Services Associate Sales Manager

Location:

Posted:

March 30, 2023

BRIAN K. TOMS

Lenexa, KS 66220 *****.*****@*****.***

OBJECTIVE

Experienced financial industry professional seeking regional sales leader position to utilize experience as a sales manager at team leader.

PROFESSIONAL EXPERIENCE

American Family Insurance

Life Wholesaler/Advisor Kansas Territory (2019-2023)

Maintained sales plan for the state of Kansas

Worked with 150+ appointed agents on life cases

Working with territory leadership team to achieve sales goals

F45 Training (2017-2019)

General Manager

Sales management from initial leads through memberships

Management of eight employees

Daily operations of business

Allstate Financial Services (2009-2017)

Financial Advisor

•Responsible for proactively pursuing new clients

•Managed a top performing location for products sold

•Managed 5 employees

•Qualified for industry awards in outstanding performance

Prudential (2008-2009)

Financial Services Associate

•Seek and build new relationships with potential clients

•Work with clients to achieve financial goals for personal clients and businesses

Pacific Life- Annuities and Mutual Funds Division (2007-2008)

Internal Wholesaler

•Aggressively pursued financial representatives in order to sell company’s investment products

•Demonstrated to sales representatives how company’s products can be used to help achieve their client’s goals

•Built lasting and trustworthy relationships with over 250 appointed representatives

•Presented living benefit riders to financial representatives, explaining the technicality of selling such annuity products

EDUCATION

MBA, Bellevue University, Bellevue, NE May 2008

Emphasis: Finance

Relevant Coursework: Financial Planning, Portfolio Analysis, Market Studies

BS in Business Administration, University of Kansas Lawrence, KS May 2003

Emphasis: Finance

LICENSES/ CERTIFICATIONS

•Life/Health and Property/Casualty Licenses

•CLU Certification from the American College of Financial Services