Sales Executive

Business Development/Consultative Sales Executive

Summary of Qualifications

Accomplished, solutions-oriented, and success-driven professional with broad-based experience in product and service promotion, sales and marketing management, new business development, and business-to-business (B2B) and business-to-consumer (B2C) services.

Recognized for big-picture vision in conceptualizing and executing business strategies to boost productivity and increase top and bottom-line results.

Expert at creating and implementing innovative sales cycle to streamline operations and achieve established organizational goals and objectives.

Strategic planner and concept-to-execution driver; known for unparalleled work ethic in ensuring organizational efficiency, driving continuous process improvements, and cultivating solid rapport with professionals of all levels.

Equipped with outstanding ability to develop and lead top-performing teams focused on customer acquisition and product branding through new strategic channels.

Effective negotiator and communicator; adept at securing transactions and building long-term business relationships with key customers and partners to identify growth opportunities and maximize client base.

Areas of Expertise

Product and Service Innovation Staff Training and Development Corporate Risk Management Client Relations and Retention

Revenue Growth and Business Expansion Continuous Process Improvement Financial Modeling Regulatory Compliance

Human Capital Management Strategic Business Planning and Implementation

Professional Experience

The Innovative Direct Resource Group § Newport Beach, CA

President Founder Jan 2016–Present

Adeptly manage the cross-marketing of products and services with other specialists to enable additional sales opportunities in different sectors including the following:

–Technology such as search engine optimization (SEO), digital marketing, e-commerce, SaaS and PaaS, Android & iOS application development, artificial intelligence, and data anonymization and encryption;

–Human capital management which included third-party administration, payroll, cost containment, talent acquisition, independent auditing for ERISA compliance, and benefit administration solutions; and

–Operational supply chain logistics involving packaging, freight, last mile delivery, equipment financing, and raw material and hardware component sourcing

Fulfill various consultant and advisor-based roles with several clients and firms, such as The Progression Foundation, The Human Baton, The Collective, One Basketball, GiveDish, and ExCapsa Financial

Notable Accomplishments

Established the company from ground up leveraging extensive business development experience and relationships with numerous organizations in diverse industries

Augmented value proposition by cultivating collaborative joint ventures and partnerships with other business development and sales professionals in various disciplines

MassMutual § Newport Beach, CA

Financial Services Professional Oct 2012–May 2018

Spearheaded the creation of different teams to address several unique needs that I identified related to employee and executive benefit offerings at all levels of commerce from early stage start-up companies to some of the largest financial institutions globally

–Qualified Retirement Plans – Proactively created groundbreaking solutions for employers that minimized problems they would be forced to address two years later; these were caused by dramatic shifts in the legislation and regulation of benefit offerings for employees saving for retirement

–Proprietary Voluntary Benefits – From personal experience working with and observing clients, I recognized challenges in employer-paid benefits; there were a few voids between options a business could offer and the “real” concerns that employees/executives had in providing for and protecting their families

Notable Accomplishments

Developed reputation for obtaining 5 Leaders Club Production awards and met the production criteria to qualify 10 years for The Million Dollar Round Table industry award

Assembled a select group of recognized experts from diverse disciplines (via internal and external relationships) to work towards the common goal of building leading edge auditing processes and tools to protect our clients by eliminating liability, reducing costs, and enhancing benefit offerings for improving employees' lives

Designed customized products, negotiated institutional discounts, and strategically persuaded many conservative Fortune 1000 business leaders to experiment with new unique concepts

Positioned the company for growth which reflected exceptional initiatives with outstanding results:

–Acquisition of estimated $35M in new assets under management (AUM) in a span of 18 months after rolling out the Proprietary Qualified Retirement Plans Division by winning the broker of record (BOR) for 85% of the plans we took through this process

–During the first 12 months of introducing our strategy, we secured the authorization from the C Suite Executives of six firms to offer our revolutionary products (with a combined employee count of over 11,000) which included the following:

oPIMCO, An investment firm with over $1 trillion under management

oPiper Jaffray, An international investment bank

oKnobbe Martens, A law firm representing many Fortune 1000 companies needing intellectual property and technology counsel

Northwestern Mutual § Irvine, CA

Financial Services Professional Jan 2003–Oct 2012

Conceptualized and implemented a strategic practice in selling and promoting various financial products and services to more than 450 corporate and personal clients

Gained qualification through production and acumen for membership in three different exclusive invitation-only national professional peer organizations with specific target clientele that required sophisticated and specialized needs for unique financial products or services that were provided, including the following:

–The Advanced Business Sales Group: Comprised of experts working with corporate clients in charge of addressing complex needs in collaboration with their trusted external advisors such as corporate attorneys, investment bankers, tax specialists, and other experts in related disciplines;

–The Advanced Estate and Tax Planning Group: Composed of experts coordinating with personal clients to resolve complex personal and estate needs in conjunction with their trusted external advisors such as estate attorneys, tax experts, philanthropic organizations, and multi-generational wealth transfer specialists; and

–Physicians Nationwide: A network of financial advisors across the country who were uniquely qualified and trained to address the financial needs of medical professionals as well as provide guidance and financial products and solutions based on the specific medical profession needs

