Sales Manager

Brian Judson - 785-***-****

Professional Profile

I have a proven record of success in internal and external facilitation with clients, employee management, interviewing new hires, general sales & insurance sales, and teaching effective job skills to employees. I am a proficient analytical problem solver with the ability to solve specific management challenges and efficiently manage myself. In addition, I have a calm and patient demeanor with clients and employees.

Experience

UMB, 1635 E. Colfax Ave., Denver, CO 80218

06/23/2008 – Present

Insurance licensed, Team Lead Senior Personal Banker III

Branch Manager: Vicky Hales 720-***-****

Duties:

Primary sales role and advisor within UMB's advisory center. Focused sales efforts with high value client relationships in local markets. Responsible for conducting client sessions, extracting client needs, providing financial counsel and establishing financial plans as a trusted advisor. Coordinate with internal and external business partners and subject matter experts to meet client goals. Small business calls. Annuity and term life insurance sales.

AWARDS:

2011 #1 in bank sales and insurance/annuity sales Western Region

2010 Denver Regional Sales Star Award

Gatekeeper Administration & Consulting, 3809 Sunnybrook Lane, Lawrence, KS (Home Office: 1338 W. Forest Meadows, Suite 220, Flagstaff, AZ 86001)

03/03/2008 – 05/23/2008

Regional Client Services Specialist

Regional Manager: Steve Moore 877-***-****

Duties:

Interview prospective public school and university administrators and establish timelines for completion of benefit plan reviews, employee enrollments, and commencement of “Gatekeeper” processing via third-party benefit administration (403b, 457b & cafeteria plans).

Train client human resource/payroll personnel on entire project sequence.

Communicate regularly the project status to key client personnel and home office personnel throughout the entire project.

Conduct employee meetings and assist employees with plan enrollment during the year via enrollment meetings, vendor fairs, and group seminars.

Commerce Bank N.A., 955 Iowa Street, Lawrence, KS 66044

04/03/2006 – 03/01/2008 (left job to pursue a career in HR)

Financial Services Representative w/ Insurance & Annuity Sales

Branch Manager III/Reg II: Roy Mansch 785-***-****

Duties:

Sell Commerce Bank products and services via gathering and uncovering customer needs.

Solicit new business for the bank: business and personal customers.

Originate personal, business and commercial loans, such as equipment loans, lines of credit and commercial property secured loans.

Solve customer questions, concerns and needs while representing the organization with high standards.

Perform duties by means of little supervision with an approach to always learn, answer questions, and guide myself and others to success.

AWARDS:

Kansas City Regional Sales Excellence (Bank of Choice) Award 2007

Corporate-wide Sales Excellence (Bank of Choice) Award 2007

United States Postal Service, 14 Agassiz Street, Flagstaff, AZ 86001

12/2004-06/2005 *(Took position for supplementary income while working at AFLAC to save money for move to Kansas)

Rural Route Carrier

Station Manager: Gary Young, 928-***-****

Duties:

Sorted & forwarded mail to appropriate customers and delivered mail on a mail route.

AFLAC, Northern Arizona District, 4005 Lake Mary Rd, #6, Flagstaff, AZ 86001

04/2003 -12/2005 *(left job due to move from Arizona to Kansas)

AFLAC Sales Associate (AZ, KS Licensed Insurance Agent – Health & Life)

District Sales Coordinator: Doug Stricker, 928-***-****

Duties:

Generated business leads, cold-called businesses, and made appointments with decision-makers (owners or HR)

Presented AFLAC products and services to employers and conducted group presentations to staff.

Enrolled employees in AFLAC group plans and transmitted policy requests to AFLAC headquarters.

Followed-up with employers and employees to ensure accurate accounting and benefit instruction.

Handled all client claims and delivered indemnity payments to policy holders.

Engaged in quarterly servicing of each account.

Coconino County Human Resources, 219 E. Cherry Ave. Flagstaff, AZ 86001

10/2002-04/2003 *(Six-month temporary graduate-level internship program)

Human Resource Intern

Human Resources Director: Jane Emberty, 928-***-****

Duties:

Payroll entry, record keeping, invoicing, purchase orders.

Sourced and interviewed various job candidates.

Coordinated HRIS software needs with risk management and IT departments.

Conducted training on functionality of county compliance software to safety supervisors.

Aided the HR director with any office tasks that needed to be researched or completed.

Coconino County Career Center, 2625 N. King St., Flagstaff, AZ 86004

05/2002-08/2002 *(Three-month temporary summer work program)

Head Supervisor/Assistant Program Coordinator – BOS/WIA (Brennan Homes, Doney Park, Kachina Village, Page/Le Chee, Williams)

Youth Program Coordinator: Janetta Beaumont, 928-***-****

Duties:

Coordinated intake interviews for the Federal Workforce Investment Act and tested student verbal and mathematical abilities under the Student’s with Disabilities article.

Scheduled and proctored exams.

Offered general and/or intensive supervision of youth team leaders, and summer work crews.

Assisted in program coordination (i.e. planned and coordinated opening/closing day activities at work sites with community members and leaders; coordinated team building workshops).

Created a capstone Power Point presentation of all events that occurred during the summer programs, with statistics on funding, and youth incident rates specific to selected communities.

Helped dislocated/unemployed adults and youth find employment in northern Arizona with the Career Center’s One Stop resources.

Job Skills

• Bank sales

• Behavioral Interviewing

• Benefits and claims service

• Business Research (Statistical)

• Computers/Office equipment

• Correspondence

• Editing

• HR Policies

• Effective presentations to clients (verbal, written, electronic media)

• Employee selection and training

• Insurance sales (health/life)

• Job analysis

• Job placement

• Management

• Marketing Research

• Microsoft Office

• Payroll

• Program Coordination

• Record keeping

• Scheduling

• Basic HRIS

• Website design and management

Education and/or Degrees Completed

August 2000, Northern Arizona University, Flagstaff, AZ

Extended B.S. Psychology (HR emphasis)

Minor in Forest Management

September 2002 – 2003, University of Phoenix, AZ (M.B.A program)-not completed

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