Sales Consultant

Posted on: 2006-01-21

HSIU-ANN TOM Winter Springs, FL 32708 818.731.7296 Office 407.583.7358 Cell 407.386.7699 Fax [email protected] ________________________________________ OBJECTIVE - Seeking to achieve personal growth and professional fulfillment within a company that recognizes ability to market, communicate, effectuate and contribute to the productivity and profitability of an organization both individually and as a team-member Maverick Business Solutions LLC Winter Springs,FL President July 2005 to present Projects include operational review, analysis of organizational processes, data collection and analysis, market research / trend analysis, technical system analysis, development and implementation of project deliverables and client interaction / management Focus on improving the effectiveness and efficiency of operations through collecting and analyzing data; suggesting alternative opportunities; and implementing training or process solutions to address identified needs Paychex, Inc., Los Angeles, CA 401k/Sales Consultant July 2003 to July 2005 Specialized in retirement and employee benefit plan design including 401(k), Simple IRA, Section 125 Premium and Flexible Spending Accounts, Profit sharing/Money Purchase plans for clients in multiple states Consistently exceeded sales quotas, generating an average of $30K in revenue per month/continually awarded recognition in $20K sales club for revenue generated per month Ranked in Top 5% of (220 reps) Sales Force Nationally 750% over sales quota for month of December 2004; Awarded District Sales Rep. of Year 2004; Awarded District Sales representative of the Month for September, December 2004, May 2005 Generated over $10M in assets in management for Merrill Lynch over 10 month period through new client and conversion 401(k) plans Aggressive prospecting via cold-calling qualification, relationship development, product/solution presentation, effective closing and follow-up service; assisted in field training of all new sales reps for local team Organized and conducted product seminars for clients, accountants, CPA’s and financial consultants from international money management firms such Merrill Lynch and Smith Barney; conduct client enrollment meetings, CPE credit seminars and develop network of financial advisors Extensive knowledge of Internal Revenue Code, state /federal regulations relevant to taxation, corporate structuring, compliance issues and employee benefits; mastery of features and benefits of all existing retirement plans En Banc, Los Angeles, CA Senior Sales Rep February 2003 to July 2003 Direct marketing and prospecting of senior level executives of Fortune 500 financial, banking and legal and insurance institutions; 100% of all leads were self-generated via direct marketing responses, trade shows and list acquisition; Cold called Directors of Research, equity analysts, financial analysts, general counsels and insurers Managed staff of 2-3 in large scale marketing campaigns, product demonstration, national presentations, graphic design, direct mailings Database development, financial and legal research, SAS data standardization, troubleshooting and design utilizing PACER, Westlaw, E-Law, Hoover’s, 10K Wizard and Lexis-Nexis EDUCATION Barnard College, Columbia University, New York, NY B.A. October 2003 with honors Major: Sociology Dean’s List 2000-2001 Occidental College, Los Angeles, CA Attended 1998-2000 SKILLS and ADDITIONAL LICENSES Computer literacy in a networked Windows environment, proficiency in statistical, database and spreadsheet software such as SPSS, Excel, Access, PowerPoint, Outlook, ACT! 2000, ACT! 6, Genesis Natively fluent in English; proficient in French, Italian, Greek Florida Mortgage Broker License #462613 Florida commissioned Notary#DD491547 Certified Notary signing agent Professional associations: National Notary Association American Sociological Association