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| Desired Industry: Finance/Investment |
SpiderID: 27217 |
| Desired Job Location: Philadelphia, Pennsylvania |
Date Posted: 6/11/2009 |
| Type of Position: Full-Time Permanent |
Availability Date: 7/1/09 |
| Desired Wage: 90,000 |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, 25-50% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: Yes |
Objective:
Gene R Samit
9401 Pacific Ave. #26
Margate City, NJ 08402
215-391-8488
genesamit@comcast.net
OBJECTIVE
A Sales Management position with a progressive organization that values growth and developing skills for their sales force.
SUMMARY
An accomplished financial services sales executive with proven results: as a recruiter, leader, and team builder and compliance supervisor. Consistently meets and/or exceeds corporate sales and profit plans. Expanding my entrepreneurial skills as a small business owner.
PROVEN ABILITIES AND SKILLS
Sales Management
• Introduced a new selling system that led to sales of $5.8 million in Production credits, a 15% increase over the prior year.
• Wholesaled Variable Annuities to Morgan Stanley offices, increased sales by 45% within the first 6 months to a run rate of $7.5 million per month.
• Guided a Bank Annuity Program to Sales and Profit target for 7 consecutive years, achieved 200% of profitability in 1995.
• Implemented successful sales training and highly effective branch referral programs in several Bank programs.
• Coached, counseled, and motivated sales force to higher production levels on a consistent basis.
Presentations and Training
• Designed and delivered numerous Sales Training programs for Sales and Branch personnel on products, selling skills, and profiling customers.
• Conducted Public Seminars on Variable Annuities to groups from 5 to 100, generating product sales.
• Presented ideas and made formal presentations at the Senior Management and Board of Director level.
• Designed and delivered Variable Annuity product training to groups from 2 to 50.
Innovation
• Launched 4 start up programs in groundbreaking initiatives, where staffing, training, and referral programs were initiated.
• Led team in conversion of no-load funds to placing a sales charge for a Mutual Fund Family.
• Purchased photography franchise (www.tssphotography.com/genesamit), directing a staff of 4 on photo shoots; camera and lighting equipment set up, digital portrait photography, and retail sales.
• Mastered Digital Portrait Photography and developed skills in action and event photography.
• Created a computer based referral and appointment system, which maximized selling time and increased production.
• Managing the following tasks as a business owner: writing proposals, product selection, sales and marketing, budgeting and planning.
Compliance and Supervision
• Involved in all aspects of Sales Supervision and Compliance as a General Securities Principal.
• Served as Principal of Broker Dealer and was responsible for FOCUS Reports.
• Conducted mandatory Compliance Inspections satisfying firm standards.
• Established in-house Supervisory and Compliance standards for Bank Annuity program.
Recruiting
• Built several Bank programs from their inception by hiring from 15 to 25 licensed sales representatives in the initial phase.
• Upgraded sales force by constantly seeking more proficient producers, by cold calling and working referrals.
• Initiated program by having potential hires spend time in the field with experienced producers.
• Developed interviewing techniques and keen observation skills for highly effective hiring.
EXPERIENCE
TSS Photography, Willow Grove, PA, Owner, 2008 to Present
Allstate Corporation, Plantation, FL, Financial Services Consultant, 2006 to 2008
WM Financial Services, Boynton Beach, FL, Assistant Vice President and Sales Manager, 2004 to 2006
Essex Corporation, Ft. Lauderdale, FL, Vice President and Sales Manager, 2002 to 2003
Hartford Life, Holland, PA and Boca Raton, FL, Regional Marketing Director, 1999 to 2002
Dime Securities, Brooklyn, NY, Vice President and Sales Manager, 1998 to 1999
Talbot Financial Services, Newtown, PA, Senior Vice President, 1990 to 1997
EDUCATION
Philadelphia University, Philadelphia, PA
• Bachelor of Science, Business Administration
LICENSES
FINRA, Series 7, 24, 51, 63
Florida Life Insurance, Inactive
Candidate Contact Information:
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