Resume du jour – Marc Lewison – Sr. Sales Manager

Marc S. Lewison

Pompano Beach, FL 33069

(954) 232-8250 / lewisonmarcs@gmail.com

OBJECTIVE:  Senior Sales Manager, Sales Representative, or Training Manager

EXPERIENCE SUMMARY

  • 20+ years, Sales, Marketing, Business Development (banking, finance, insurance, fine art)
  • 13 years, Banking, Financial Business Development (insurance, investments)
  • 6 years, Insurance Agent (private insurance)

EXPERIENCE PORTFOLIO

03/15 – present, President / Founder

Kaily Connect, Pompano Beach, FL

  • Lead generation, data mining, assisting companies to promote their products and services via email, letter, and phone campaigns, generating >30K annually
  • Service provided to local businesses and clients include lead generation and telemarketing services, resulting in increasing new sales revenue for customers by 15%
  • Assisted Pompano / Deerfield Beach (FL) Chamber of Commerce gain/regain members, resulting in ~30 new/ recovered business members valued at ~$350 per membership / $10K+ in annual accounts for Pompano CC and Deerfield CC
  • Create promotional products for clientele, with contracts valued at between $100-$200 monthly for pamphlets, brochures, business cards
  • Performed business development and client sourcing via 3rd-party databases and resources (e.g., Dunn & Bradstreet, Info-USA), as well as telemarketing cold-calls and appointments to brand the company to new and existing clientele
  • Managed, trained, and supervised between three to six telemarketing staff in performing cold-call contacting and sales of promotional products, as well as client-based telemarketing services for set services (# of calls/hourly) for five clients

01/13 – 03/15, President / Founder

Kaily Art, Pompano Beach, FL

  • Manufactured gold-plated religious art for churches, retail stores, and religious stores nationwide, created artwork and designed chemically-etched finished products.

09/06 – 07/13, Independent Insurance Agent

Asset Protection Center Inc., Coral Springs, FL

  • Managed agency, supervised shared administrative staff
  • Performed business development by interacting with Chambers of Commerce, religious institutions, non-profit organizations, Nova Southeastern University planned-giving council, a large private school, as well as private individuals (cold-calling, warm leads) for clients in the USA, Belgium, Israel, and Central America
  • Provided Life, Health, Disability, and Long-Term Care insurances, Premium Financing, Life Settlement, Annuity products and services resulting in annual revenues of between $100K-$200K annually

09/04 – 09/06, Licensed Insurance Agent

Prudential, Ft. Lauderdale, FL

  • Worked directly as agent for Prudential Insurance Company
  • Performed business development by interacting with Chambers of Commerce, religious institutions, non-profit organizations, Nova Southeastern University planned-giving council, a large private school, private individuals (cold-calling, warm leads) for clients in the USA, Belgium, Israel, and Central America
  • Provided Life, Health, Disability, and Long-Term Care insurances, Annuity products and services resulting in annual revenues of between $20K-$30K annually

09/00 – 09/04, Licensed Insurance Agent, MassMutual, Ft. Lauderdale, FL

  • Provided Life, Health, Disability, and Long-Term Care insurances, Annuity products and services resulting in annual revenues of between $15K-$20K annually (as a new agent)

OTHER PROFESSIONAL EXPERIENCE

Trust Officer, Trust Dept., SunTrust, Hollywood, FL / Ft. Lauderdale, FL

  • Performed business development by networking, using bank book of business for additional product clients, and business networks
  • Developed client business by targeting clients with minimum investable assets of >$1M

Branch Manager, SunTrust, Ft Lauderdale, FL

  • Managed client assets of >$100M+ for branch deposits, managed, supervised, recruited, and trained a sales team (8-15 employees), and supervised ~2 Operation Managers and between 5-12 tellers
  • Trained staff (weekly) using branch performance reports, training on new products and services, and new hire orientation 
  • Performed business development by networking, used bank book of business for additional clients, and business networks to sell to commercial and consumer clients

Branch Manager, Bank Atlantic (BB&T), Ft. Lauderdale, FL

  • Managed banking branch with client assets of between $40M-$100M+ for branch deposits
  • Managed, supervised, recruited, and trained a sales team of 8-15 employees
  • Performed business development by networking, using bank book of business for additional product clients, and business networks, targeting commercial clients as well as consumer customers, brought in commercial and consumer clients

FORMAL EDUCATION

  • 1994, Master of Business Administration, Financial Services Management, Nova Southeastern University, Ft. Lauderdale, FL
  • 1987, Bachelor of Science, Business Administration, Florida Atlantic University, FL

TECHNICAL / COMPUTER / LANGUAGES / VOLUNTEER / TRADE ORGANIZATIONS

  • Proprietary leads generation software application
  • MS Office: Word, Excel, PowerPoint, Outlook
  • ACT (Customer Relation Management) program
  • French – Fluent
  • 01/17 – 12/17, Member, Chamber of Commerce, Pompano & Deerfield Beach, FL
  • 08/18 – present, Member, Toastmaster International, Pompano Beach/North Miami, FL
  • 03/19 – present, Member, Member, Broward County Chamber of Commerce, FL
  • Passport:  United States Citizen (issued 09/12; expires: 09/22)
  • Work Preference: Broward, Miami-Dade, and Palm Beach County, FL

KEY & TRANSFERABLE SKILL WORDS: accounts, Asset Protection Center, banking, book of business, brochures, business cards, business development, campaigns, client sourcing, cold-call, Data mining, employees, fine art, lead generation, managed, Manager, Marketing, networking, Operation Managers, orientation, pamphlets, performance reports, promotional products, recruited, Sales Manager, sales team, staff, supervised, telemarketing, trained, Training Manager, warm leads 

