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Sales Engineer

United States
August 10, 2012

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Financial Sales Professional

• Seasoned sales executive who consistently achieves the highest levels of growth in new sales opportunities in large and small accounts.

• Financial specialist trained to assist individuals in recovering hidden costs and identifying growth opportunities in business and personal financial portfolios.

• Planning professional skilled in developing strategies to maximize growth and income streams in retirement

Strategic Account Management • Sales Management • Sales Training

Retirement Strategies • Financial Modeling • Life and Annuity Product Strategies


1997-present Independent agent Salt Lake City, UT

Personal Financial Engineer

Independent financial engineer trained in the Lifetime Economic Acceleration Process (LEAP) and senior planning specialist; market and sell to middle and upper class clientele, ages 45-85

Specialties include estate planning, wealth accumulation, asset protection, and wealth preservation. Assist with preservation of assets using fixed and indexed annuities and life insurance strategies. Sales methods include market mailings, telemarketing, and client referrals.

Work with small business owners to create wealth accumulation strategies and estate preservation programs.

Directly involved with preservation of $175 million in assets

1987-1997 A. T. Cross Company WY, CO, ID, NV, UT

Sales representative

Designed and presented sales proposals and marketing plans to a 300 door account base in five-state territory. Interfaced with more than 500 retail buyers, managers, and employees in education training and efficient use of advertising budgets. Efforts resulted in increase of sales volume from $425K to $1.75 million annually.

Received the prestigious Masters Club Award, awarded to top ten producing agents based on creation of new accounts, reaching sales goal projections, merchandising proficiency, and sales technique.

Rocky Mountain Producers Salt Lake City, Utah

New account manager

Managed a team of sales associates and engineered specific plans and strategies to sell dairy by-products to accounts along the Wasatch Front. Increased revenues from $0 to $65K per month and opened 200 new doors within 12 months. Arranged the use of advertising dollars in each account to create maximum results at the store level. Achieved a 30% average increase of sales during the sell through period.


University of Utah

B.S., Economics and Psychology

24 hour per year Masters equivalency coursework (Estate Planning, Ethics, tax recovery strategy, cost recovery strategy, multiple income strategies, Legacy creation strategies. )

Lifetime Economic Acceleration Process (LEAP) Licensee

Personal Financial Engineer credentials with Life and Health designations (1996-present)

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