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Yyyyyy x. yyyyyy


0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx



Account Manager / Account Executive with 15 years sales experience

Cold Calling Prospecting Client Relations Leadership & Training

Territory Development Presentations & Proposals B2B & Direct Sales



         Offer strong experience in all facets of sales from prospecting and negotiating to closing and maintaining strong client relationships; excel at consultative selling and gaining trust and credibility.

         Well-honed expertise in establishing rapport with prospects, delivering compelling sales proposals and presentations, overcoming sales objections, and practicing diligent follow-up.

         Exemplary skills in analyzing current market trends to plan sales strategies, optimize competitive positioning, and promote products and services with persuasive conviction.

         Reputation for business acumen, initiative, resilience, and commitment to achieving results.

         Expertise in crafting plans which advance market share, sales, brand exposure, and profitability.

         Offer extensive experience in working with seniors with specialization in Medicare insurance sales.

         Adept at establishing, administering, and expanding new sales territories from scratch.

         Passion for delivering ongoing client service by responding to questions and guiding clients through healthcare and health insurance system; well-versed in physician, hospital, skilled nursing facilities, case management, and discharge planning service needs.

  • Excel at identifying and resourcefully converting challenges into lucrative sales opportunities.


Professional Experience


Clairmont Financial Group / self-employed, 2010 to Present

Medicare Insurance Specialist

         Prospect, educate, and enroll individuals in Medicare advantage plans and supplements; successfully delivered 18 presentations during most recent open enrollment period.

         Foster, nurture, and maintain productive relationships with physician groups, skilled nursing facilities, hospitals, case managers, home health professionals, and caregivers to achieve mutual goals.

         Conduct in-depth reviews of client s health circumstances and goals, and devise plans and strategies to help clients pursue long-term goals.

         Partner with external wholesalers to conduct presentations, lunch & learns , and educational seminars, vital to securing new accounts and expanding sales pipeline.

         Concurrently managed accounts for employers benefits as contractor for Clairmont (2012 to 2016).


Allianz Life Financial Services, 2007 to 2009

Account Executive Variable Annuities

         Established new territory for sales of wholesale variable annuities and financial services to financial professionals, and surpassed new producer goals by 40%.

         Analyzed clients needs, recommended optimal products and solutions, demonstrated competitive advantages and benefits, and met sales targets through cold calling, prospecting, events, continuing education seminars, luncheons, dinners, and major presentations to large audiences.

         Planned and orchestrated launch of new product to propel annual sales from $2M to $16M.

         Exceeded activity requirements by averaging 28 financial advisor appointments per week.


Continued ►



Yyyyyy x. yyyyyy Page 2 of 2


Professional Experience continued


Credit Suisse Financial Corporation, 2006 to 2007

Account Executive

         Brought on board to drive sales of wholesale mortgage products to mortgage companies; efficiently secured target accounts and reached $5M in funding within three months to earn recognition as 2nd highest ramp-up in company history.

         Developed new account executives, loan officers, and brokers by conducting seminars, coordinating training sessions, and providing one-on-one training.

         Regularly exceeded client acquisition goal through outstanding cold calling and prospecting talents.


Lehman Brothers, 2002 to 2006

Account Executive

         Sold wholesale mortgage products to mortgage companies by developing untapped market in Minnesota.

         Rapidly signed 100+ accounts within first year, translating to $8M-10M in monthly loan revenues.

         Processed and pre-underwrote files for top broker offices and held accountability for ordering critical documentation (i.e. appraisals, condo certifications, HOA forms, VOEs, VODs, flood certifications, titles), reviewing tax returns, paycheck stubs and bank statements, and calculating income and assets.

         Conceived and proactively suggested staff mentoring program, and received approval to train and mentor new account executives.

         Delivered outstanding customer service to consistently maintain client retention at 98%.


Medtox Laboratories, Inc., 1994 to 2002

Human Resource Director / Director of Clinic Network Operations

         Independently spearheaded full-scope human resources operations for $100M toxicology lab and medical device manufacturer.

         Strategically hired three qualified HR professionals to support organizational growth, and provided direct leadership, coaching, mentoring, and motivation to eight mid-level managers.

         Governed staffing/hiring, benefits administration, payroll, compensation plans, compliance, and HR policies and procedures during company s expansion from 100 personnel to nearly 600 employees during tenure.

         As Director of Clinic Network Operations, effectively launched new division from scratch to provide contracted services for drug testing.

         Proactively formed 12,000 clinic partnerships to elevate competitive positioning, boost client satisfaction, and slash operating expenses.

         Solely navigated difficult layoffs for all 70 employees of an acquired company, and additional layoffs following subsequent acquisition.

         Methodically revamped disorganized department by mastering three technical functions, standardizing procedures, elucidating staff expectations, and empowering supervisors.

         Transformed dysfunctional service function by conducting in-depth analysis, aligning and mobilizing teams, clarifying sales territories, and defining new customer support hours to result in substantial improvements as indicated in client feedback.


Education & Credentials


MN Life, Health & Disability license


AHIP Certification


Business Administration/Communications, St. Cloud State University




Yyyyyy x. yyyyyy


0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx




















Please accept this letter and accompanying resume in application for the (INSERT JOB TITLE / POSITION) opportunity that is currently available with (INSERT NAME OF COMPANY). In advance, thank you for your time and consideration.


I offer a significant background in cold calling and prospecting, and a demonstrated track record of achieving or topping aggressive revenue targets. I excel throughout the full sales cycle with considerable strengths in establishing credibility with prospects due to comprehensive industry knowledge and rapport-building skills. I also possess exemplary talents in training and mentoring sales professionals, and developing new sales territories from the ground up. Furthermore, my polished communication skills are central to delivering convincing sales proposals, effectively responding to prospects needs, and building profitable and long-lasting client relationships.


As a proactive contributor to (INSERT NAME OF TARGET COMPANY), you will find me to be a stellar leader committed to supporting you in achieving your objectives through superior self-initiative and a passion for working with the senior population. I am confident that I could be an asset to (INSERT NAME OF TARGET COMPANY) and encourage you to call me at the contact information listed above so that we may discuss this mutually beneficial opportunity.





Yyyyyy x. yyyyyy

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