The best way to predict the future is to create it   
Executive Sales, Marketing and Operations Management Specializing in Life Settlements
Resume
Employment Plan
Abstract
Summary
Contact
    

EXECUTIVE SALES, MARKETING & OPERATIONAL MANAGEMENT
 
Entrepreneurial Leadership ~Organizational Development ~ Strategic Planning
Business Development ~ Selling Strategies ~ Customer Relations Management
 
Entrepreneurial Executive with more than twenty years of demonstrated experience in sales leadership, marketing, operations, business development and implementation processes that focus on proactive business growth and revenue generating solutions. Eighteen years of insurance sales and managerial experience with a concentration in life insurance settlements. Experienced in developing strategic sales and marketing plans for corporate implementation. Created and implemented sales plans coordinated with marketing programs and operational controls increasing productivity and growth. Successful development of internal, direct, and external sales teams, managers, customer relations processes, and business development departments.
 
  • Sales & Business Development                                                     
  • Retention Development
  • Budgeting and Expense Control                                                             
  • Strategic & Market Planning
  • Productivity Analysis                                                            
  • Customer Relations Management         
  • Staff Development/ Mentoring/Training                                              
  • Sales Forecasting       
                                             
CAREER ACCOMPLISHMENTS
  • Corporate oversight for sales departments responsible for exceeding 1.5 billion dollars in life insurance settlement sales for 2007.
  • Created, developed and operated a start-up multi-million dollar insurance service organization.
  • Trained and effectively developed employees in sales growth and customer service procedures increasing profits 11% and volume 14% annually for four consecutive years over industry average.
  • Implemented sales and operational controls to effectively reduce revenue losses by 30% in unprofitable sectors over a twelve-month period.
  • Turned non-profitable business sectors into positive revenue producing divisions within twelve months.
  • Created and managed a corporate customer care center relating to all aspects of pre and post sales service including procedural development, retention strategies, up-selling and referral processing.
  • Created and adapted corporate sales models estimating project cost structure, economic feasibility and return on investment.

PROFESSIONAL EXPERIENCE
 
Advanced Settlements Inc.
Director of Sales                                                                                                                                     
2005 – Present
 
Executive Director of Sales and Marketing for the nations largest life settlement brokerage company with sales of 1.5 billion dollars in 2007, specializing in the development and sale of life insurance policies on the secondary financial market. Responsibilities include hiring and training of national account executives, oversight and negotiating multimillion-dollar contracts, strategic sales forecasting, national strategic sales development and deployment, training and development of national sales managers and sales departments. Appointed Head of Marketing in 2007 with responsibilities of department oversight, budget development and planning, marketing implementation and corporate branding.
  • Increased sales 36% year-over-year by implementing and monitoring goal standards through accountability measurement.
  • Key analytical understanding of broker to broker and broker to funder relationships necessary for revenue growth and business acquisition.
  • Developed and administered sales process strategies for employee training and account acquisition.
  • Created sales forecasting methodologies for accurate measurement of employee standards, production and revenue margins.
  • Developed and instructed corporate informational sales and educational presentations to local and national accounts to further entrench product development and account acquisition.
  • Select, interview, train and coach new inside professional sales recruits and regional managers for business-to-business selling.
  • Collectively developed and administered CRM program management tools to streamline pipeline management and Account Executive production.
  • Developed sales tracking program to efficiently measure and monitor sales activities and increase corporate closing ratios.
  • Constructed team efficiencies for collective operational departmental sales strategies optimizing corporate wide core business practices and revenue development.  
  • Created individualized Account Executive web-based newsletters for effective penetration of new and existing client base.


FleetBoss Global Positioning Solutions
Corporate Manager of Direct Sales                                                                       
2004 – 2005
 
