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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ~ abc@xyz.com
Profile of Qualifications
More than eight years of experience in consultative sales, B-2-B Marketing, negotiation, communication, problem resolution, training and organizational collaboration
Holder of Series 7, 63 & 66 securities and Group 1 insurance licenses
Advocate of the Challenger Sales model and POWER Messaging
Possess excellent planning, analyzing, negotiation and repeatable sales process skills
Title, Paylocity Date Present
Expertly employ sales professionalism and experiential strengths to promote use of specialized payroll, HR and HCM software; successfully collaborate with multiple healthcare brokers as well as financial advisors in gaining crucial referral support.
Organization as a whole as well as Sales Team individuals are closely aligned with and interact on regular basis with the Fort Worth Society for Human Resource Management (FW-SHRM) as well as multiple local SHRM chapters.
Account Executive (Field) Westlaw Legal Solutions, Thomson Reuters 2015 - Date
Continually utilized exceptional consultative sales expertise while collaborating in one-to-one interfacing with highly successful Attorneys and Business Owners/Management on establishing organizational differentiation among competition for both profitability measures and stronger work product.
Strong proponent of employing on-going training/teaching to develop crucial workflow rethinking to achieve sales success.
o Recognized as Region and Team Leader in Legal Field Sales; successfully achieved 100% of annual compensation plan by close of Q3 2015 and posted outstanding 130% of Specialized Product Sales-Practical Law annual target.
Investment Consultant Financial Advisor, TD Ameritrade 2011 2015
Evaluated various investments to determine suitability for each client and provide investing advice.
Skillfully negotiated costs and fees to develop greater efficiencies and profitability.
Adopted, moved and grew 401(k) plans for Business Owners.
Referred to Independent RIA s for Full Financial Planning needs, often to acquire client s single biggest investment.
Grew deposit base by $160M and management portfolio of $40M.
o Two time President Club / Sales academy winner
o Two time Employee of the Month
o 2013 Annual Best of the Best Winner
o Sales New Hire Bootcamp Mentor
Licensed Relationship Banker, Capital One Bank & Financial Advisors 2007 - 2011
2008 Leader in Capital One Financial Advisor Initiative.
SE DFW Investment Coordinator- Arlington, North Arlington and Coffeyville locations.
Service to Sales initiative through LEAN / Six Sigma.
o Top 10 National Sales recognition 2011
o Top Gross earner for Investments 2011, DFW west Region
Sales Representative, Affordable X-Ray Source 2006 - 2007
Effectively contacted potential clients and educated individuals in product features and benefits.
Diligently worked to maintain existing client base and pursue new opportunities.
Education
Tarrant County College
Western Governors University, Business-Sales and Sales Management
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