MICHAEL

PONCE

PROFILE

Business professional with exceptional

relationship building skills and track record

of success in health benefits sales, fixed

income sales/trading, and as an

institutional broker dealer.

Strategic thinker with creative approach

to optimize processes for company and

client success.

Combines analytical skills, understanding

of sales and financial systems, and

management experience with his

entrepreneurial spirit to achieve company

goals.

CONTACT

215-***-****

adybwx@r.postjobfree.com

CORE SKILLS

• Sales, Processes & Training

• Analytics

• Fixed Income Markets

• Financial Systems

LICENSURE

• FINRA license 63,7,52,53 Expired

• PA Health Insurance License

• PA Real Estate License

EMPLOYMENT HISTORY

• Homestead Smart Health Plans:

• WNJ Capital

• Kildare Capital

• J.P. McGowan & Co., Inc.:

HEALTH BENEFITS SALES EXPERIENCE

Sales Consultant

2019 – Present

• Create and oversee strategy and CRM

systems for growing health benefits

provider.

• Define, document, and manage sales

processes for all components of sales

cycle.

• Develop and measure sales key

performance indicators (KPIs) and lead

generation programs.

• Deliver onboarding, training, and

mentoring of sales team. Analyze

effectiveness of sales and training

processes and adjust based on data

and current trends.

• Collaborate with leadership, marketing,

and implementation teams to ensure

successful customer engagements.

• Manage relationships with brokers and

customers.

TRADING & BROKER EXPERIENCE

Senior Vice President & VP Sales

1987 - 2019

• Developed relationships and managed

portfolios of institutional and individual

clients, sold and traded Municipal,

Agency, Treasury and Corporate Bonds

and ran competitive underwriting

bidding with the biggest competitive

underwriter in the US.

• Executed tax swaps and portfolio

analytics using fixed income tools

Perform and Bloomberg tools.

• Conducted extensive research,

evaluated market volatility, and

developed strategies to maximize client

profitability. Book of business included

customer assets under management

from $100 million to $3 billion.

• Mentored and supported sales teams

and delivered exceptional customer

service.

SALES CONSULTANT

Contact this candidate