Vice President of Wholesale Resumes in US-New York: Peter

Vice President of Wholesale Resume

Contact Candidate

Name:

Peter

Location:

US-New York

Experience:

Most Recent Job Title:

Vice President of Wholesale

Objective:

---

Resume Text:

.....Begin Resume Preview.....

VICE PRESIDENT OF WHOLESALE

FOCUS OF INTEREST: FINANCIAL PRODUCTS

Competent, innovative, and performance-driven professional with strong qualifications honed over progressive years in diverse areas encompassing sales and marketing of wholesale annuities, strategic planning, relationship management, business development, and product management. Demonstrate in depth expertise in developing and implementing effective sales plan to attain revenue growth and achieve corporate objectives, with outstanding track record in meeting and exceeding quota through effective utilization of effective sales techniques. Proficient in Microsoft Integration, PowerPoint, Excel, and C++.

- Combination of dynamic management and communication skills with aptitude to independently multitask, plan, and direct demanding operations and complex schedules

- Resourceful problem solver with proven ability in conceptualizing solutions to challenging situations while maintaining a professional image

- Thorough, detail- and process-oriented with strong follow-through skills; sincere and honest, with high level of personal and professional integrity

AREAS OF EXPERTISE

- General Management and Administration

- Customer Service and Retention

- Process and Business Development

- Effective Sales and Marketing Strategies

- Development and Implementation

- Product Management

PROFESSIONAL EXPERIENCE

ING - West Chester, PA

REGIONAL VICE PRESIDENT ANNUITIES 2006-2009

- Performed product demonstration and provided assistance to clients in selling products to their customers

- Served as host for several events, as well as facilitated and organized client meeting to ensure profitability and sales increase

- Gained exceptional skills and experience in working with more than 3000 clients

- Oversaw staff of four while managing Manhattan and Long Islands Annuity operations

- Administered a wide range of administrative and clerical duties, such as scheduling and organizing daily appointments, as well as documenting and maintaining daily completion of receipt tasks

Key Accomplishments:

- Planned and implemented effective marketing plans on quarterly and annual basis resulting in market share and profitability increase

- Directed the successful implementation of effective business and sales plan, which increased sales and profitability as well as exceeded performance expectations

- Established, maintained, and nurtured integral business relationships with clients, as well as provided resolutions to various escalated customer concerns or complaints

- Top external wholesaler performer for UBS out of 48 employees

- Employed excellent work ethic for the largest new producer count

INTERNAL WHOLESALER 2004-2006

- Rendered support and assistance to stockbrokers and financial advisors throughout the country

- Conducted research and resolved service related issues to ensure customer satisfaction

Key Accomplishments:

- Top ranked internal wholesaler out of 80 employees

AMERICAN EXPRESS FINANCIAL ADVISORS - West Conshohocken, PA

FINANCIAL ADVISOR 2002-2004

- Managed the development of financial planning clientele consisting of high-net worth individuals and companies

- Provided comprehensive financial advice on an ongoing basis

- Performed a wide-range of HR duties, such as recruiting and training sales force to assist in selling and marketing products

Key Accomplishments:

- Utilized effective financial and marketing strategies to successfully meet various client objectives

- Developed and implemented new and creative marketing ideas, which substantially increased revenue

- Successfully captured and surpassed company’s and personal goal by $13.5M for several accounts

- Received “Top Dog” list through effective selling of $2.5M worth of insurance to a client

- Assumed full responsibility in managing multi-million dollar accounts

THE VANGUARD GROUP - Malvern, PA

SERVICE ASSOCIATE | PLAN SPECIALIST 2001-2002

- Oversaw IT projects from initiation to completion; planned and implemented project strategies and project charters

- Provided quality software to clients through testing, and ensured the smooth rollout of the new ones

- Played an integral role in the development of Project Sculptor

- Managed various administrative and HR duties, such as providing consultations to staff in 401k loans, as well as held responsible for all incoming and outgoing correspondences

- Ensured proper coordination of efforts of 15 employees responsible for all inquiries and problem resolution in relation to $2.004B Texaco Plan

Key Accomplishments:

- Deployed training methodologies to skillfully train 300 staff on new plan, as well as facilitated the training of new testers and department

- Accountable for the $21M sculpture project

- Efficiently tracked multiple “bugs,” and provided solutions resulting in 8.5% increase in production

- Effectively functioned as plan specialist and held responsible for the $2B deal in managing the transition of Texaco Cheveron Plan during the merger

- Led the successful completion of merger and acquisition of Phillips and Groupo De Mexico, which led to a promotion

- Received three “Pat Awards”

COMMUNICATIONS ASSOCIATE 1999-2001

- Assisted participants in managing their retirement accounts

- Provided financial guidance, loans, and services to clients; answered calls and completed trades

Key Accomplishments:

- Received a thank you letter from the CEO

- Earned a spot award for outstanding service

- Achieved the top rank out of 300 associates

EDUCATION AND CREDENTIALS

MASTER OF BUSINESS ADMINISTRATION AND GLOBAL MANAGEMENT

University of Phoenix, Philadelphia, PA: In Progress

BACHELOR OF ARTS IN LETTERS, ARTS, AND SCIENCES

Penn State University, University Park, PA: 1998

Series 6, 63, 66, 65, and 7

Multiple Life - Accident and Health Licenses

TRAINING

System and Acceptance Training

Inspection Process and Unit Integration Testing

Required Management Introduction and Required Management Advance (Lockheed Martin Solutions)

A job posting is required to veiw full resumes.
Click here to post a job now.

LUCKYDOGJOBS

Value, Talent, Results