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Enrollment specialist Resume


Contact Candidate


Name:

Les

Location:

US-Missouri-St. Louis

Experience:

Most Recent Job Title:

Enrollment specialist

Objective:

Sales or marketing position with a investment firm or bank.

Resume Text:

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


nuities in a three state territory. (Missouri, Iowa, and Nebraska)

2 Additional responsibility for all retirement plan and Life sales.

3 Devised strategies using Nationwide products to help clients reach their financial goals

4 Worked in both the wirehouse and regional channels

5 Attained 100% of Life goal YTD in 2002

6 Attained 90% of pension goal YTD in 2002



Transamerica Capital, Inc. (Formerly the Endeavor Group)

June 1998 to December 2000

Regional Vice-President



1 Wholesaler for Endeavor variable and fixed annuities in a five state territory. ( Kansas, Missouri, Illinois, Indiana, and Kentucky)

2 Annuity sales in the territory had been decreasing by 25% per year. I increased sales by 60% the first year.

3 Sales for 2000 were up 20% YTD despite losing the regional channel and overcoming problems caused by the merger of Endeavor and Transamerica.

4 Worked in both the wirehouse and regional channels for most of two years

5 Participated in the Fusion program with its emphasis on the use of PowerPoint presentations



Paragon Life Insurance Company

March 1990 to June 1998

National Sales Director-Variable Products



1 Worked nationally with A.G.Edwards in sales of Group American Plus (GAP) and Executive Carve Out programs

2 GAP is a Variable Universal Life plan sold directly to clients. Sales increased at a rate of 20% per year

3 Executive Carve Out plans are sold to highly compensated individuals. I was responsible for direct sales to companies such as A.G.Edwards and J.C.Bradford

4 My duties included training brokers and presenting to individual clients.



Stifel Nicolaus and Company

March 1985 to February 1990

Vice-President : Special Products Department



1 Responsible for the sales of mutual funds, annuities, insurance, unit investment trusts, and limited partnerships in a network of 25 offices and 350 brokers

2 Performed sales training and seminar production.

3 Originated mutual fund performance reporting system.

4 Department accounted for 40+% of revenues for the firm





A.G.Edwards

August 1981 to March 1985

Marketing Coordinator



1 Began as a regional marketing representative in the Tax Incentive Investment Department (limited partnerships)

2 Performed sales training and spoke at public seminars. The target client was a high net worth individual.

3 Promoted to Marketing Coordinator in 1983

4 Responsible for aiding brokers in the use of all investments carried by the firm





EDUCATION: University of Missouri-St. Louis

Bachelor of Science, School of Education

Southern Illinois University-Edwardsville

Master of Business, Marketing/Finance

Member: Beta Gamma Sigma Honor Society

Series 7, 63, 24 Licensed


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