Sales Vice President
Resume:
Brian J. DeVinney
Cranberry Twp., PA 16066
pmnpoq@r.postjobfree.com
Dynamic results driven sales strategist with a 10+ year record of achievement and demonstrated success driving revenue growth while providing visionary sales leadership in a highly competitive market. Solid track record securing key clients and increasing product distribution to grow market share. Exceptional mentor and coach: combine business acumen with innate leadership abilities to recruit, build, and retain top-performing sales teams.
Core Competencies
• High-impact Sales Presentations. • Needs Assessment & Product Education.
• Territory Growth Management. • Recruiting Initiatives.
• Strategic Market Positioning. • Team Leadership, Coaching, and Mentoring.
Professional Experience
*The Legend Group, Pittsburgh, Pennsylvania
Financial Advisor: (November 2011-present).
Design, implement, and adjust various sales plans and programs to increase 403(b) retirement plan participation in public schools, with a focus on building market share. As a Financial Advisor I am skilled at consulting with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals, by using my comprehensive knowledge and experience in, leveraging numerous investment instruments in a variety of complex scenarios. This along with my relationship-development expertise and the ability to aggressively build a solid client base has lead me to excel in this performance-driven, high-pressure environment.
*First Commonwealth Bank, Pittsburgh, Pennsylvania.
Financial Advisor: (December 2010 to October 2011).
Worked with 6 branches in the banking system, consulting with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals, by using my comprehensive knowledge and experience in leveraging numerous investment instruments in a variety of complex scenarios.
*AXA Advisors LLC, Pittsburgh, Pennsylvania.
Vice President: Retirement Benefits Group. (January 2010 to December 2010).
Was recruited to come back to AXA and rebuild the Retirement Benefits Group from scratch.
*Kades-Margolis Corporation, Pittsburgh, PA.
Financial Advisor: (January 2009 to December 2009).
Design, implement, and adjust various sales plans and programs to increase 403(b) retirement plan participation in public schools, with a focus on building market share.
As a Financial Advisor I am skilled at consulting with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals, by using my comprehensive knowledge and experience in, leveraging numerous investment instruments in a variety of complex scenarios. This along with my relationship-development expertise and the ability to aggressively build a solid client base has lead me to excel in this performance-driven, high-pressure environment.
*AXA Advisors LLC, Pittsburgh, Pennsylvania.
Vice President: Retirement Benefits Group. (January 2005 to February 2008).
Financial Advisor: Retirement Benefits Group. (January 2001 to November 2008).
As Vice President, I oversaw a Tri-state (Pennsylvania, Ohio, and West Virginia) sales organization with eight financial advisors for the leading provider of 403(b) retirement plan services. Annual revenues exceeded $850,000 in Gross Dealer Concession (GDC). Provided cross-functional team training, coaching and mentoring in wealth management and wealth preservation to the team of advisors. Designed and implemented, various sales plans and programs to increase 403(b) retirement plan participation in public schools, with a focus on building market share.
Direct sales and business development functions included:
• Educating employers on new tax law changes and how they effect day to day operations,.
• Key account management.
• Customer relationship development. Provide cross-functional team training, coaching and mentoring in wealth management and wealth preservation. . Design, implement, and adjust various sales plans and programs to increase 403(b) retirement plan participation in public schools, with a focus on building market share.
Leadership Achievements:
• Winner of the Platinum Management Award for 2007 for ranking in top 15 offices nationally.
• 21% PIOLY in core business of selling 403(b) retirement programs from 2006 vs.2007.
• 27% PIOLY in assets transferred into our program from 2006 vs. 2007.
• 46% PIOLY in New Business production.
• Winner of National Leaders Corp for 2007.
• 5 of 8 advisors achieved Regional Leaders Corp performance while 1 of the 5 hit the Summit Production Level for 2007.
As a Financial Advisor I am skilled at consulting with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals, by using my comprehensive knowledge of, and experience in, leveraging numerous investment instruments in a variety of complex scenarios. This along with my relationship-development expertise that complements the ability to aggressively build a solid client base has lead me to excel in this performance-driven, high-pressure environment.
Sales Performance:
• Qualified for Million Dollar Round Table 2005, 2006, 2007 and 2008.
• Top 30 nationally out of 800 advisors in First Year Premium 2004, 2005, 2006, and 2007.
• August 2004 appointed Interim Vice President of the Retirement Benefits Group, Pittsburgh and assumed permanent status January, 2005
• Guest Speaker for Retirement Benefits Group national training 2004 on challenges faced in urban public school districts.
• From 2001 through 2008, I managed more than $41,000,000 of client’s assets with annual contributions of $2,100,000 into the 403(b) retirement program.
*American Income Life Insurance. Pittsburgh, Pennsylvania.
Supervising Agent: (January, 2000 – December, 2000).
Sold supplemental benefits packages to multiple unions and their memberships throughout Western Pennsylvania. Promoted to Supervising Agent in April, 2000.
*North Hills School District. Pittsburgh, Pennsylvania.
Assistant Varsity Swimming Coach: (November, 1997 – March, 2004).
Train and teach male and female high school swimmers in competitive swimming. During my tenure, results were achieved by implementing a rigorous training schedule both in and out of the pool. Workouts were designed for training sprinters, and distance swimmers with a focus on the various strengths and weaknesses of the given athletes. Results:
• Two Olympic Trial qualifiers. • 17 All-State qualifiers.
• Eight Division I scholarship athletes. • 3 Pennsylvania State runner-ups.
• 13 All-American qualifiers. • Seven WPIAL Championships.
*Waddell and Reed. Pittsburgh, Pennsylvania.
Financial Advisor: (August, 1998 – December, 1999).
Sold financial planning services, mutual funds, and life insurance to a diverse audience using a variety of sales approaches. Developed client base from intensive cold calling, referrals, networking, seminars, and trade shows. Results:
• Earned the Bronze, Silver, and Gold Superstarter Awards.
• Was #1 in commissions 8 of 12 months for first year advisors in our region.
• Qualified for National Leaders Forum.
*University of Pittsburgh Medical Center, Shadyside. Pittsburgh, Pennsylvania.
Nurse: (January, 1997 – September, 1999).
Duties on this fast paced cardiac/telemetry unit included, interdisciplinary collaboration with other healthcare professionals, direct patient care, telemetry, assess plans and implement the nursing process, documentation of all actions and outcomes, and respond in an efficient and concise fashion to any situation.
• Due to my quick thinking and training I was able to resuscitate three patients in separate life threatening situations.
Education and Licenses
Bachelor of Science: Nursing * Kent State University, Kent, Ohio.
Bachelor of Science: Biology minor Chemistry * Indiana University of Pennsylvania, Indiana, Pennsylvania.
Professional Licenses
FINRA Series 6
FINRA Series 7
FINRA Series 24
FINRA Series 63
Currently Studying for FINRA Series 65
Life, Accident, and Health Insurance PA
Professional Designations
Retirement Benefits Specialist: Tax Sheltered Plans
Professional Organizations
Pennsylvania Association of School Business Officials
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