| Professional Profile | |
Results-oriented professional with experiance an internal sales management. Demonstrated ability to market financial products and provide high-quality customer service. Adept at fostering positive relationships between personnel and customers. | |
| Career History And Experience | |
|
PAC FINANCIAL, Palo Alto, CA |
2000 - Present |
| Regional Vice-President-Internal Sales Manager | |
| • Manage a staff of 20 personnel and staff members. • Worked with wholesalers and account managers to lead development. • Responsible for performing employee assessments. • Lead training sessions for sales teams. Accomplishments: • Designed successful management empowerment plans. • Rated highly by peers and direct reports. | |
|
LIFETIME FINANCIAL SERVICES, Palo Alto, CA |
1993 - 2000 |
| Assistant Vice President | |
| • Aggressively generated leads through cold-calls. • Successfully sold and serviced wide range of financial products. • Led weekly training meetings. | |
|
|
1993 - 1994 |
| Sales Assistant | |
| • Serviced existing accounts and
generated new leads. • Created weekly sales reports. • Conducted financial seminars and sales meetings | |
|
DAWSON'S FOODSERVICE, Palo Alto, CA |
1990 - 1993 |
| Buyer | |
| • Manged buying for 100+ vendors each week. • Attended semi-annual food shows to negotiate prices. • Educated sales force on quarterly product line. | |
| Licenses | |
| Series 6, 7, 26, 63 California Life and Health Insurance | |
| Related Training | |
| Completed company's Internal Sales Manager Program. | |
| Education | |
|
UNIVERSITY OF PALO ALTO, Palo Alto, CA |
1989 |
| B.A. Business Education, Minor: Math | |
| Certified to teach math and business in grades 9-12. | |
|
PORTERVILLE COMMUNITY COLLEGE, Porterville, CA |
1987 |
| Associate of Arts | |
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