Internal Sales Manager

Casey Catello
604 Harmony Lane
Pleasantville, CA 94588
(925) 555-1234

PROFESSIONAL PROFILE

Executive Level Financial Sales and Marketing

Results-oriented Regional Vice President, Internal Sales Manager offering a proven track record of marketing investment products, building a profitable account base and providing high-level service to existing customers in a competitive market. Recognized for ability to build highly effective teams, manage multiple projects, and meet corporate objectives. Strong interpersonal and communications skills with demonstrated strengths in training/coaching. Visionary leadership, focused on motivating personnel to take the initiative to work effectively, and productively. Working knowledge of Windows XP, MS Word, Excel, WordPerfect, Harvard Graphics, and ACT, Avaya CenterVU System, and Stars Reporting.

CAREER HISTORY AND EXPERIENCE

STATEWIDE FINANCIAL, Glenview, Illinois
2000 - Present
Regional Vice-President-Internal Sales Manager
• Managed staff of 17 consisting of Team Leaders, Internal Wholesaler, Senior Sales and Sales Associates
• Worked closely with External Wholesalers, Key Account personnel and National Sales Managers
• Evaluated Internal Wholesalers performance by the use of key software systems; Avaya CenterVU System, Avaya CenterVu Exployer and the STARS Sales Reporting
• Train team on new products, key selling concepts and promotions

Accomplishments:
• Implemented a successful process for each Internal Wholesaler / External Wholesaler based on business plans to run their respective territories
• Achieved a high score and lead the way amongst peers on the QLMS (Quality Leadership Management Survey) from direct reports

LIFETIME FINANCIAL SERVICES, Chicago, Illinois
1993 - 2000

1994 - Present
Assistant Vice President
• Aggressively cold-call and generate leads and sales while also servicing existing clients
• Successfully sold and serviced mutual funds, annuities, variable annuities, and other financial services
• Conduct financial seminars and weekly financial training meetings with bank staff

Accomplishments:
• Earned prestigious President's Council honors annually 1995 through 1999
• 1999: $12M in Sales, Top 1% Producer, $562K gross revenue
• 1998: $11M in Sales, Top 1% Producer, $356K gross revenue
• 1997: $12M in Sales, Top 1% Producer, $463K gross revenue
• Awarded LaSalle's "Ring of Achievement" for exceptional sales achievement in 1995
• Grossed over $2 million sales in 1995 and established in top 10% of firm's sales staff

1993 - 1994
Sales Assistant
• Serviced existing accounts and generated leads for investment representatives
• Generated a sales tracking report to monitor weekly sales and gross revenues
• Conducted sales meetings with bank staff and assisted with financial seminars

DAWSON'S FOODSERVICE, Chicago, Illinois
1990 - 1993

1992 - 1993
Buyer
• Responsible for buying from 80 vendors on a weekly basis
• Negotiated with vendors regarding competitive pricing for semiannual food shows
• Presented quarterly product line to the sales force

1990 - 1992
Marketing Support Coordinator
• Promoted from Customer Service Representative to support field sales team
• Developed a sales tracking system to monitor performance of outside sales force
• Troubleshooter and support expert for laptop computers used by sales representatives

LICENSES

Series 6, 7, 26, 63
Illinois Life and Health Insurance

RELATED TRAINING

Completed the Internal Sales Manager Program with The Sequoia System.

EDUCATION

UNIVERSITY OF MICHIGAN, Ann Arbor Michigan
1989
Bachelor of Arts, Business Education, Minor: Marketing
Certified to teach grades 6-12
"Outstanding Student Teacher" - Business Education Department

MOTT COMMUNITY COLLEGE, Flint, Michigan
1987
Associate of Arts

PRWRA Patricia Chapman - CareerPro-Naperville, Inc. - Naperville, Illinois 60563 - http://www.career2day.com - pat@career2day.com - (630) 983-8882 - (630) 983-9021 fax