Gerald T. Kelly

*** ********* ***** **** ******* PA 19380 215-***-**** adr5mj@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Proven success as a producer, leader and sales manager with over 15 years of experience in the financial products and services industry.

Dedication to providing customer driven solutions, needs based selling, meeting and exceeding performance goals, sales team management through targeted development and motivating others through results sharing and recognition to achieve their highest potential.

Comprehensive business knowledge and hands-on experience with the following:

Sales Management Commercial Insurance Sales and Marketing

Auto, Home, Life Insurance Partner Development Risk Management

Strategic Business Planning Profit and Expense Analysis Remote Management

EDUCATION

Millersville University, Millersville, PA. Bachelor’s degree with major in Finance and a minor in Marketing, GPA 3.4

PROFESSIONAL EXPERIENCE

Willis of Pennsylvania – Radnor, PA Vice President / Branch Manager October 2010 - Present

Oversee the Private Client and Personal Lines Division of Willis responsible for the sales and service of the operation.

Establish, coordinate and manage all local carrier relationships with underwriting, marketing reps and teams.

Manage an insurance portfolio of $20 million in premium, achieved over 7% growth in 2014 and over $220,000.00 in revenue good for over 150% of annual sales goal.

Manage all department expenses, create budgets, set goals and track and report progress of forecast.

Maintain working relationships and collaborate with underwriters to negotiate placement of risks.

Recruit, hire, train and supervise a team of 10 client managers.

HFC Member HSBC Group – Buffalo, NY District Sales Manager March 2001 – April 2009

Remotely directed / managed the Northeast Region consisting of 17 branches in 3 states with an average mortgage portfolio of $50 million to ensure profitability and sales goals.

Developed, trained and promoted five account executives to branch sales managers.

Consistently achieved over 125% of sales goals, expense goals and profit goals.

Motivated sales team through “score keeping” to achieve monthly goals, provided support through development of action plans targeting key measurable improvement goals.

Developed and expanded referral networks working in conjunction with the local managers and internal business partners and external financial institutions to maintain production goals.

Provided senior management with daily, monthly and quarterly rollup of all key metrics.

Responsible for selection and recruiting sales staff, terminations and quarterly employee reviews.

Advanta Finance Corporation, Plymouth Meeting, PA Branch Sales Manager February 1996 – February 2001

Responsible for all aspects of branch management including mortgage sales, marketing, training and development as well as hiring and termination of employees.

Successfully managed a $60 million branch with seven account executives.

Produced an average of $1.5 million in mortgage sales per month.

Earned top sales manager in the country four consecutive years

Responsible for developing business and action plans as well as managing all marketing efforts including direct campaigns, yellow pages, newspapers, etc.

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