Maintained active involvement in semi-annual meetings and monthly conference calls with a group of senior producers to impart best practices, learn new markets and strategies, and determine how collaboration could bring unique abilities and talents together to support our professional peers and their clients

Facilitated a series of talks and workshop sessions regarding proprietary techniques and tools used in establishing credibility and rapport with personal or corporate clients and top-level chief executive officers, presidents, chairmen, and other key decision makers from different family offices, Fortune 500 firms, and other elusive business leaders

Notable Accomplishments

Exemplified expertise in prospecting and fostering relationships with clients and various professionals which brought additional revenue into the company

Earned the Rookie of the Year Award from the Southern California Agency

Reconstructed the old business model of prospecting in the financial services industry by developing proprietary methods, resources, and tools that removed the most common factor causing failure for producers-- the inability to get in front of enough qualified prospects for potential business

Successfully created and implemented The Power 60 business development tool to selected groups of “beta” advisors. This exponentially improved the sourcing of qualified prospects in both quality and volume to obtain more than 400 qualified targets monthly. Prior to this new method, producers in the industry were considered "top tier" if they could generate 60-65 of these qualified prospects monthly

Identified potential concerns on the structure of a corporate client's Buy-Sell agreement between the three founders of an institutional asset management firm with over $160 billion invested. Brought in a strategic firm recognized as one of the premier legal teams in California to review. After researching and restructuring these corporate documents, our client avoided a $60M loss in equity and value of the firm

Provided guidance for a client designing an exit strategy for selling their business valued at $43M. We brought relationships that resulted in creating a competitive situation between two large institutions simultaneously. After less than a week of negotiations with both firms, our client was successful in securing a formal sale for a much higher value of $70M

Education

California State University at Fullerton, Fullerton, CA

Coursework in Sociology, Minor in Economics and Anthropology California State University at Chico, Chico, CA

Professional Development

License:

Life and Health Insurance License, State of California, Valid Until: May 2021 California Department of Insurance

Series 63: Uniform Securities Agent State Law Examination

Series 6: Investment Company and Variable Contracts Products Representative Examination

Financial Industry Regulatory Authority (FINRA)

Training:

Advanced Business Markets Group Advanced Estate & Tax Planning Sales Academy Training Northwestern Mutual

Professional Affiliations

Breakthrough Mastermind with Scott Duffy The Million Dollar Round Table Physicians Nationwide

Activities

Co-President/Board Member Dads Eliminating Andersen's Needs (DEANS)

Writer The Value of Relationships, Technique Book

Speaker Northwestern Mutual Field Agencies, Production Offices, and Home Office, Various Locations in Multiple States

Speaker Multiple Legal and Tax Firms

Speaker Business Development/Sales Channel Partners, ADP, Celtic Leasing, Magnaflow, Schorr Packaging Sales Team

Speaker Mass Mutual Field Agencies, Production Offices, and Regional Home Office, Various Locations in Multiple States

Testimonials

“I hate to categorize Rob as a "service provider" because I also count him as a trusted advisor and a colleague. One of the best things I can say about Rob is that he is always, always there when you need him. . As a person who deals with many busy executives, Rob is always accommodating and understanding of my schedule and still can find ways to help me get accomplished what I need to accomplish.”

Christopher McLaughlin, Chief Product & Marketing Officer, Nuxeo

https://www.linkedin.com/in/ccmclaughlin/

“Rob is the kind of person that you want a lifelong relationship with. He isn't a service provider as much as he is someone who you can count on to help you navigate the complexities of financial and life planning.”

Jason Hsu, Founder/Chairman/CIO, Rayliant Global Advisors

https://www.linkedin.com/in/jasonchsu/ https://rayliant.com/dt_team/jason-hsu/

“Rob has my strongest endorsement. I've worked with him in a variety of professional settings and he always has the client's best interest at heart. In addition to his work ethic, he has surrounded himself with a skilled team of advisors to complement his practice. I do not have any hesitation to recommend Rob Greer to anyone.”

Max Jong, EVP, Risk Management Advisors, Inc.

https://www.linkedin.com/in/max-jong-bb8a794/ http://www.riskmgmtadvisors.com/whoweare/max-c-jong.php

“Rob Greer is probably the most resourceful person I have ever met. Rob strategically positioned himself for 20 years within the financial services sector as a servant and facilitator. By doing this he has acquired friendships, connections, and resources all that stemmed from his pure curiosity of how to help people get what they need - quickly effectively.”

Grant McGuire, Founder & Chief Flight Officer, BRDSEYE

https://www.linkedin.com/in/grantmcguire/

“I’ve met Robert Greer on few occasions to talk about business trends in his and mine industries. He immediately impressed me with his positive attitude, well-rounded personality, and open mindedness. Robert enthusiastically shared several remarkable ideas that he developed over the years to grow my professional network, leveraging on existing resources in several out of the ordinary ways.”

Oleg Melnikov, PhD, MSx3, MBA, CQF, DBA, Director of Data Science/Adjunct Lecturer, Stanford University

https://www.linkedin.com/in/olegmelnikov/

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