Financial Services Sales Representative

T O L A N S H A R P E

***-** ***** **. *********, NY 11413 / 347-***-**** / e-mail: *****.******@*****.***

WORK EXPERIENCE

Financial Professional / Prudential Advisors January 2022-Present

• Provide various financial services to businesses and individuals as well as benefits for businesses

• Work with Business Owners to create succession plans

• Provide Financial Plans to individuals

Financial Professional / Mass Mutual January 2020-Dec 2022

Provide various financial services to businesses and individuals as well as benefits for businesses

Building team of agents

Team Leader

Financial Professional / New York Life June 2015 – December 2019

Provided various financial services to businesses and individuals

Achieved Executive Council two consecutive years

Received promotion to Associate Partner where I had a team of agents

Highest annuity sales earner in my class

Relationship Banker / Business Banking Manager / JP Morgan Chase May 2008 – Present

Manage a book of 160 Premier Clients with over 2 million dollars in balances in the lower Manhattan territory

Help clients make money or save money by improving their cash flow

Open business checking accounts, business lines of credit and equipment loans of up to $250,000

Service my Premier Clients as well as walk in clients that need business banking assistance

Work with COI’s and partners to establish new business relationshipS.

Major Accounts District Manager / ADP February 2004 – November 2004

Managed accounts for Brooklyn and Queens for companies with 50-100 employees

Consulted with CEO’s, Directors, CFO’s, Controllers, and Human Resource Managers

Secured various COI’s and leveraged them for referrals

Sales Representative / West Group April 2000 – January 2002

Sold legal and research information to attorneys within the Brooklyn area

Job duties included: extensive telemarketing, prospecting, customer retention, proposal writing and group presentations

Significantly Increased the revenue of the NYC Transit Authority account (one of the largest accounts in Brooklyn)

Strengthened West Group’s relations with the Kings County DA, our largest client

Sales Representative / Paychex January 1996 – April 2000

Solicited the decision-maker(s) of small to mid-sized Brooklyn businesses for their payroll accounts

Job duties included: “balancing” payroll records, heavy cold-calling, telemarketing, and customer referral solicitation

Established several strong relationships with Property Management companies and CPA’s

Instrumental in opening first Brooklyn satellite office; achieved merit award for reaching over $150,000 in sales revenue

LICENSES

NYS Life and Health, NYS Notary Public, Series 6 and 63 Securities Licensed, AHIP and NYS Health Marketplace Certified

EDUCATION

Syracuse University: BA, Psychology and Management

ACTIVITIES

Youth League Basketball Coach - Grace Gospel Tabernacle Choir Leader - Royal Family Kids Camp / Counselor

Grace Gospel Tabernacle Men’s Fellowship Leader - Marriage Ministry Leader

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