Senior Account Manager

Michael Cote Senior Account Manager

**************@*****.*** LinkedIn 401-***-**** Cranston, RI 02921

Dedicated, passionate, professional offering extensive experience in Sales, Account Management, and Customer Service for quality organizations delivering impactful results. Skilled at: establishing client relations, defining customer needs, and presenting product solutions to meet those demands. Proficient at: client education, life cycle management, and territory expansion. Excel at: time management, organization, prioritization, and communication with colleagues and clients. A leader consistently rewarded with greater levels of responsibility due to a track record of performance and success.

Areas of Expertise include:

Portfolio Management

Contract Negotiations

Sales Quotas & Goals

Business Development

Cross-functional Teams

Pricing & Cost Control

Client Experience

Product & Service Knowledge

Pipeline Management

Conferences & Trade Shows

Presentations & Proposals

Vendor Relations

Upselling Strategies

Territory Management

Lead Generation & Prospecting

CRM Systems

Business Technology

Marketplace Intelligence

Revenue & Profit Generation

Active Listening

Team Collaboration

Financial & Insurance Services

Budget Development

Resource Maximization

Professional Experience

EXCEL TIRE GAUGE 2012 - Present

National Sales Northern Territory

Delivered exceptional support serving current accounts and prospecting for new clients within an assigned territory. Established quality relationships with clients, determined needs, and presented products to fulfill those needs. Maintained extensive product knowledge in an effort to educate customers on the value offered by the product.

Key Accomplishments:

Closed deals with nationally renowned organizations including: Hy-Vee, Kwik Trip, Holiday Companies, Stewarts Shops, Town Pump, Avis/Budget Car Rental, Bridgestone Affiliated Retailer Nationwide Network (US and Canada), and convenience stores (C-stores) and tire shops throughout New England.

Executed new business through direct sales, business trips, email campaigns, and national tradeshows.

Promoted digital air inflation units to the convenience store industry, tire shops, and auto rental companies.

Prospected a 40 C-store chain, secured a meeting, and signed a 5-year agreement generating significant revenue on behalf of the organization. Subsequently assigned the account in partnership to our national distributor.

Obtained a new business sale to a major C-store within the territory that resulted in the sale of over 500 digital air machines. This deal cleared the way for future business with competing C-Stores in other territories.

SANTANDER BANK 2010 - 2012

Financial Services, Vice President – Investment Services

Offered exemplary service mentoring team members how to identify, engage, and offer financial services to customers in a retail bank setting. Trained team members on consultative sales, cross selling, and client service. Collaborated with senior management to define sales objectives to exceed quarterly goals for the retail bank.

Key Accomplishments:

Educated team members how to promote referrals for mortgage refinancing, home equity lines of credit, and other related banking services in an effort to expand the relationship.

Achieved and exceeded team sales goals on a regular basis.

Built a personal portfolio of clients, defining financial goals, and presenting products to achieve those objectives.

Accomplished individual sales goals generating significant revenue for the bank.

Increased prior year investment sales by 20% and cross sales for referral products by 50%.

MERRILL LYNCH WEALTH MANAGEMENT 2009 - 2010

Wealth Management Banker, Vice President

Oversaw a team of financial advisors offering support on how to offer quality service to clients. Motivated team members through positive reinforcement, accountability, and goal setting. Handled personal clients creating tailored financial plans base on short and long-term wealth objectives.

Key Accomplishments:

Trained financial advisors in customer retention tactics to deepen the overall client experience.

Grew revenue by offering a comprehensive product platform that covered cash management, liquidity and debt analysis, lending, and credit solutions. Credited with acquiring new high net worth customers.

Credited with acquiring new high net worth customers.

BANK OF AMERICA 2007 - 2009

Client Manager, Vice President, Premier Banking and Investments

Utilized lead generation and prospecting to identify potential clients, present them with a suite of products, and tailor services to meet their needs. Built an expansive client roster and identified opportunities to expand the relationship by recommending products to augment financial returns. Worked collaboratively as part of a team servicing customers.

Key Accomplishments:

Achieved a national ranking in the Top 5% of newly hired Client Managers.

Surpassed sales and service goals on a regular basis.

Demonstrated the ability to handle a portfolio of clients.

Commended by management for offering a high level of customer service at all times.

Additional Professional History

CITIZENS INVESTMENT SERVICES Senior Financial Consultant, Vice President 9 Years

AMICA LIFE INSURANCE COMPANY Senior Life Sales Representative 2 Years

NATIONWIDE INSURANCE Associate Agent 6 Years

METROPOLITAN LIFE INSURANCE COMPANY Sales Representative 2 Years

LONDON AGENCY LTD. Health & Welfare Benefits Manager 8 Years

Education, Licenses, & Certifications

Certificate of Financial Planning

BRYANT UNIVERSITY Smithfield, RI

Coursework in Speech Communication

UNIVERSITY OF RHODE ISLAND Kingston, RI

Associate of Arts in Retail Management

COMMUNITY COLLEGE OF RHODE ISLAND Warwick, RI

Chartered Life Underwriter Life Underwriters Training Council Fellowship

Rhode Island Insurance Producer – LOA(s) Life, Health, Property, and Casualty

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