Sales Manager
Resume:
R. Scott Swensen
Haverhill, MA 01830
Summary: Highly accomplished and results driven sales executive with an extraordinary record of success in overall individual and team production. Commands interpersonal skills, solution selling, relationship networking, and the ability to multi-task and meet deadlines. Consistent, documented ability to lead teams and earn the business of corporations (401(k)s & voluntary benefits), small business owners, and executives.
Work Experience: Sun Life Financial Companies, Boston, MA
2009-Present Sun Life Financial Distributors
1995-2006 Internal Sales Manager-Independent Channel
• Responsibilities include: relationship management, sales coaching, oversee the implementation of company-wide sales initiatives, head up all communications for division, partner with other managers throughout the company to increase quality within the sales company, motivate employees, evaluate performance, create sales contests, and hire and train new sales representatives
• Recipient of the Sun Life Impact Award for Sales Leadership (2010)
• Ranked #1 in outbound telephone support by Market Metrics (2010)
• 1 billion in new sales (2011)
Commonwealth Financial Group/ Mass Mutual, Boston, MA
2008-2009 Partner/ Sales Manager
• Responsibilities include: Joint field work, calling on prospects (corporations, professionals, and executives), recruiting, relationship management, developing sales team, creating and implementing the on-boarding process for new hires
• Promoted to Director of Recruiting after three months with the firm. Hired thirteen financial planners (full and part time) in the first eight months of 2009 and completed a nine month executive internship program under the direction of our CEO/ President of the GAX
Liberty Mutual Group, Portsmouth, NH
2006-2008 Sales Manager
• Responsibilities include: Calling on corporations, joint field work, overseeing two branch offices, achieving sales goals across all product lines, meeting retention and customer satisfaction targets, assisting sales representatives with prospecting of new clients, conducting seminars, coaching and developing sales and service team
• Placed 5th out of 23 for the Sales Manager of the Year Award (2007). This award measures actual production versus assigned goals and rank versus peers. Also taken into account is the number of corporate accounts opened
1995-2006 MFS Investment Management, (a Sun Life Company), Boston, MA.
Assistant Vice President- Internal Sales Manager/Northeast Division
• Responsibilities included: relationship management, sales coaching, oversee the implementation of company-wide sales initiatives, head up all communications for division, partner with other managers throughout the company to increase quality within the sales company, motivate employees, evaluate performance, create sales contests, and hire and train new sales representatives
• Exceeded call activity goals by at least 20% from 2001-present
• Exceeded sales goals in 2003, 2004, and 2005
• #1 ranked Broker Dealer Sales Desk in the industry for Inside Wholesaler support according to Dalbar (2002) (#4 in 2003 and 2004)
1997-2001 Team Leader/ Inside Wholesaler- (mutual funds, annuities, 401(k)’s)
• Team Leader responsibilities included: coaching peers to enhance their overall productivity level, strategizing with management, interviewing candidates for the Sales Desk, and assist manager in annual performance appraisals
• Increased sales in territory from $330 million/ year to $750 million/ year
• Ranked in the top 10% for new producers as well as premier partners in the territory
• Delivered several presentations with brokers while traveling using a “dual leadership” strategy to effectively manage the territory
• Won several contests and consistently ranked in the top tier for overall Sales Desk Representative productivity (total sales, new producers, number of contacts, etc)
1997 Inbound Marketing Representative
• Responded to around 100 telephone calls a day from brokers, marketing our mutual funds and annuities
1995-1997 Mutual Fund Representative
• Responded to questions from brokers and shareholders concerning MFS’ products and procedures
Education: University of South Carolina. Columbia, SC.
8/94 Bachelor of Science degree in management
Bachelor of Science degree in finance
Licenses CMFC
Organizations: Series 6
Series 63
Series 26
Series 51
Life, Property & Casualty
Completed Fusion training and Sarano Kelley’s presentation skills workshop
References: Available upon request
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