Senior sales manager for technical hardware and enterprise software global positioning solutions targeted to business executives and fleet management. Broad scope of responsibilities including P &L accountability, national business development, sales forecasting, strategic market planning, training and personnel development through direct, internal and external sales channels in the United States. Hired, trained and supervised a department of ten sales representatives and sales coordinators.
  • Increased sales year over year by twenty-eight percent leading to second, third and fourth best sales months in company’s seven-year history within the first six months of my employment.
  • Developed multi-million dollar corporate sales forecasts and budgets outlining annual sales force metrics.
  • Introduced, developed and trained sales and marketing strategies for new product launch.
  • Created and developed company sales force compensation programs based on sales analysis and revenue forecasting.
  • Developed a corporate customer care center relating to all aspects of pre and post sales service including procedural development, retention strategies, up-selling and referral processing.
  • Select, interview, train and coach new inside and outside professional sales recruits and regional managers for business-to-business selling.
  • Conducted daily and weekly instructional educational presentations on the use and development of corporate and industry technology related products, sales patterning, and business enhancements to corporate entities. Developed new accounts through national sales programs, managed and maintained existing account penetration and relationships.
  • Administer and maintain proper pipeline management for successful achievement of sales budgets, quotas, compliance and metrics accountability.
  • Outline and conduct weekly strategic corporate executive meetings focused on growth, channel development and training.
The American Schools Corporation/Windermere Preparatory School                                              
Director of Corporate Operations
2003 -2004
 
Director of Operations for a fifty-acre 45,000 square foot private school campus. Lead, managed, directed, hired employees related to operations and facility management. Reported directly to the CEO regarding operational budgeting, planning, development and facilities management. Transitioned the campus to new ownership during the sale of company.
  • Coordinated building development and removal tied to campus growth plans.
  • Achieved financial objectives by preparing building maintenance budgets, scheduling expenditures, analyzing variances, and initiating corrective action plans.
  • Partnered with departmental executives to accomplish mutual objectives, meet service level expectations and improved satisfaction of staff and clients.
  • Implemented and reviewed quality measurement results to ensure facility goals were met; assist in the development, implementation, maintenance and monitoring of performance standards and quality measurements.
  • Identified training needs and coordinated with appropriate resources to ensure training requirements are met.
  • Directed contractors, vendors, and services for security, fire, landscaping, insurance, housekeeping, and general maintenance of all facilities.
  • Responsible for all FF&E acquisitions and inventory management.
  • Developed, implemented, and reviewed procedures involving corporate crisis plans and operations budget.
  • Solicited, negotiated, reviewed, evaluated and administered contracts for third party services.
  • Responsible for sixty employees and 500 students pertaining to operational and facility issues and concerns.
  • Taught technology related classes for the use of computer programs and their effectiveness in the business environment.
               
Beatty Insurance Agency & Financial Services                                                            
(Allstate Insurance Company)
President/Managing Principal   
1988 - 2003                                                                                    
 
Owned, operated, lead, and managed a full service insurance and financial services agency. Created and developed strategic sales and marketing programs increasing productivity and profitability. Interviewed, hired, managed, directed, trained, and evaluated employee sales and customer service representatives. Received multiple national and territorial awards for growth, profitability, service and retention.
  • Developed and administered agency sales plans, marketing and business plans, annual performance reviews, retention and growth strategies, and account development.
  • Created and developed marketing strategies that segmented client base for proper sales and risk evaluation.
  • Initiated various direct marketing and sales and programs that leveraged resources and relationships for the maximization of revenue opportunities through employee empowerment and accountability standards.
  • Developed a cross-selling environment that matched relevant corporate programs and products with that of client’s needs and demands entrenching clients and adding long-term revenue development.
  • Developed, implemented and instructed insurance presentation programs for the senior market, commercial business applications and direct consumer environment.
  • Trained new employees in product awareness, customer interaction, sales and retention strategies, and office procedures.
  • Advised, evaluated and recommended services, products, programs, and strategies to businesses and individuals.
  • Implemented and executed procedures to provide customer risk and relationship management to strengthen client satisfaction levels leading to a significant increase in company retention and profitability.

Education and Professional Development

B.S, Business, Major: Marketing, University of Central Florida, Orlando, FL
Microsoft Certified Professional, Advanced proficiency in MS Word, Excel, and PowerPoint and Windows XP

Email Me Now


Strong people always have strong weaknesses.
A leader's duty is to make a person's
strengths prevail.


Additional Experience

Executive Director
The Henry T. Heald Center For Educational Advancement
Winter Park, FL
2001 to 2003

Provided volunteer services for the creation, development and implementation of strategic and development plans for an educational non-profit organization. Managed and coordinated event volunteer teams and programs responsible for increasing production 171% over prior year. I wrote grant proposals to organizations for funding, solicited individuals and companies for donations through direct personal contact, and organized fund raising events. Consulted directly with the Board of Directors to establish short and long-term corporate objectives and outlined annual budget development.