Sales and Marketing, Management and Finance

Heather A. Boyd

***B W. Council St. ● Salisbury, NC 28144 ● 704-***-**** ● ********@***.***

QUALIFICATIONS

Sales and Marketing professional with 17 years combined experience in sales and marketing, management, retirement planning, financial services (life insurance, disability, health insurance, mutual funds and fixed/variable annuities) and banking seeking employment opportunity offering the following skills and attributes:

Sales/Client Services

· Significant experience working in financial services and sales; consistently met and exceeded sales goals and client base development.

· Able to quickly establish rapport with clients; develop strong understanding of their financial and investment needs; and build client base while securing retention of existing clients.

· Comfortable initiating contact with prospects, experienced in marketing new products and services.

· Serious multitasking skills, self motivated professional, able to adapt to ever-changing economic environment.

Administrative Experience

· Branch management experience, consistently met and achieved established corporate goals.

· Experience in coordination of human resources including performance evaluations, schedule coordination, and paid time off.

· Strong understanding of general office/business operations and procedures.

· Detail oriented to fill out lengthy documents and applications for various products and services.

· Highly held esteem for colleagues and clients while always using proper ethics and compliance standards.

· Entrepreneurial experience in building own client base and business cost/budgeting.

Communication/Organization

· Excellent communication skills. Comfortable providing energetic sales or educational presentations to both large and small groups. Given many seminars on various topics tailored to audience (too many to list).

· Posses high level of organizational skills; able to efficiently handle multiple tasks; pay careful attention to details; strong skills concerning project management, research and follow-through. Excels in taking ownership of entire process from marketing all the way through underwriting and servicing client products after the delivery.

· Utilize several banking/investment computer operating systems; excellent technology skills including Microsoft Office applications, Internet research vehicles, internal corporate compliant data programs, and MM software.

EDUCATION

Appalachian State University, Boone, NC

Bachelor of Science in Production Operations Management (May 1996)

President of Production Operations Management Club 1996

Rowan-Cabarrus Community College

Notary of Public (January 2008) North Campus

Advanced Spanish class (2000-2001) South Campus

Insurance Educational Systems (IES and Kaplan)

Life/Health Insurance License (2008)

Series 6, 63 Licenses (2008)

ORGANIZATIONS

· Charlotte Chamber of Commerce member 2008- current

· Salisbury Chamber of Commerce member 2009-current

· Active volunteer at Center for the Environment at Catawba College in Salisbury

· Active volunteer at Charlotte Chapter GBC

· Active volunteer in Mecklenburg county CMC school system

· Salisbury Synergy Business Group member 2009-current

EXPERIENCE

Thompson Financial Group (New England Financial affiliated with MetLife) Charlotte, NC

Financial Representative/Registered Representative, October 2008 – current

· Provide families and business owners with assistance in building their financial freedom.

· Licensed to sell the following products: Life Insurance, Disability Insurance, Group health insurance, IRA’s, Education Plans, Fixed and Variable Annuities, Mutual Funds, Key Man Insurance, Buy-Sell Insurance and Retirement Plans.

· Develop and work personal marketing and networking plan, establish prospects current financial “status” and recommend areas that need attention, open appropriate products or services, own the underwriting process, deliver documentation, continue to service client, strengthen relationship while providing value in order to earn referrals.

· Highly visible in both Salisbury and Charlotte networking events.

Bostian Retirement and Investment Specialists, Inc. Salisbury, NC

Office Administrator/Sales -Notary, 2007-Sept. 2008

· Focus on client concerns, problem solving and scheduling; maintain office organization through sales development and marketing.

· Research and develop potential clients through fact finding, sales calls, and continual retention.

· Prepare and follow-up sales calls for client seminars.

· Prepare legal and investment documents for client delivery while maintaining client confidentiality.

· Attend and contribute to 3 seminars monthly.

Solectron Technology, Inc., Charlotte, NC

Information Technology Financial Analyst, 2000-2002

· Provided financial services for IT management including organization and assessment of existing financial systems.

· Played an instrumental role in intra-office charge back process development and documentation.

· Maintained IT budget in excess of $1m and helped facilitate expense analysis and tracking.

· Met routinely with senior management for process refinements and improvements.

Wachovia Bank, Salisbury, NC

Branch Manager-Mortgage Officer. 1998 –2000

· Uncovered customer needs through observation, listening, and discussion.

· Initiated calls to potential and existing customers to market new products while maintaining accounts.

· Coordinated with other lines of business to satisfy different customer needs and create profitable transactions.

· Originated and underwrote conventional fixed and variable rate mortgages on new purchases and refinances.

· Processed complex loans for consumers and small businesses.

· Effective problem solving for customers.

· Worked alongside other Branch Managers in district in regular management meetings to improve customer satisfaction.

· Utilized PowerPoint to aid in speeches during senior management meetings.

· Supervised staff of seven Tellers and three Bankers.

· Organized raises, vacations, daily scheduling, and appraisals for staff and maintained human resources required paperwork.

Bank of America, Greensboro, NC

Personal Banker III, 1996 - 1998

· Developed growing customer base by cross selling various banking products.

· Exceeded required sales goals and provided excellent customer service.

· Serviced all customer walk in traffic and occasionally provided support on teller line as needed.

· Researched operational issues concerning customer accounts.

Appalachian State University, Boone, NC

Student Human Resource Coordinator, 1992-1996

· Put myself through college with this position and student loans.

· Hired students each semester to work in food service restaurants on campus (8) and coordinated daily schedules to fill vacancies.

· Administered monthly payroll.

· Utilized several computer programs to input and track data.

· Provided weekly reports showing job vacancies and student turn-around ratios to management.

· Filled in when needed on special catering jobs for chancellor dinners.

Personal and professional references are available upon request.

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