Trainer, Recruiter, Sales Manager

ELIZABETH M. CROWDER

***********@*****.***

TRAINER, RECRUITER AND MANAGER

Knowledgeable leader and planner with professional experience in the educational and financial industries with a recognized combination of knowledge in psychology and hands on experience in business to quickly build rapport and trust critical in leadership, coaching, and strategic business and goal planning.

Business Skills

• Sales and Product Trainer • Strategic Goal Planner

• Relationship Management • Training Development

• Recruiter • Territory Management

• Bookkeeper

• Sales Manager • Leadership

• Marketing

PROFESSIONAL EXPERIENCE

INDEPENDENT CONTRACTOR 2009-Present

Business Consultant

Contracted with various companies to include the educational, financial and insurance industries. Core consulting roles include recruiting sales managers, sales representatives, managing sales teams, training development and implementation regionally and nationally and public speaking. During this period recruiting has led to hiring and training over 80 managers and sales representatives who have been able to increase sales and profits for the companies consistently.

PROTECTIVE LIFE 2008-2009

Divisional Life Consultant, External Wholesaler

(Company closed the division)

Independently managed a four state territory of more than 2,000 financial advisors to increase life insurance sales in major accounts from Linsco Private Ledger (LPL), Smith Barney, UVEST and US Bank through territory and relationship management. Trained, developed and mentored advisors in business areas of sales plans, strategic business development, prospecting, marketing, advanced sales concepts and relationship management.

• Developed and trained a production team of 69 new life insurance producers.

• Developed and implemented an advanced business training program for the external life insurance wholesalers to increase knowledge of business succession planning, key person insurance, non qualified deferred compensation and buy-sell structures within 2 months of hire due to personal territory accomplishments. Company expanded the training program for the 40 employees on the internal sales desk.

• Trained, mentored and coached peers in territory and advanced planning development within 3 months of hire.

BANK OF AMERICA, Premier Banking and Investments 2007-2008

Premier Client Manager, AVP

(Pilot program ended)

Partnered in a pilot program for the mass affluent population working on strategic plan development in areas financial management. Managed a client base of approximately 500 mass affluent and business clients utilizing CRM software.

• Selected by management as a champion in trust and estate planning.

Held the site of 40 client managers accountable for number of monthly trust and estate planning referrals.

• Developed and implemented training on sales and product knowledge classes for a site of more than 40 client managers to increase knowledge which brought the entire site up to quota.

Held a team of 12 managers accountable for weekly quota in retirement planning.

• Interviewed and made hiring decisions for 5 Client Managers entering the company.

• Increased trust and estate planning sales by developing a referral relationship and open communication lines with the trust and estate planning departments.

NEW YORK LIFE 2004-2007

Financial Services Professional

Analyzed business and personal financial portfolios for clients to deliver high-impact sales presentations incorporating appropriate products such as life insurance, annuities and mutual funds in line with client goals.

• Achieved company council level status by accomplishing over $40,000 in commission within six months, far surpassing company standards of $24,000 for the year.

• Fueled a 1,084% increase in total sales, from $42,191 in 2005 to $499,674 in 2006.

• Participated in the interview process and influenced the decisions of hiring managers for over 30 new independent agents.

• Trained and mentored new agents to help get their businesses off the ground and keep them motivated to reduce attrition for the company.

• Developed new business through a variety of aggressive prospecting techniques including cold calls, direct mail campaigns, professional referrals from attorneys and CPAs, networking and seminars.

EDUCATION

MA, Counseling Psychology, Dallas Baptist University, Dallas, TX

Certification, Business Foundations, University of Texas, Austin, TX

• Marketing, Accounting, Business Management, Finance, Economics, Business Law

BA, Psychology-Minor in Business, University of Texas, Austin, TX

Group 1 – general life and health license

Series 6 and Series 63 – variable products license

COMPUTER SKILLS

Microsoft Word, Excel, Power Point, Outlook, Lotus Notes, QuickBooks, Peachtree, Quicken, CRM programs, Turbo Tax, Banking Software, Brokerage Software

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