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RssExperienced financial services professional seeks rewarding sales/sales management position

An opportunity within the Financial Services industry that is both challenging and rewarding and allows me to utilize my extensive experience. I prefer to join a secure company that will allow me to grow as a salesperson/manager and progress through the company based on my performance and accomplishments.

Financial Services Sales Agent

Quincy, MA

About Me


Sales & Sales Management


Financial Services Sales Agent

Ideal Companies:

Fidelity, John Hancock, MFS, Hartford, Natixis

Education level:


Will Relocate:



Quincy, MA

Work Experiences

3/2008 - 2/2009

Sun Life Financial Distributors

Director / VP

  • Created and sustained a top performing sales environment operating at the highest level of integrity and compliance. Oversaw the large-scale growth and expansion of the Sun Life Financial Inside Sales Team. Responsibilities included recruiting, hiring, training and motivating Sales Managers and Sales People. Supervised a team of Variable Annuity Sales Desk Managers. Worked in conjunction with the Executive Vice President of Inside Sales and Chief of Staff in the development and implementation of the overall SLFD Sales Desk business strategy. Coordinated the efforts of Sun Life’s, Relationship Managers, Marketing Team and Field Sales Force to drive sales within Broker Dealer Firms. Utilized business intelligence to effectively qualify and target prospective producers within partner Broker Dealer Firms. Developed and implemented prospecting strategies to provide personalized financial solutions to help meet each client’s specific objectives. Identified firm-specific goals and managed multiple ongoing firm-specific campaigns through relationships with National Accounts, Information Technology and outside Broker Dealers. Worked closely with the National Sales Director to develop and implement channel specific strategies to drive top-line growth by creating synergies between field and desk sales force. Developed and maintained strong partnerships with intermediaries at our Broker Dealer Firms. Designed and launched New Business Development Unit; comprised of senior sales professionals focused solely on the development of new producers.

2/2006 - 3/2008

Guardian Investor Services/RS Funds, Quincy, MA


  • Hired, supervised and trained Inbound Sales Representatives, Internal Sales Representatives and Assistant Sales Desk Managers. Represented Guardian and interacted with potential clients at several functions per year, including conferences, training sessions, due diligence meetings and branch meetings. Oversaw the restructuring of the sales desk in order to accommodate the distribution of the newly acquired RS Funds. Communicated to the field sales force and management to ensure that a uniform message is being delivered to our clients and prospects. Developed sales ideas and call campaigns to be implemented effectively by all members of the sales desk to improve their sales efforts. Maintained close ties with our top advisors through frequent agency visits and conference calls. Noted for influencing 42% increase in sales for 2006.

7/2005 - 2/2006

Guardian Investor Services


  • Proposed the creation of a new Inbound Sales Desk in order to alleviate the burden of inbound phone calls on all outgoing sales representatives, allowing them to focus on sales. Designed work schedules, training curriculum and work flow systems in preparation for rollout. Coordinated the implementation of new computer and phone systems prior to rollout. Interviewed, hired and trained new Inbound Sales Representatives. Implemented a training program designed to provide team members with the skills necessary to become outbound sales representatives; curriculum included phone skills, product knowledge and presentation skills. Met with senior management bi-weekly to discuss the team’s progress and justify its continuation. Met with each team member weekly to chart their progress and discuss their career path. Improved call efficiency on the sales desk by at least 50% in each of our four critical measurements: average wait time, average abandoned calls, maximum delay and turnaround time.

7/2004 - 7/2005

Guardian Investor Services


  • Hired, coached and developed internal sales desk representatives Organized and executed call campaigns dedicated to our Key Account focus firms. Monitored the sales activity of my team and trained internal wholesalers to effectively manage their territory. Created and implemented new sales campaigns designed to achieve goals consistent with my territory’s business plan. Provided weekly reports to Guardian management detailing sales desk activity and sales growth of several products within various investment platforms.

9/2003 - 7/2004

Guardian Investor Services

Individual Contributor

  • Wholesaled Guardian Fixed Annuities, Variable Annuities, Mutual Funds and Retirement Plans to the Wirehouse Channel in New Jersey and Pennsylvania. Partnered with Regional Sales Director to increase sales by 100% from previous year. Led the country in Wirehouse Channel sales. Used the MARS contact management system to track calls in order to create and maintain relationships with producers. Traveled to territory to cover meetings and seminars.

1/2002 - 9/2003

Northwestern Mutual Financial Network

Individual Contributor

  • Managed financial services franchise through the Northwestern Mutual Financial Network. Solicited sales to both businesses and individuals through effective marketing, cold calling, networking, sales presentations, referrals, and follow up. Designed an in depth financial plan for each potential client, intended to address their unique goals and concerns. Communicated each financial plan to the potential client through a clear and concise sales presentation. Developed and fostered relationships with every client to ensure company loyalty.

8/2000 - 12/2001

Fidelity Investments

Entry Level

  • Assisted sales representatives at the back end of their sales cycle through meetings and conference calls with potential clients. Provided technical, operational, and legal assistance to FILI sales sites. Researched, analyzed, and resolved complicated issues for FILI customers using many Fidelity business partners while focusing on asset retention and business risk to Fidelity.