Sales Manager
Resume:
Scott C. Wertz
Ogden, UT ****3
801-***-**** cell
*****@***************.***
Territorial Sales Business Development Relationship Management
A results oriented sales manager with the drive to achieve above average results. Qualified with over fifteen years practical, related experience, improving processes with an eye to developing relationships and growing the bottom line. Able to communicate effectively on all organizational levels. Noted for ability to adapt quickly to new situations and make an immediate contribution.
Descriptions by superiors include:
“Exceptionally reliable and trustworthy”
“Excellent ability to adapt to new situations”
“Genuineness in dealing with others”
“Extraordinary understanding of the needs of the business”
“Adept ability to communicate” “Enthusiastic and positive leadership”
“Takes responsibility and shows initiative”
“Very accommodating, friendly and approachable”
“Excels in self-direction and self-pacing”
“Level-headed approach to managing conflict”
CAREER HIGHLIGHTS
Rocky Mountain Financial Services Nov 2006 – Present
Owner
Running my own business has been fun and challenging. I have learned how to more effectively recruit and train good talent as well as set and follow a business plan to success.
2009-2012 Contractual wholesaling of life insurance for one of the oldest and largest Brokerage General Agencies in the country.
2006-2009 Developed a successful life settlement brokerage from scratch all from new relationships. Sold over 100 million in death benefit. Great high level experience wearing and working all the hats. Had a lot of fun on my own but realized the value in strategic partnerships and specialization.
Life Settlement Insights, LLC Mar 2005- Nov 2006
Western Regional Director
LSI is a start up life settlement brokerage firm based out of Cleveland OH. I was hired on to develop a presence west of the Mississippi. Specifically, my responsibilities are overall business development in the western half of the US including client acquisition, relationship development, operational excellence and human resource recruiting, sales training and management.
There were no producing relationships out west. Shortly after I started, I was given an internal wholesaler and a case manager to train and develop. Neither had any experience in life settlements or life insurance.
• Exceeded $10,000,000 of submitted death benefit within the first 2 months of employment to receive promotion in compensation.
• Surpassed submitted business in the East by the end of the first 9 months of employment. The eastern region had been producing more than a year prior and had 3 sales people.
• Produced over $500,000 in revenue within the first 12 months, signing 14 master broker contracts within the same time period.
• Influential in bringing on 2 of LSI’s largest national accounts.
• Recruited and trained external wholesales force out west. Looking to aggressively hire and manage 7 reps before year’s end.
Crump Insurance 2001-2005
Sales Executive
Crump (formerly BISYS) is the nation’s leading independent distributor of life insurance. I helped to manage our largest national producer account, Lincoln Financial Advisors. My primary role was to grow the account by visiting the various offices around the country developing relationships and presenting and training various sales ideas and resources.
• Developed successful business plan to grow production by focusing on three major areas: Top tier planners who weren’t utilizing our resources, training newly affiliated planners to Lincoln, and coordinating and promoting efforts with client management.
• Successful growth - 30% increase in the number of applications over the previous year after 3 months of marketing efforts. By the fourth month overall production had reached record levels. 2003 grew permanent life by 36%. 144% of goal for fiscal year 2004 (July 2003 – June 2004.)
• Pioneered marketing efforts by creating a successful business plan and marketing strategy as the sole wholesaler/relationship manager for entire client account. Starting December 2001 monthly revenue averaged 250,000 – 300,000. Three years and 4 additional wholesalers later (soon to add 2 more), the account now averages 500,000 – 600,000 monthly revenue. I have achieved at least 100% of goal every month since July 2003. Goal has been raised twice since then.
• Teach, train, motivate agents and their staff on the latest sales ideas, hottest products and best service practices via seminars, group and one on one meetings, videolinks, conference calls and telesales. Thorough understanding of industry from the agent and general agent perspectives.
Iomega Corporation 1999-2001
Global Supply Chain Manager
Iomega Corporation is a leader in smart portable storage solutions. I managed the OEM global supply chain for three tier one customers, Compaq, Gateway and IBM.
• Transitioned quickly to a new industry with the ability to focus on the most critical priorities, project management experience, multi-tasking and exceptional communication skills.
• Analyze and add intelligence to regional and global forecasts for OEM customers and their third party manufactures. Critical to reporting accurate numbers for revenue and inventory control purposes.
• Experience working in a team environment with sales, engineering, planning, product management, finance and others to insure Operational Excellence to the customer.
• Received praise from Compaq as "one of our best suppliers with all their ducks in a row." Iomega was currently on supply allocation at the time.
• Set up procedure for a successful rebate program for Compaq. Also set up hub contracts on all hubs Iomega uses for Compaq and IBM and Gateway.
• Responsible for End of life/New product transitioning, EC Management and BOM scrubbing.
EDUCATION/TRAINING
4 classes into CLU/CHFC designations
Constant training on latest products and sales ideas in the industry.
HTML Training
Six Sigma Greenbelt training
Training in following software applications: Oracle, Agile, Groupwise, Business Objects, Minitab, Demand Planner, client management and all Microsoft Office tools.
BS, Economics - University of Utah - Salt Lake City, UT
Life & Health licenses; Mutual Funds: Series 6 and 63 licenses
Contact this candidate