Yyyyyy x. yyyyyy

Sales Professional / Manager

Cold Calling ~ Customer Needs Assessments ~ Sales Presentations ~ Account Development

B2B Sales ~ Relationship Development ~ Negotiating & Closing ~ Staff Leadership ~ Public Speaking

         Highly personable sales professional offering exceptional experience in B2B sales, relationship management, marketing, team leadership, new business development, territory management, and strategically overcoming sales objections.

         Proactively analyze emerging products and market trends to plan sales strategies, augment sales pipeline, and optimize competitive positioning.

         Skilled at developing cohesive yet competitive teams through motivational mentoring and coaching.

         Able to prepare and present informative and influential sales proposals to prospects and clients.

         Consistently deliver top-notch service crucial to acquiring new customers and optimizing sales production.

         Meet or surpass sales goals by cultivating strong customer relationships and gaining trust through advanced product knowledge.

         Established Johnson Financial firm from scratch including full accountability for staffing, territory development, prospecting, appointment scheduling, client relations, marketing, and product management.

         Qualified for Million Dollar Round Table during first year at Johnson Financial, and achieved Court of The Table elite recognition in 2014 for superior sales of annuities and life insurance policies.

         Championed efforts to attain Executive Council during first six months at New York Life in recognition of outstanding sales performance.

         Winner of All-Star Award at New York Life for producing more than $50K in life commissions at 50% commission rate.

Johnson Financial, Eden Prairie, MN, 2007 2016

Financial Advisor

         Planned, designed, and delivered compelling and enlightening presentations to sell a broad range of retirement, estate planning, insurance, and business planning products.

Continued

Professional Experience continued Yyyyyy x. yyyyyy Page 2 of 2

         Analyzed prospects needs and recommended optimal solutions to continually exceed sales targets.

         Persuasively sold COLI (corporate-owned life insurance) contracts to fortify executive benefit programs, subsequently resulting in greater acquisition and retention of top talent for client.

         Spearheaded sales of executive bonus COLI contracts to fund private retirement plans and eliminate reverse discrimination pertaining to company-provided term insurance.

         Recruited qualified sales agents to promote insurance brokerage services and provided in-depth training and mentoring to maximize production.

American Investors Group Inc., Minnetonka, MN, 2013

Registered Representative

         Arranged appointments with prospects and clients, reviewed financial portfolio, and recommended solutions encompassing REITs, church bonds, life insurance, annuities, and mutual funds.

New York Life Insurance Company, Edina, MN, 2010 2013

Financial Services Professional

         Advised clients in selecting retirement, estate and business planning products to meet defined needs, and executed innovative marketing tactics to fuel business development.

         Conducted cold calls to steadily expand territory and meticulously tracked client interactions and account activity.

         Successfully completed management training program, and recruited and trained new agents.

         Generated sales of COLI contracts and executive bonus COLI contracts to C-level executives.

Northwestern Mutual, Edina, MN, 2006 2007

Financial Representative

         Applied exceptional talents in rapport-building, goal setting, and account penetration toward driving COLI contract sales.

         Scheduled appointments with potential clients, gathered financial information, assembled customized financial plans, and provided recommendations to help clients attain financial objectives.

         Resourcefully leveraged networking, referrals, marketing, and cold calling to uncover potential new business and maximize territory growth.

BBA, Finance, University of Minnesota, Duluth, MN, 2005

Computer Networking, North Dakota State College of Science, Wahpeton, ND, 2001

Life & Health MN, WI, ND, TX, IN, IA, NE, KS, MO

Series 6, 7 & 63

Yyyyyy x. yyyyyy

(INSERT DATE)

(HIRING AGENT NAME)

(TITLE)

(COMPANY NAME)

(ADDRESS)

Dear__________________:

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.

In addition to a strong blend of technical and business acumen, I offer a significant background in cold calling and lead generation, and a demonstrated track record of achieving sales quotas. I excel throughout the full sales cycle with considerable strengths in establishing rapport with prospects. I also possess remarkable talents in motivating and influencing staff, customers and vendors to collectively meet or exceed business development goals. Furthermore, my polished communication skills are central to delivering convincing sales presentations, responding to prospects needs, and initiating lucrative client relationships.

As a proactive contributor to (INSERT NAME OF TARGET COMPANY), you will find me to be a versatile leader committed to supporting you in achieving your objectives through superior self-initiative and a passion for technology. I am confident that I could be a valuable 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.

Sincerely,

Yyyyyy x. yyyyyy