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| Desired Industry: Management |
SpiderID: 4535 |
| Desired Job Location: Atlanta, Georgia |
Date Posted: 12/27/2005 |
| Type of Position: Full-Time Permanent |
Availability Date: |
| Desired Wage: |
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U.S. Work Authorization: |
| Job Level: Management (Manager, Director) |
Willing to Travel: |
| Highest Degree Attained: |
Willing to Relocate: |
Objective:
Generate revenue and increase market share through needs-based relationship building, strategic thinking, and skill development of the field sales force
Experience:
Consultant, Passing Blue, Inc. July 2005-Current
Recruited to spearhead transitioning an inbound service environment to a strategic sales force. Area of responsibilities include project management, staffing, budget adherence, training and executive presentations
Developed diversified sales strategies to include cross marketing, targeted messaging, and stratifying customer base to ensure the best-match of associates to clients
Provided consultation on clients internal business processes to decrease sales cycle and increase effectiveness of integrating customer feedback into product development
Sales Manager, NetBank Inc. 2004-July 2005
Managed a team of financial planning and brokerage services relationship managers whose function was to introduce brokerage and insurance products to the NetBank customer base
Negotiated service level agreements with department partners to ensure proper fulfillment and resolution of customer service and operational issues.
Sales Manager, NetBank Inc., Continued.
Determined product packaging/pricing and customer segmentation strategy, used to prioritize customers into segments that would generate immediate success and develop a pipeline for future success
Developed and implemented a company wide referral program to generate referrals for the Planning and Investing program. Traveled to all NetBank sites to conduct referral training
Created supervision and monitoring program aligned with the NetBank Interagency Statement and the compliance program of 3rd party firm partner
Managed sales team from zero assets and relationships to over $10 million in assets and $5 million is assets protected and over 200 relationships
Consultant, NetBank Inc. November 2003-June 2004
Introduced and implemented the relationship management sales model as the optimal design for the Planning and Investing program
Determined staffing requirements, hiring criteria, employee key attributes, duties and job descriptions, as well as future growth and staffing models
Created compensation model for licensed relationship managers based on earned revenue
Designed training program for both existing licensed reps and newly licensed reps, and established a common culture within a diverse group
Drafted and implemented policies, operational processes, and procedures for all aspects of the Planning and Investing program
Specified physical space requirements, office layout, technology needs, etc.
Defined telecom requirements and created scripting for Planning and Investing phone system
Sales Manager, E*TRADE Securities, Alpharetta, GA June 1998-June 2003
Instituted and developed with the guidance of E*Trades executive team the Club E*Trade program to cater to E*Trades most valuable high asset customers
Recognized as the Highest Producing Sales Manager every quarter since the inception of the Club E*Trade program in June of 2000 and by the CEO in a town hall meeting and on an earnings call with investors and analysts
Managed twenty sales associates who were responsible for assets in excess of $5.5 Billion
Attained new assets in excess of $1 billion in 2002 which generated $5.5 million in revenue
Strong commitment to coaching and training sales associates utilizing the Profession Selling Skills System
Provided the requirements and assisted in the development of the Club E*Trade telephone systems, the sales associate cockpit interface, and sales incentive and compensation programs
OptionsLink Customer Service Manager, E*TRADE Securities, Alpharetta, GA
Developed and instituted a comprehensive growth plan to meet the business needs of the Business Services Group/OptionsLink. Demonstrated the ability to nurture professional relationships with high level corporate insiders while representing OptionsLink
Provided brokerage expertise needed to ensure team meets departmental goals and provides a high level of customer satisfaction
Train, coach and provide career development guidance to assigned staff. Established policies and procedures critical to the execution of daily departmental operations
Handled and resolved escalations, monitored and coached brokers on inquiry quality and trading proficiency, reviewed associate job performance, and project management
BSG/Trading/Customer Service Supervisor, E*TRADE Securities, Alpharetta, GA
Significantly contributed to the success of the Series 7 Challenge by developing and conducting derivative training for associates, addressing all skill levels
Responded to escalated issues. Every decision must be firm-protective and customer-focused
Contributed to the recruiting, instruction, and coaching of new associates
Selected to join a 12 person team to establish the Alpharetta service center: expanded to 400 associates in an 18-month period
Membership Sales, St. Petersburg Chamber of Commerce, St. Petersburg, Florida December 1997-May 1998
Assisted in the development of international and domestic business recruitment
Conducted feasibility studies for new business prospects
Designed brochures and other company literature
Shift Supervisor, Prospect of Tampa, Tampa, Florida November 1990-December 1997
Designated shift supervisor, responsible for supervising ten employees
Delegated duties to appropriate personnel, and resolved scheduling conflicts
Provided superior customer service to airport passengers
Education:
University of South Florida, Tampa, Florida
B.S., Political Science
Extensive professional training in the area of sales, relationship building, and leadership
Certified Professional Selling Skills Coach
Committed to personal and professional development
Dean's List of Scholars, Golden Key National Honor Society, Phi Kappa Phi National Honor Society, Pi Gamma Mu International Honor Society, University of South Florida Arts and Sciences Honor Society.
Skills:
Goal-oriented leadership with strength in planning, organizing and delegating
Ethical, honest, and trustworthy of highly confidential business and personnel information
Knows customer demographics and can predict customer behavior
Optimistic and confident. Ambitious problem-solver with an unwavering commitment to integrity
Decisive. Ability to discern when it is appropriate to make decisions and act. Quickly develops the trust of manager, peers and subordinates
Skilled presenter. Titles include:
o Coaching and Developing for Supervisors
o Conducting Interviews for the Right Hire
o Defining the Customers Needs
o Financial Derivates (Beginning, Intermediate & Advanced)
o How Initial Public Offerings Work
o Offering the Right Level of Service to the Right Customers
o Pay for Performance Management
o Sales Training
Additional Information:
Senior-level Sales Executive with impressive profile of results in e-Commerce, clicks-n-mortar business models, and diversified sales strategies:
Business Development
Change Agent
Client Retention
Client-Tier Strategies
Corporate Escalations
Incentive Planning
Large Account Mgmt
Leadership
Negotiations
Policy Development
Product Development
Relationship Management
Sales Driven-Firm Protective
Staff Development
Team Manager
Led sales team from ground zero to $10 million in assets. CEO applauded impressive results and recognized as momentous contribution.
Charismatic leader with a proven track record of creating influential and contagious sales cultures, reaching both internal and external clients.
Ability to communicate within all levels of the organization; peers, management, executives, customers, and shareholders.
Earned reputation for a leader that nurtures talent.
Vast people management experience: hiring, lay-offs, terminations, promotions, threat to personal security, FMLA, ADA, and Workmans Compensation Claims.
NASD Licensed Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law, Series 24 General Securities Principal, Series 4 Registered Options Principal, Life, Accident & Sickness, Variable Products Insurance Licensing.
Candidate Contact Information:
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