Financial Services Sales Agent - 12 Years of Experience - Near 30328

Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales professional in cross marketing techniques. Talented change-agent skilled in mentoring and motivating front-line teams to drive sales though knowledge, integrity, and matching a firm's capabilities with the needs of the marketplace. Skill sets easily adapted into other businesses and industries. Highlights of Qualifications Thirty plus years of Executive Sales and Management experience distributing financial services products to the brokerage community and directly to clients. (Mutual Funds, REITs, Separately Managed Accounts, Alternative Investments, Variable Annuities, 401 (k), and UITs - both proprietary and non-proprietary). A top performer. Executed business leadership, resulting in increased annual sales and revenue at Fortune 500 Corporations by building relationships across various constituencies. Excellent customer service, customer relations, and relationship skills. Excellent presentation and sales training skills. Knowledgeable in Salesforce, Microsoft Office Suite. Managed travel budget Executive Sales Experience Impact Resources, a division of BROKERHUNTER.com Senior Vice President, Recruiting 2011 - Present Responsible for screening and interviewing candidates for specific opportunities within the Financial Services industry, i.e. Branch Managers, Assistant Branch Managers, Account Executives. Successfully placed Investment Representatives, Account Executives, Senior Account Executives, VP of Business Development, and Trust Officers with Fidelity Investments. Developed relationships with Citizens Bank HR department placing Bank Financial Advisors in Boston, Philadelphia, Pittsburgh, Detroit, and Chicago. Developed relationships with TD Ameritrade and TIAA-CREF.

Financial Services Sales Agent