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Nathaniel Ramsey

363 Saybrook Lane Wallingford, Pa. 19086


[email protected]
610-389-1580
________________________________________________________________________
SALES DEVELOPMENT/ ACCOUNT MANAGER

Career Overview

• Utilized a consultative approach to assess client needs and provide solutions


• Developed new business and exceeded sales quotas
• Received numerous sales awards for consistently exceeding sales goals and
forecasts and creating “win-win” client solutions

Areas of expertise
Prospect New Business Overcoming Objections Managing the Sales
Cycle
Forecast Accuracy Salesforce.com Expert Pipeline Management
Territory Planning Contract Negotiations Customer
Relationships

Professional Experience

Plato Learning Inc. - Software Sales


2006-9-2009
Sales Account Management - Home Office
• Performed direct web-based subscription software sales to the K-12 education
market in Pennsylvania
• Owned and managed planning and sales activities for assigned territory in
Pennsylvania
• Prospected qualified leads and gained new business with persuasive high
level presentations to Superintendents, Directors of Curriculum, CEO’s of
Alt Ed Co’s
• Cultivated relationships from initial contact through implementation with
clients and company’s professional services team.
• Utilized a consultative approach to sell multiple solutions based on customer
needs
• Implemented credit recovery solutions in large suburban districts leading to a
lower drop out rate and substantial savings.
• Fiscal year 2006/2007 sales of $1,221,696.00 representing
122% of sales quota.
• Fiscal year 2007/2008 sales of $1,410,700.00 representing
112% of sales quota.
• Fiscal year 2008/2009 through Q3 sales of $1,052,856.00 102%
of sales

Presidents club member 2007 and 2008-Ranked top 15 out of 80 AM

Ryan Beck and Company - Yardley, Pa


2004 - 2006
Vice President Sales
• Designed recruitment strategies to support operational business goals
• Established rich talent pipeline of financial advisors by direct networking,
cold-calling and online marketing
• Worked with team to develop a monthly seminar series presenting to local
business owners on the Nobel Prize winning investment approach “Modern
Portfolio Theory”
• Negotiated the sale of my business to explore new career opportunities

Fleet Bank - Philadelphia, Pa


2002 - 2004
Vice President Sales/Account management
• Prospected large and small businesses in center city Philadelphia to use the
bank’s retirement planning and 401K services
• Organized and presented monthly to high net worth business owners on the
importance of a key player succession plan for businesses
• Generated $350,000.00 in commission for newly opened flagship branch in
first 18 months
• Received 2003 Gung Ho Award -an award given to top 2 performers in each
region based upon new accounts, recurring revenue and asset growth

Wachovia Securities - Bethlehem, Pa.


2000-2002
Vice President Sales/Account Management
• Promoted to Vice President based on exceeding the required annual
commission threshold
• Worked with UPS employees and retirees to manage and grow their
retirement rollover accounts
• Formed partnership to co-manage our growing 401K and advisory business
• Prospected high net worth individuals to manage their investment accounts
• Generated $500,000.00 in commission growing asset base from 20 to 43
million dollars

Legg Mason Wood Walker - Allentown, Pa.


1997-2000
Senior Financial Advisor
• Successfully moved 75% of my existing customer base from Merrill Lynch
within 6 months
• Promoted to Senior Financial Advisor by exceeding the annual commission
threshold
• Cold-called, competed and won 2 corporate 401k retirement plans: Binney
and Smith and Just Born Candies
• Received President’s Club award for 1998 and 1999

Merrill Lynch - Allentown Pa. 1994-


1997
Financial Advisor
• Attained all necessary licenses to manage assets for both individual and
business customers: Series 7, 6, 63, 65 and Insurance
• Earned certifications by completing Dale Carnegie ”How to sell” seminar
series
• Completed a 2 year Professional Development Program by reaching all
required goals in 4 areas: 150 new accounts, $150,000.00 commission, 24
financial plans, $10,000.000.00 in customer assets
• Winners Circle award member 1996 for placing in the top 20% of new
advisors nationally with less than 2 years experience

Education
Westminster College, New Wilmington, Pa.
Bachelor of Business Administration, 1993

Training
Achieve Global Certified
Dale Carnegie Certified

Will provide letters of recommendation upon request

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