, recruiting, training and production of 36 FSR’s throughout the State of Florida and acquiring and servicing non-profit institutions with assets in excess of $3.2 billion

2013 Region ranked as follows out of 13 Regions:

#1 in Total GDC. 124% over prior year and 118% of Plan

#1 in FYGDC. 138% over prior year and 126% of Plan

#1 in % of Protection. 127% over prior year and 121% of Plan

Achieved 25 out of 36 FSR’s ranked as A/B Producers

Achieved 12 of 36 FSR’s for Conference

Achieved 19 of 36 FSR’s for MDRT

Average Weekly FYGDC per Rep increased by 40% from $2,080 to $2,898 YOY

Consistently ranked as one of Top 3 MLR Regions over the years

Served as member of MetLife’s Advisory Board and Diversity Council

Qualified as Manager for 2010, 2011 and 2013 Chairman’s Council

Recognized as 2011 and 2013 Regional Manager of the Year

Qualified as GAMA International’s International Management Award in 2011

Qualified as GAMA International’s Front Line Leader Award in 2011

Qualified as Manager for 2009, 2010, 2011 and 2013 Leader’s Conference

Selected as Main Platform Speaker at MetLife’s National Management Meeting

Selected and provided an interview to Hispanic Career World Magazine

The South Financial Group, now known as TD Bank, Coral Gables, FL (4/06 – 12/07)

Regional Manager, Senior Vice President

Responsible for the overall production and management of the Wealth Management Division for the State of Florida for Series 7 and licensed banking associates which includes 35 Retail Bank branches with a deposit base of $1.5 Billion

Managed the Investment, Trust, Private Banking, and Insurance Divisions within Wealth Management

Built up entire Division from ground floor where there was no previous presence

Increased revenue from $0 to $4 million in 2007

Recruited, hired, trained and directly supervised 38 Financial Advisors, 3 Trust BDO, 3 Private Bankers and 3 Registered Sales Assistants

SunTrust Investment Services, an affiliate of SunTrust Bank, Miami, FL (1/04 - 4/06)

Regional Sales Manager, First Vice President

Responsible for the overall production and management of the Wealth Management Division for South Florida for Series 7 and licensed platform bankers which includes 43 Retail Bank branches with a deposit of $3.2 Billion

Achieved 97% of Revenue Goal in 2004 with $8.7 Million in production

Achieved 102% of Revenue Goal and increased Year over Year production by 16% in 2005 resulting in $10 Million in production

Ranked as #1 Region out of 23 Regions in terms of Year over Year Production in 2005

Implemented new licensed banker program in 2004 resulting in 63 newly licensed bankers and achieved 111% of 2004 Goal and 124% of 2005 Goal

Responsible for the International Banking Division and teaming up Private Bankers with Personal Financial Advisors to provide offshore investments to NRA clients resulting in $4.5 million in revenue in 2004

Recruited, hired, trained and directly supervised 32 Investment Consultants, 3 Personal Financial Advisors, 2 Operations/Compliance Officers, 2 Product Specialists and 6 Investment Associates

Union Planters Financial Services, now known as Regions Bank, Miami, FL (11/02 - 1/04)

Regional Sales Manager, Vice President

Region ranked as #1 out of 17 Regions in the Company

Took Region from 37% of Fixed Annuity Goal in 2002 with $13 Million in Sales to 125% of Goal in 2003 with $24 Million in Sales

Surpassed Total Combined Revenue Goal in 2003 with $3.3 Million

PROFESSIONAL DEVELOPMENT & CREDENTIALS

NATIONAL UNIVERSITY, San Diego, California

Bachelor of Business Administration in Accounting

PROFESSIONAL LICENSES:

Certified Franchise Consultant (CFC)

Series 7 – Registered General Securities Representative

Series 24- General Securities Principal

Series 63 – State Registered General Securities Representative

Series 65- Investment Advisor

Series 53- Municipal Securities Principal

Life, Health & Variable Annuity License (215) – State of Florida

CLTC – Certified in Long Term Care

Personal:

United States Navy: Honorable Discharge HM2

Unites States Army: Honorable Discharge Spec4

~ Expert in Sales & Operation Management

Hands on knowledge of accounting~

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