Izzy Kaplan
Account Executive - Redmond & Greer Pharmacy
Dallas, TX 75287
***************@***********.***
Exceptional record in security market sales. Expertise in account management for Institution Accounts as well as retail. Ten consecutive years in the prestigious Director Circle (minimum gross profit requirement $750,000 at Rauscher Pierce Refsnes). Demonstrated achiever with thorough knowledge of business practices. Strong interpersonal and technical skills allow for learning new concepts quickly, working well under pressure, and communicating ideas clearly and effectively.
#readytowork
Authorized to work in the US for any employer
Work Experience
Account Executive
Redmond & Greer Pharmacy - Garland, TX
June 2017 to Present
80 cold calls a day to pharmacies nationwide with at least 2 hours talk time
● Evaluate their current need and pricing for generic drugs. Primarily pain management
● Demonstrate our value based on wholesale pricing Energy Consultant
Reliant Energy - Dallas, TX
October 2016 to December 2016
Outside sales representative B2B enrolling small to medium businesses in energy services Account Executive
TranzVia - Plano, TX
November 2015 to June 2016
Responsible for converting existing credit card customers to utilizing Transylvania services
● Made largest single account sale in the history of the company Account Executive
Teleperformance - Dallas, TX
September 2014 to November 2015
Responsible for 1500 Dell online accounts
● Performed account management insuring all electronics were up to date; assessed client needs and followed through on sales
● Responsible for the largest sale to a Colorado Government Agency Consultant
Generational Equities - Carrollton, TX
October 2009 to December 2009
Top performer in merger and acquisitions in acquiring new clients Institutional Sales
Duncan Williams - Memphis, TN
April 2007 to September 2008
Sold municipal bonds to banks - hedge funds and high net worth individuals Licensed Stockbroker
First Dallas Securities - Dallas, TX
January 2001 to March 2007
Sold stocks, bonds and related instruments to high net worth individuals Investment Broker
Kaplan and Associates - Dallas, TX
September 1999 to December 2001
A member of the Director Circle for elen consecutive years, whereby, minimum gross profit of
$500,000 required. Called primarily on top tier institution AL accounts Retail Broker
Morgan Stanley Dean Witter - Dallas, TX
September 1998 to August 1999
Reached the pinnacle of success by earning the award of being invited to director Circle and participate d for elen straight years
Manager, Municipal Bond Department
Chatfield Dean & Company - Tampa, FL
February 1996 to July 1998
Trained and managed all brokers and responsible for trading fixed income securities Retail Municipal Trader and Broker
Bear Stearns & Co. Inc - Dallas, TX
January 1993 to April 1994
Sold stocks, bonds and related instruments to institutes and high net worth Sr. Vice President
Rauscher Pierce Refsnes - Dallas, TX
August 1979 to November 1992
Attained Director's Circle Membership for ten consecutive years
● Produced $750,000 in gross income for company
Education
B.A. in Business Administration
University of Memphis - Memphis, TN
Skills
• Business Development (10+ years)
• Cold Calling
• B2B (10+ years)
• Prospecting
• Call Center
• Customer Service
• Quota
• Selling
• Telesales (10+ years)
• Acquisitions (5 years)
• Pain Management (2 years)
• Outside Sales (10+ years)
• Forecasting (10+ years)
• Account Management (10+ years)
• Pricing (10+ years)
• Branding (1 year)
• E-Commerce (2 years)
• Negotiation (10+ years)
• Sales Experience
• Inside Sales
• Telemarketing
Certifications and Licenses
driver's license
Assessments
Sales: Influence & Negotiation — Proficient
February 2020
Persuading reluctant customers to buy products or services, and influencing and negotiating with customers to meet sales goals.
Full results: Proficient
Customer Focus & Orientation — Proficient
March 2020
Responding to customer situations with sensitivity. Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Additional Information
Bottom line results is I get the job done!