Summary
Overview
Work History
Education
Skills
Recognitions
Timeline
Generic

Bill Matlock

Celina,TX

Summary

Dedicated and accomplished professional with over 20 years of experience. Robust background in financial sales; however, open to various industries in the capacity of sales, sales management, supply chain management, and sales leadership. Results oriented through relationship building, integrity, and superb customer service. Tenacious quest for success coupled with an intellectual curiosity for continued learning and evolving in an ever changing environment.

Overview

29
29
years of professional experience

Work History

Account Executive

Aramark Refreshments
Dallas, TX
04.2021 - Current
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Performed product demos at customer office.
  • Utilized CRM to collect, organize and manage sales data and customer information.
  • Developed sales pipeline by cold-calling, canvassing and obtaining referrals.

Regional Sales Manager

Venair, Inc
Frisco, TX
10.2019 - 01.2021
  • Formalized sales process to enhance operations and promote acquisition of new customers covering markets in seven states.
  • Initiated and cultivated relations with distributors to realize optimal cost savings. Maintained open communication, followed-up on customer needs and offered new products to account holders to maintain and grow client base through word of mouth referrals as well as furthering cementing client relationships to ensure steady stream of repeat business.
  • Identified, prospected, and cultivated relationships with Engineers, Buyers, Operations Managers and Distributors to promote product lines and solutions within the Pharmaceutical and Biotech markets.

Sales & Distribution

Bridging Biosciences. Inc.
Frisco, TX
04.2019 - 10.2019

Primary goals and focus on client outreach and building engagement by executing multiple marketing campaigns across social media and via phone outreach for our cell therapy product.

  • Created profiles on more than 100 target physicians in Texas and Oklahoma that specialize in PRP therapy
  • Assisted in product demonstrations and placement to both new and existing physicians
  • Supported in-service and face-to-face sales calls

President/Owner

Matlock Advisory Group, Inc.
Celina, TX
03.2008 - 03.2019

Owner and Operator, touching every aspect of the business including accounting and budget management, business development, performance metrics and customer service. Formulated and launched marketing and promotional campaigns. Drove revenue by cultivating successful client relations.

  • Consecutive year over year sales through 2015
  • Negotiated sales contracts with Allstate and Nationwide insurance companies
  • Contract sales administrator for Arkansas Teachers Retirement Systems
  • Compensation Benefit Planner for disabled Veterans via NASV

President/Owner

Powell Matlock Drees, Inc.
Little Rock, AR
02.2007 - 03.2008

Collaborated with company partners to develop and actualize strategic plans to advance the company's objectives and promote revenue, profitability and growth. Utilized 70+ seminar marketing campaigns as the primary business development platform.

  • Consistently surpassed sales target of $1M in sales each month
  • Aggressively marketed 6 to 8 seminars each month
  • Exceeded $80k revenue target each month

Financial Advisor

Bankers Life & Casualty
Little Rock, AR
01.2003 - 02.2007

Financial Manager for all security related annuity sales comprising of four offices and 90+ agents in Arkansas and Northern Louisiana. Developed and implemented annuity training programs for each office, collaborated with agents on appointment setting skills and was present at all agent/client securities related meetings.

  • Delivered greater than 20% year-over-year sales growth for four years straight
  • Recognized as top performer company wide among 4,500 agents
  • Annual annuity sales surpassed $22 million in 2006

Financial Advisor

Morgan Stanley Dean Witter
Little Rock, AR
01.1999 - 01.2003

Private wealth advisor primarily responsible for generating sales leads through cold calling and direct marketing campaigns.

  • Met and maintained a cold calling campaign with a minimum of 25 contacts per day
  • Assisted senior advisors with hosting retirement workshops

Marketing Associate

Sysco Foods Of Arkansas
Little Rock, AZ
03.1995 - 01.1999

B2B sales to food distributors in markets ranging from hospitals, schools, mom and pop, fast food and fine dining establishments. A driver of sales through account penetration and relationship management by effecting trust, extraordinary service and efficient delivery of product.

  • 1996 Rookie of the year (year-over-year gross sales and margin)
  • Promoted to larger territory in 3rd year and successfully increased sales by double digits

Education

Certificate - Orthopedic Reconstruction & Trauma

Medical Sales College
Plano, TX
2019

BBA - Business Management

University of Central Arkansas
Conway, AR
12.1993

Skills

  • Former Business Owner/Operator
  • Sales Management
  • Business Development
  • Expertise in B2B and B2C markets
  • CRM Proficient
  • Financial Sales
  • Industrial Sales
  • Medical Sales

Recognitions

Bankers Life & Casualty

2003 Presidents Club

2004 Presidents Club

2005 Presidents Club

2006 Chairmen's Club

Sysco Foods of Arkansas

1996 Rookie of the year

Timeline

Account Executive

Aramark Refreshments
04.2021 - Current

Regional Sales Manager

Venair, Inc
10.2019 - 01.2021

Sales & Distribution

Bridging Biosciences. Inc.
04.2019 - 10.2019

President/Owner

Matlock Advisory Group, Inc.
03.2008 - 03.2019

President/Owner

Powell Matlock Drees, Inc.
02.2007 - 03.2008

Financial Advisor

Bankers Life & Casualty
01.2003 - 02.2007

Financial Advisor

Morgan Stanley Dean Witter
01.1999 - 01.2003

Marketing Associate

Sysco Foods Of Arkansas
03.1995 - 01.1999

Certificate - Orthopedic Reconstruction & Trauma

Medical Sales College

BBA - Business Management

University of Central Arkansas
Bill Matlock