Sales Consultant Resume

 

Frances O’Malley

604 Harmony Lane

Pleasantville, CA 94588

Home (925) 555-1234

PROFILE

Sales, marketing, and business development professional with more than 11 years in finance, banking, and business management. Proven track record
growing a business and exceeding sales targets. Exposed to American and Chinese cultures, speaking the language, and understanding the nuances of
communicating with dignitaries, government officials, and company leadership.

  • Sales strategy development and execution · Customer relationship management
  • Budgeting / forecasting · Business plan development
  • Government and banking relations · Controlling costs
  • Identifying / evaluating revenue opportunities · Public relations / public speaking
  • Tracking results · Gathering / interpreting client requirements
  • Account management · Pursuing new business

EXPERIENCE

Maxwell Financial 2010 to Present

Sales and Marketing Consultant / Financial Planner

Marketed and sold complex financial services globally, while managing a $5 million portfolio of accounts. Called on bank owners, executives, chairmen
of the board, business owners, and chief technical officers representing banks, energy, oil and gas, finance, food services, insurance, construction,
and medical industries.

  • Achieved 200% of plan for a specific product, earning a top 40 spot out of 700 consultants nationwide.
  • Grew the business from ground zero, attaining 150% of increased production quota in 2001.
  • Conducted seminars for employees and members of banks, medical groups, and professional associations.
  • Promoted the business by producing a bi-weekly, one-hour financial news program on the Chinese Radio Network, as well as writing articles for
    the Chinese News.
  • Developed business relationships with top community figures.

National Bank 2009 to 2010

Business Development and Marketing Executive

Recruited to spearhead a new marketing strategy, targeting the Asian American community. Supervised up to 10 employees. Negotiated commercial loans up
to $10 million. Reported to the owner and Board of Directors.

  • Generated $15 million in new business within six months, which was 300% of plan.

Investment Company 1999 to 2009

Business and Marketing Manager

Marketed and sold retail leasing space, and directed the management company responsible for two shopping centers in Houston. Supervised 20 employees
over three shifts. Reported to the commercial real estate broker / investor. Communicated with business owners, regional managers, and store managers
on the client level.

  • Achieved a significant turnaround by targeting the Asian American marketplace, attaining a 100% leasing rate for space which was previously
    unoccupied for more than one year.
  • Contributed to a 30% increase in one client’s sales by recommending they also cater to Asian American community, which provided them with
    enough business to maintain a 24-hour operation.

EDUCATION

Rutgers University

M.B.A., Finance and Accounting

Soochow University

Bachelor of Science, Accounting

TRAINING: Leadership Houston 2002 (selected as one of 50 participants out of 250 applicants)

LICENSES: Certified Public Accountant, Texas (1997), Real Estate Broker, Texas (2002), Loan Officer (2001)

AFFILIATIONS

  • City Council Campaign Manager for Asian American Community, Golden Quan, 2006
  • Greater Houston Partnership – World Trade Division – Advisory Group, 2005
  • Co-Chair, Chinese American Petroleum Association , 2001. 2001 Global Chinese Petroleum and Petrochemical Technology Symposium held in Taiwan –
    Organized in conjunction with the Chinese Petroleum Institute in Taiwan with delegates from China, USA, and Taiwan representing such companies as
    SINOPEC, CNPC, CNOOC, and CUCBM (China).
  • Raised $250,000 in one night of fundraising.
  • Honorable Vice Chairman, Taiwan Chamber of Commerce, 2009 to 2011
  • Director, Taiwan Chamber of Commerce, 2008 to 2009
  • Board of Directors / On-Air Membership Talent, Houston Public Television (PBS), 2009

 

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