Investment Managemenet Sales - Sales Demonstrators Resume Search
Investment Managemenet Sales - Sales Demonstrators Resume Search
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Investment Managemenet Sales Resume


Desired Industry: Sales/Demonstrators SpiderID: 81457
Desired Job Location: Norfolk, Massachusetts Date Posted: 9/19/2018
Type of Position: Full-Time Permanent Availability Date:
Desired Wage: 200000
U.S. Work Authorization: Yes
Job Level: Management (Manager, Director) Willing to Travel: Yes, 50-75%
Highest Degree Attained: Bachelors Willing to Relocate: Yes


Objective:
Top-performing sales executive with 12 years of experience in outside territory wholesale management.

Expert at building relationships and wholesaling clients in outside sales territory. Exceeded sales targets and grew territory sales revenue to $400M annually. Proven leader to develop and manage high performing teams. Ability to create, run and manage a successful business. Excellent personal and communication skills. Excels at one on one meetings and conducting large group presentations. Extensive knowledge of investments and financial markets.


Experience:
John Hancock Investments • Boston, MA
Senior Vice President | Senior Business Consultant | Senior Wholesaler 2006–Present
 Effectively build, manage, and grow the top performing wealth territory in USA.
 Ensure annual territory sales revenue growth- Fairfield County CT / Westchester County NY.
 Establish, cultivate and grow relationships with financial advisors and registered investment advisors.
 Lead team and wholesale interface with key clients throughout entire sales cycle process.
 12 years sales experience presenting to advisors and clients. One on ones and large groups (20-200 people).
 Start 2006- producing $10M annually. Current 2018- producing over $400M annually.

Notable Achievements:
 Received the following awards and recognition for demonstrating exceptional work performance:
- Rookie of the Year Award
- Fast Start Award
- Rising Star Award
- Emergence Award
- Franchise Player Award
- Piercing the Wind Award
- Record Award for top sales in the company
- Wholesaler of the Year Award for top territory in the company- 4 years
- Presidents Club Award- top wholesalers- received restricted stock units- 9 years
- Platinum Club Award- top wholesalers- incentive sales trips- 9 years
- Patriot Award- highest honor from John Hancock Investments
- Hall of Fame Award- $1B in territory sales
- Hall of Fame Award- $2B in territory sales
- Hall of Fame Award- $3B in territory sales
 Successfully acquired the following annual revenue growth and company ranking for exceeding sales goals:
- Ranked #2 ($260M) in 2018 (YTD June 2018)
- Ranked #2 ($420M) in 2017
- Ranked #4 ($321M) in 2016
- Ranked #2 ($416M) in 2015
- Ranked #2 ($406M) in 2014
- Ranked #5 ($302M) in 2013
- Ranked #1 ($268M) in 2012
- Ranked #1 ($279M) in 2011
- Ranked #1 ($209M) in 2010
- Ranked #1 ($130M) in 2009
- Ranked #3 ($121M) in 2008
- Ranked #22 ($82M) in 2007
- Ranked #31 ($10M) in 2006 (took over territory 2006)
 Senior VP, Senior Business Consultant / Wholesaler who successfully grew outside sales territory.
2006- producing 10M annually. 2018 current- producing over $400M annually.
 Earned fast-track promotions from 2006 to 2018 present: Senior Vice President, Senior Business Consultant, Senior Wholesaler- multiple salary increases and promotions.
 Selected by John Hancock Investments senior management to mentor other wholesalers and other business units at the company.
 Presented to salesforce and company on stage (200-400 attendees): territory management, developing sales skills, market outlook, mutual funds, value-added content, business acumen.


Education:
Bachelor of Arts in Journalism and Communications; Minor in Business
St. Michael’s College • Winooski Park, Burlington, VT
Dean’s List

Chartered Retirement Plan Consultant (CRPC)
College for Finance Planning

Series 6 - Investment Company and Variable Contracts Products Representative
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent
Series 65 - Uniform Investment Adviser
Financial Industry Regulatory Authority (FINRA)


Skills:
Top-performing sales executive with 12 years of experience in outside territory wholesale management.

Expert at building relationships and wholesaling clients in outside sales territory. Exceeded sales targets and grew territory sales revenue to $400M annually. Proven leader to develop and manage high performing teams. Ability to create, run and manage a successful business. Excellent personal and communication skills. Excels at one on one meetings and conducting large group presentations. Extensive knowledge of investments and financial markets.


Additional Information:
PROFESSIONAL DEVELOPMENT

Challenger Sales Program – Conference Board Executives

Continuing Education Academy – John Hancock Investments – States of CT, NY, MA, NJ
(Certified Continuing Education Instructor and Presenter)

ACTIVITIES

Fairfield County CT Food Bank | Westchester County NY Food Bank
Baseball and Hockey Teams – St. Michael’s College
Baseball and Hockey Teams – Marian High School

TECHNICAL ACUMEN

Salesforce.com | Microsoft Office Suite (Word, Excel, PowerPoint) |iPad Good Reader
Keynote | Seismic | iBook’s | Concur Expense | Ibriefcase | Allego | Skype


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