Sheehan Resume

MARTIN PAUL SHEEHAN 13548 Jonquil Place West Palm Beach, Florida 33314 561-798-1512

• FINANCIAL SERVICES • MARKETING • MANAGEMENT • Financial Planner and Sales/Marketing Professional, with more than 14 years of progressive management, marketing and financial services experience. Multifaceted experience includes the development of a network of 10,000 independent insurance agents and banks for the sales/marketing of fixed annuities and Term and universal life insurance. Successfully built a fixed annuity marketing program for Zions Bank in Salt Lake City, Utah, resulting in more than $18 million in total sales production for 2003 and increased this figure to $22.9 million in 2004. Substantial experience and expertise in asset and risk management, with in-depth knowledge of annuities and insurance products. Diversified operations management experience in marketing of financial services, new business development and the establishment and retention of profitable client relationships. Background also encompasses direct sales and service of office equipment in South Palm Beach county.

SUMMARY OF QUALIFICATIONS: • • • •

• •

Results-oriented experience in sales management, and the effective utilization of human resources to establish and achieve objectives. Extensive experience in organizing and directing successful efforts to develop client base and enhance business volume and profitability of operations. Excellent communication and interpersonal skills. Strong ability to organize, plan, implement and develop. Adept at “Consultative” and “Relationship” selling, client profile evaluation, needs assessment and developing solutions for proper estate-planning, asset management and financial planning. Comprehensive knowledge of investment products, as well as federal, state, NASD regulations and guidelines.

EXPERIENCE: CDA of AMERICA, WEST PALM BEACH, FL 12/97 – PRESENT Vice President Marketing • Direct all sales/marketing activities of fixed annuities and life insurance products, representing multiple insurance carriers, including Lincoln Benefit Life and ING. • Full responsibility for recruiting, supervision and administration of independent life insurance agents and banks nationally. • Developed strong working relationships with more than 10,000 agents to maximize sales and service. • Conducted seminars to enhance their product knowledge and sales techniques. • Served as advisor and mentor, regarding techniques for recognizing clients’ needs, assessing current status and developing solutions for risk and investment management. • Hired and supervised administrative support staff. • Analyzed business conditions, market/industry trends, competitive influences and demographic factors to forecast sales and identify opportunities for business growth. • Devised and implemented innovative marketing strategies, as well as created marketing collaterals.

M. P. SHEEHAN - PAGE 2

EXPERIENCE:

(CONTINUED)

EDWARD JONES INVESTMENTS, DELRAY BEACH, FL 10/95 – 12/97 Investment Representative • Ran an independent office with one sales assistant. Responsible for all profits and losses of the business. • Developed and nurtured client relationships, as well as designed and implemented all aspects of financial planning. • Consulted with clients to analyze current asset position, educated and developed investment strategies to meet objectives and monitor performance. • Purchased and sold stocks, bonds, mutual funds, certificates of deposit and insurance. • Successful history of acquiring new clients, through organized and assertive cold-calling and follow-up, while providing total quality service to existing ones. • Organized and implemented seminars and delivered public speaking seminars to educate and motivate potential clients. • Conducted market research to obtain and relay current information to clients. • Extensive personal networking and telemarketing an average of 30 – 40 calls per evening. • Responsible for financial functions, as well as advertising and promotions. WOOD BUSINESS PRODUCTS, FT. LAUDERDALE, FL 1/91 – 10/95 Account Representative • Developed new business and maintained accounts within South Florida Territory through cold calling door-to-door in various high rise office buildings. • Personally generated the highest one month sales production in the company’s history, exceeding $44,000, resulting in bonuses and a special plaque, to add to multiple other awards for high production. • Leased state-of-the-art Mita laser plain paper fax machine, then an innovator in the use of plain paper for facsimile reception. • Provided post-sales service and training to existing accounts. • Territory ranged throughout South Palm Beach County.

EDUCATION: SUNY ALBANY, ALBANY, NY Masters of Business Administration Major: Finance GPA: 3.5

1990

ST. BONAVENTURE UNIVERSITY, ST. BONAVENTURE, NY Bachelor of Science Degree Major: Marketing Minor: Economics GPA: 3.5 Summa Cum Laude Wall Street Journal award in marketing

1988

School Activities: • Cross Country Team • Track Team • Rugby Team (financed 100% of education with school loans, work study programs and part-time jobs)

SKILLS:

Computer proficient: MS Word • Excel • Act • MS Outlook • Internet

MISCELLANEOUS:

Ran several marathons, including New York City (twice) and Chicago Marathon.

REFERENCES:

Available upon request