Sales executive / sales management / regional vice president of sales

SEAN M. FOX

***** ****** ***** ** 815-***-**** cell

Plainfield, IL 60586 *********@*******.***

SALES EXECUTIVE / SALES MANAGEMENT / REGIONAL VICE PRESIDENT OF SALES

Driven, analytical, innovative and business savvy sales executive with 10 years of internal and external sales experience in the insurance and financial services industry. Adept in discovering new business opportunities, driving sales lifecycles, and building market share. Comprehensive knowledge of fixed annuities, variable annuities, 401K plans and retirement counseling. Solid experience in relationship management, territory management, prospecting, and presentations. A superb salesman with a consultative approach and a proven track record of identifying client needs and supplying valuable solutions. Consistent success with referral attainment, leadership, and time management coupled with a robust work ethic. Available for relocation throughout the U.S..

Retirement Consulting • New Business Development • Strategic Planning

Market Research & Analysis • Territory Management & Development

Sales • Marketing • Business Planning • Client Relations

PROFESSIONAL EXPERIENCE

PACIFIC LIFE & ANNUITY COMPANY, Newport Beach, CA and Illinois 2000 - 2009

Regional Vice President 2006 - 2009

• Wholesaled Variable Annuities, Mutual Funds and 401K plans to advisors in the Independent Broker Dealer channel throughout Illinois.

• Key relationships included LPL, Woodbury, Mutual Securities Corporation, Waterstone, Royal Alliance and FSC.

• Increased variable annuity sales 15% in 2006 and 13% in 2007, including a 12% increase in both LPL and Woodbury and over 1000% increase with Mutual Service Corporation in 2008.

• Increased the number of first time producers by 10% in 2006 and in 2007.

• Provided effective sales ideas, strategies and product training, as well as conducted client and prospecting seminars, appreciation events and joint sales calls.

• Territory, travel and expense management within budget.

Senior Internal Wholesaler 2003 - 2006

• Promoted to Senior Internal Wholesaler effective February 1, 2005. Additional duties included assisting supervisors with special projects and assuming a team leadership role.

• Marketed Annuities and Mutual Funds to Registered Representatives within assigned regions.

• Established working relationships with existing and potential producers to increase Pacific Life Annuity market share.

• Prepared hypotheticals and developed customized solutions for client needs.

• Provided sales ideas and marketing tools to brokers.

• Followed-up with clients in a timely and professional manner.

• Scheduled appointments for Field Wholesaler.

Annuity Customer Service Specialist 2000 – 2003

• Provided technical support regarding contract structuring, death benefits/options, taxation, cost basis, investment fund choices and administrative forms for all types of Qualified and Non-Qualified accounts; generated 72(t)(q), RMD and Annuitization quotes.

SEAN M. FOX

24402 Spruce Creek Ct 815-***-**** cell

Plainfield, IL 60586 *********@*******.***

• Presented information regarding product features, contract values, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA/Qualified Plan transfers and rollovers and agent licensing and commissions.

• Responded to incoming phone calls from contract holders, agents, broker/dealers and internal clients regarding all aspects of variable and fixed annuity products.

• Fielded exceptions involving research, preparation of necessary supporting documents and daily meetings with upper management to provide recommendations and solutions. Responded to departments with resolutions and requirements within 24 hours. Reviewed all Letters of Indemnification/Hold Harmless.

• Performed Customer Service Lead duties; offered recommendations regarding procedure changes and product/system enhancements.

• Recognized by Dalbar for excellence in customer service.

ENDEAVOR GROUP (TRANSAMERICA CAPITAL), Corona Del Mar, CA 1999 – 2000

Internal Sales Associate

• Worked directly with a Field Wholesaler to schedule appointments, promote company products, service existing contracts and proactively solicit new business.

• Developed and maintained relationships with registered representatives and their Broker/Dealer back office representatives.

• Provided sales ideas and marketing tools to brokers and advised structuring of qualified and non-qualified retirement accounts.

• Exceeded both daily and quarterly goals for proactive sales calls.

PBC PAVERS, INC, Brea, CA 1998 - 1999

Sales Consultant

• Performed sales demonstrations and design consultations for residential Interlocking Paving Stones.

• Prepared and presented proposals to clients, then successfully closed sales using competitive bidding, product honesty and quality referrals.

• Maintained excellent client relations, completed job follow-ups and obtained client referrals.

EDUCATION & CERTIFICATION

Series 6 and 63 licensed

Passed IL Life/Health Exam 5/1/09

Sequoia Certified Wholesaler

General Education, 1988 - 1989, Riverside Community College, Riverside, CA.

Mathematics and Science, 1986 - 1987, Santa Ana College, Santa Ana, CA.

PROFESSIONAL DEVELOPEMENT

Continuing Education: Fusion Presentation Training, Powerful Presentations

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