Sales Manager

Guillermo A. Delgado

305-***-**** ***** SW **nd Street

*********@*******.*** Miramar, FL 33027

Seeking Position As:

Management Professional

Motivated, focused and easygoing manager has more than 18 years of cumulative experience in the Banking and Insurance Industry. Highly analytical Branch Sales Manager is passionate and demonstrates the keen ability to manage concurrent priorities with meticulous attention to detail, and find appropriate solutions that fit clients' personal needs and requirements through careful assessment, analysis and using proven probing techniques. Amiable candidate excels in establishing rapport easily with a diverse range of internal and external customers. Flexible and diligent sales professional offers genuine enthusiasm in the motivation, training and continuous development of colleagues; thrives in demanding team environments, excels under pressure, and leads by example.

Strategic & Operational Planning Negotiation & Closing

Compliance Control, Staff Coaching & Training Business Plan Development

Retail Banking Policies & Procedures Sales & Marketing Management Strategies

Property and Casualty Sales Life and Health Insurance Sales

Professional Experience

Allstate Insurance Company (Integrated Capital Corporation) 2009 – Present

Agency Principal

Initiated out of the box marketing strategies and successfully implemented them with great results in a saturated market.

Oversaw day to day operations including human resources for a staff of 6 and motivated them to meet monthly sales goals.

Conducted staff training to remain abreast on current and existing Allstate products and effective sales techniques.

Ensured agency compliance to meet with Allstate corporate rules and guidelines met and exceeded Allstate set goals and milestones month after month.

Led the agency to overall 3rd most auto sales in the state of Florida in 2010; compiled daily audits of customer files to ensure agency compliance.

HSBC 2002 – 2009

Various Roles and Responsibilities

Miami, FL

Branch Sales Manager (2004 – 2009)

Attained distinction for sales excellence, office ranked #1 for loan account gain out of 82 offices in Florida.

Developed the sales plans for the branch based on corporate targets, coaching and mentoring staff to exceed targets by an average of 100% in 2008.

Established and developed a high performance sales team, leading them to increase receivables from $63 million to over $83 million within 1 year.

Monitored individual and team performance on a daily and quarterly basis to ensure that sales targets are met, introducing remediation measures in areas of underperformance.

Relied on knowledge of key targets to monitor and evaluate sales, productivity levels and profit opportunities of the branch, implementing strategic initiatives to leverage growth.

Ensured proper communication and monitoring to ensure compliance to all corporate policies, including FLSA and Positive Workplace Environment-HMDA-TCPA.

Employed advance knowledge of banking operations, sales expertise and products to facilitate training and coaching, guiding staff in effective solicitation.

Called upon to handle complex or escalated customer issues that using astute judgment, diplomacy and excellent problem solving skills to ensure continued business relations.

Oversaw all staff performance management including performance reviews, discipline and individual sales performance analysis.

Senior Account Executive (2002 – 2004)

Recognized for successfully exceeding the targets, attaining $2 million in loan account gain; received President Council award for top 10% sales ranking in the division.

Marketed financial and insurance products including credit life, credit disability and unemployment insurance as a component of the loan package.

Exceeded sales targets through exceptional networking and cold calling talents using tenacity, client relations and sales expertise.

Demonstrated a sense of urgency to complete all due diligence activities in a timely manner while ensuring compliance with bank policies and risk management guidelines.

Cultivated responsive, solutions-focused relationships with clients, taking the time to thoroughly understand their current and future requirements to align products.

Delivered compelling presentations to highlight the products and services including loan insurance valued-added benefits and distinguishing features to garner new sales.

Assisted the manager with loan documentation, proceeds disbursement, processing counter payments and auditing.

CreatAbility, Inc. 1998 – 2002

Director of Agency Operations/Finance Manager

Coral Gables, FL

Retained to manage the full scope of operations and finance including the administration of $32 million in annual billings and financial records management.

Improved financial operations efficiencies through the development and implementation of financial policies and procedures.

Managed the full budgeting process including development, tracking and analysis; instituted and managed the agency’s profit sharing plan.

Guided the team in efficient credit and collections operations to ensure appropriate cash flow; demonstrated customer excellence as liaison with clients and vendors for financial transactions.

Oversaw the full accounting cycle including accounts payables & receivables, payroll administration, credit and collections, monthly closings and reporting.

Spearheaded the full spectrum of human resources functions across staff recruitment, termination, coaching, and training and performance management.

Managed the agency’s portfolio across health, dental, office and automobile insurance and was relied upon to manage the full scope of taxation including planning and reporting.

Other Work Experience

SunTrust Bank 1993 – 1998

Operations/Financial Services Representative

Coral Gables, FL

Education & Technical Skills

Saint Thomas University, Miami, FL, 1998

Bachelor of Arts in Public Administration and Political Science

2-20 Property & Casualty

2-15 Life Health and Variable Annuities

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Access)

QuickBooks Silent Partner Accounting

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