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Resume du jour – Marc Lewison – Sr. Sales Manager

Marc S. Lewison

Pompano Beach, FL 33069

(954) 232-8250 / lewisonmarcs@gmail.com

OBJECTIVE:  Senior Sales Manager, Sales Representative, or Training Manager

EXPERIENCE SUMMARY

  • 20+ years, Sales, Marketing, Business Development (banking, finance, insurance, fine art)
  • 13 years, Banking, Financial Business Development (insurance, investments)
  • 6 years, Insurance Agent (private insurance)

EXPERIENCE PORTFOLIO

03/15 – present, President / Founder

Kaily Connect, Pompano Beach, FL

  • Lead generation, data mining, assisting companies to promote their products and services via email, letter, and phone campaigns, generating >30K annually
  • Service provided to local businesses and clients include lead generation and telemarketing services, resulting in increasing new sales revenue for customers by 15%
  • Assisted Pompano / Deerfield Beach (FL) Chamber of Commerce gain/regain members, resulting in ~30 new/ recovered business members valued at ~$350 per membership / $10K+ in annual accounts for Pompano CC and Deerfield CC
  • Create promotional products for clientele, with contracts valued at between $100-$200 monthly for pamphlets, brochures, business cards
  • Performed business development and client sourcing via 3rd-party databases and resources (e.g., Dunn & Bradstreet, Info-USA), as well as telemarketing cold-calls and appointments to brand the company to new and existing clientele
  • Managed, trained, and supervised between three to six telemarketing staff in performing cold-call contacting and sales of promotional products, as well as client-based telemarketing services for set services (# of calls/hourly) for five clients

01/13 – 03/15, President / Founder

Kaily Art, Pompano Beach, FL

  • Manufactured gold-plated religious art for churches, retail stores, and religious stores nationwide, created artwork and designed chemically-etched finished products.

09/06 – 07/13, Independent Insurance Agent

Asset Protection Center Inc., Coral Springs, FL

  • Managed agency, supervised shared administrative staff
  • Performed business development by interacting with Chambers of Commerce, religious institutions, non-profit organizations, Nova Southeastern University planned-giving council, a large private school, as well as private individuals (cold-calling, warm leads) for clients in the USA, Belgium, Israel, and Central America
  • Provided Life, Health, Disability, and Long-Term Care insurances, Premium Financing, Life Settlement, Annuity products and services resulting in annual revenues of between $100K-$200K annually

09/04 – 09/06, Licensed Insurance Agent

Prudential, Ft. Lauderdale, FL

  • Worked directly as agent for Prudential Insurance Company
  • Performed business development by interacting with Chambers of Commerce, religious institutions, non-profit organizations, Nova Southeastern University planned-giving council, a large private school, private individuals (cold-calling, warm leads) for clients in the USA, Belgium, Israel, and Central America
  • Provided Life, Health, Disability, and Long-Term Care insurances, Annuity products and services resulting in annual revenues of between $20K-$30K annually

09/00 – 09/04, Licensed Insurance Agent, MassMutual, Ft. Lauderdale, FL

  • Provided Life, Health, Disability, and Long-Term Care insurances, Annuity products and services resulting in annual revenues of between $15K-$20K annually (as a new agent)

OTHER PROFESSIONAL EXPERIENCE

Trust Officer, Trust Dept., SunTrust, Hollywood, FL / Ft. Lauderdale, FL

  • Performed business development by networking, using bank book of business for additional product clients, and business networks
  • Developed client business by targeting clients with minimum investable assets of >$1M

Branch Manager, SunTrust, Ft Lauderdale, FL

  • Managed client assets of >$100M+ for branch deposits, managed, supervised, recruited, and trained a sales team (8-15 employees), and supervised ~2 Operation Managers and between 5-12 tellers
  • Trained staff (weekly) using branch performance reports, training on new products and services, and new hire orientation 
  • Performed business development by networking, used bank book of business for additional clients, and business networks to sell to commercial and consumer clients

Branch Manager, Bank Atlantic (BB&T), Ft. Lauderdale, FL

  • Managed banking branch with client assets of between $40M-$100M+ for branch deposits
  • Managed, supervised, recruited, and trained a sales team of 8-15 employees
  • Performed business development by networking, using bank book of business for additional product clients, and business networks, targeting commercial clients as well as consumer customers, brought in commercial and consumer clients

FORMAL EDUCATION

  • 1994, Master of Business Administration, Financial Services Management, Nova Southeastern University, Ft. Lauderdale, FL
  • 1987, Bachelor of Science, Business Administration, Florida Atlantic University, FL

TECHNICAL / COMPUTER / LANGUAGES / VOLUNTEER / TRADE ORGANIZATIONS

  • Proprietary leads generation software application
  • MS Office: Word, Excel, PowerPoint, Outlook
  • ACT (Customer Relation Management) program
  • French – Fluent
  • 01/17 – 12/17, Member, Chamber of Commerce, Pompano & Deerfield Beach, FL
  • 08/18 – present, Member, Toastmaster International, Pompano Beach/North Miami, FL
  • 03/19 – present, Member, Member, Broward County Chamber of Commerce, FL
  • Passport:  United States Citizen (issued 09/12; expires: 09/22)
  • Work Preference: Broward, Miami-Dade, and Palm Beach County, FL

KEY & TRANSFERABLE SKILL WORDS: accounts, Asset Protection Center, banking, book of business, brochures, business cards, business development, campaigns, client sourcing, cold-call, Data mining, employees, fine art, lead generation, managed, Manager, Marketing, networking, Operation Managers, orientation, pamphlets, performance reports, promotional products, recruited, Sales Manager, sales team, staff, supervised, telemarketing, trained, Training Manager, warm leads 

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