Sales Professional

SANDY HATCH

Sales Professional

Objective:

To apply skills acquired through years of success in financial sales to a mid-level sales position for a national corporation.

Summary of Qualifications:

Was #3 in a district of 21 in personal production while maintaining both high closing ratios and maintaining 97% of client base annually.

Adept at combining in depth knowledge of relationship building and analytical expertise to secure new and repeat business.

Professional Experience:

Sales Agent. America’s Professional Services 2008-present.

Top in recruiting class where only 5 of 10 passed the intensive training process.

Maintained top performing sales agent of that class, performing at level of experienced

representatives in just 3 months.

Contacted personal mentor daily to share success, and learn how to improve.

Provided clients with financial, estate, and tax planning in a professional, ethical manner using a

team of CPA’s and an estate planning attorney.

New Accounts Representative. Thinkorswim Brokerage/Investools 2004-2008.

First coach to score a 100% score on a monitored call. (Only 2 in history of company)

Promoted from coaching to start up new accounts department.

Top of 5 representatives in calls and accounts opened.

Successfully passed Series 7 license by self study in addition to regular duties.

Presented “one to many” to as many at 45 people for 8 months coaching using Webinar via

internet.

Advanced to “Live Student Instructor” and maintained 97% good or excellent marks. Positive

feedback resulted to promotion to “one to many” format.

Advanced to “hotline” team in just 16 months, and had 98% good or excellent marks from

students.

Registered Investment Advisor. Barnes Bank 2003-2004.

Instrumental in timely opening of Salt Lake operations through staff training and external

marketing. Met or exceeded deadlines and metrics for smooth opening.

Maintained high closing ratios while providing solutions to customers financial needs.

Registered Investment Advisor. America First Credit Union 1997-2003.

#3 of 21 representatives in district in sales, creating over $204,000 in revenue for the Credit

Union and firm in the last year. Increased sales each year by 12-34% regardless of market

performance.

Mentored newer representatives.

Developed innovative marketing contexts and conducted many seminars on various topics for

employees and members. These activities resulted in 10-25% more referrals internally.

**If you can’t tell by now, I LOVE doing presentations!**

Life Insurance Sales Agent.

Principal Financial Group June 1997-December 1997.

Led group of 8 new hires in first job selling insurance in sales.

Advanced to sell variable products in 2 months and led group in sales again.

Won 3 sales awards for personal production.

Loan Officer (outside sales). Woodlands Financial, 1996-1997.

Adjusted to and proved successful in new line of work in 2 months.

Rose to #2 in office in sales and loans closed in 5 months.

Registered Representative Fidelity Investments. 1991-1996.

Presented new 401K plan to General Motors plant in Flint, Michigan.

18 months of customer service, moving up from Junior to Senior rep.

Promoted to Mutual Fund Sales dept from customer service, consistently top 20% in both sales

and closing ratio’s. Only 3 of 80 sales representatives accomplished this.

Promoted to “flex” team within 18 months from sales with variable duties as needed by firm.

Managed and trained new hires for securities licensing with 85% success rate.

Education/Licensing:

Series 7

Had Series 65 license for 4 years. Could easily get again.

Life and Health Insurance license

College for Financial Planning

Salt Lake Community College, Finance.

University of Utah, Business.

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