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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Telephonexxx-xxx-xxxx

E-mail: abc@xyz.com

 

~ Senior-Level Sales Executive eager to contribute significant business development expertise toward supporting a dynamic financial services company in optimizing bottom-line performance. ~

 

Qualifications Profile

 

Proactively foster strong client relationships to maximize satisfaction, retention, referrals and repeat business. Confident, congenial and tactical with exceptional analytical, prioritization, and presentation skills. Skillfully anticipate, plan, and respond accordingly to changing business priorities.  Continuously analyze competitive activity to devise effective approaches and techniques that capture and retain marketshare. Adept at prospecting, educating, selling, and servicing B2B accounts in highly competitive markets.  Merge solid leadership and team-building expertise to coach, motivate, mentor and manage highly-productive sales personnel; significant experience in boosting team morale and confidence. Outstanding performance in sales/operations management, strategic planning,  and opportunity analysis.   

 

Achievements Snapshot:

 

  • Generated more than $275M as Regional Vice President for Evergreen Investments, and established territory record by producing $130M+ in 2002, doubling previous territory revenue records.
  • Championed most successful start-up in mutual funds history by capturing $150M+ in new funds for ING Funds.
  • Recognized as among company s top two producers while with New England Funds.
  • Established and positioned Alliance Funds as one of initial eight wholesalers industry-wide.
  • Secured $500M+ in mutual funds, insurance and annuities as Vice President of American Capital.
  • Repeatedly received President s Award for consistently ranking as Security Benefit Funds   top wholesaler; produced approximately 50% of group s total business.
  • Earned reputation nationwide as a Secondary Insurance Market expert; wrote articles featured in California Broker and Wealth Management Building magazines.

 

Professional Experience

 

Maple Life Financial, Bethesda, MD; CPI Financial, Corona, CA, 2007 to Present

Western Regional Manager & Senior Vice President     

  • Spearhead daily sales and business development efforts, administer and monitor operating budget, and direct, motivate and manage high-productive personnel.

 

American Independence Financial, NY, New York, 2004 to 2007

Western Divisional Vice President         

  • Proficiently coordinated distribution of NestEgg Dow Jones US Target-Date Funds and American Independence Financial Funds.
  • Demonstrated exemplary leadership talents in facilitating informative monthly workshops.
  • Served as Member of Board of Governors for National Association of Financial & Estate Planning.

 

Evergreen Investments, Kansas City, MO, 2001 to 2003

Regional Vice President C The Plains

  • Exercised strong organizational skills to oversee distribution operations for Missouri, Kansas, Nebraska and Oklahoma.

 

Continued

 

 

Alan Neimi ~ Page 2 of 2

 

Professional Experience continued

 

ING Funds, Kansas City, MO, 1998 to 2001

Senior Regional Vice President

         Supervised and diligently monitored all ING Midwest distribution channels and achieved Defined Contribution Certification through domestic launch of ING funds.

         Functioned as guest speaker on investments and sales topics at numerous conferences, regionally and abroad.  

         Played a pivotal role in securing funds with National Basketball Association, Starwood Properties, the city of North Saint Paul, Minnesota, Iowa State Bank, ING broker dealers, and other major entities as 401(k) and institutional clients.

 

New England Funds, Kansas City, MO, 1997 to 1998

Regional Vice President

  • As company s senior wholesaler, relied upon to deliver training to new team members.
  • Innovatively created and launched value-added programs to boost sales revenues.
  • Exhibited dynamic talents in the complete sales cycle to sell mutual funds to all channels spanning Missouri, Iowa, Minnesota, Wisconsin and Illinois.

 

Additional Experience includes:

 

Vice President & Regional Manager (Midwest), Keystone Group, Kansas, MO, 1994 to 1997

Senior Regional Wholesaler, Security Benefit Funds, Kansas, MO, 1989 to 1994

Vice President, American Capital, Kansas, MO, 1986 to 1989

Regional Vice President, Alliance Capital, Kansas, MO, 1985 to 1986

Investment Executive, Paine Webber Jackson & Curtis, Orange, CA, 1980 to 1984

 

Education

 

Master s of Public Administration, Town and City Management, Suffolk University, Boston, MA

 

Bachelor of Arts, Social Sciences/Pre-Law, IOWA Wesleyan College, Mount Pleasant, IA

  • Study Abroad: London, Bonn, Stockholm, Moscow

 

Professional Development & Training

 

Designations: CRFA, CSA, CEA, CLTC, GEPC, IRA Distribution Expert

 

Licenses: 7, 63, 65, Life & Health

 

Certified Estate Advisor

 

Qualified Plans Certification

 

Defined Contribution Certification

 

Investment Marketing and Portfolio Theory, University of California, Los Angeles, Los Angeles, CA

 

German Language Certification, Defense Language Institute, Monterey, CA

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