Summary
Overview
Work History
Education
Skills
Additional Information
Outdoors, Camping, Hunting, Woodworking, Automotive Repair
Work Availability
Quote
Timeline
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CHAD J. WITHERS

CHAD J. WITHERS

Vice President
PROSPER,TX

Summary

VICE PRESIDENT OF SALES & BUSINESS Highly successful sales, direct business & consumer sales, building results-driven teams, accurately assessing market outlook and establishing business partnerships while propelling sales to unprecedented levels. Seasoned Sales Representative with exceptional success in business-to-business and business-to-consumer sales within multiple industries. Proven track record in exceeding sales goals, growing business and expanding territories. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.

Key competencies include: Territory Management Value Add & Practice Management Product Management Investment & Business Coach Business Partner Sales Growth Focused Business & Direct Consumer Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 17 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.

Overview

22
22
years of professional experience

Work History

Vice President

STAMPEDE PEST & TERMITE
01.2017 - Current
  • Responsible for driving all sales for entire organization
  • Management of new business relationships
  • Responsible for existing and new business for beginning to end
  • Doubled company revenue & sales year one
  • Proactively promoting products to direct consumers & businesses
  • Traveled extensively for training and support of the territory
  • Management of new business and management of internal sales team
  • High degree of attention and detail with solid communication skills
  • Maintain effective relationships with clients on multiple products
  • Focused on driving sales and shortening sales cycle
  • Promoting value add and business building concepts to encourage business growth and strengthen business relationships.

Regional Vice President

PROTECTIVE LIFE
01.2016 - 01.2017
  • Distribute high-quality variable, fixed index and index annuity products through relationship building and advanced financial marketing specifically broker dealer, independent, wire house and banks
  • Facilitated product training, advanced sales concepts and product positioning as an asset class in well-diversified portfolios
  • Educate advisors and clients on potential market risks and investment products, including retirement products, to provide a deeper understanding of current and future markets through seminars, one-on-one meetings, value add brochures, practice management concepts and ongoing financial market updates
  • Consult advisors on strategies to help diversify books of business while reducing overall portfolio risk to provide reliable and consistent returns and income.
  • Established and maintained strong relationships with customers, vendors and strategic partners

Regional Vice President

IVY FUNDS DISTRIBUTORS, INC
01.2009 - 01.2016
  • Launched and managed new territory for a multi-billion-dollar global investment asset manager across multi-state region building brand recognition from a non-existent footprint to established producing territory
  • Increased territory production throughout Texas, Oklahoma and New Mexico
  • Increased sales two-fold with existing long-term relationships and developed new business relationships with Investment Advisors with little or no exposure to company’s investment products utilizing value-added education and service on current and future markets to remain ahead of the market curve
  • Utilized internal and external resources to leverage relationships and overall exposure in the territory in developing a process to reduce average sales cycle by four weeks
  • Designed and managed special project wholesaler think-tank consisting of 6-8 wholesalers with biweekly meetings focused on collaborating on sales ideas, value-added training, practice management concepts developing new skill sets and timely market ideas resulting in more effective sales team communication
  • Company expert at bimonthly sales presentations and product trainings presenting to groups of 10 to more than 200 attendees with topics including global and domestic investing, technology, generational planning, innovation and transformation
  • Key Account Representative collaborating with upper management, analysts and wholesalers to increase Firm’s exposure at seminars and firm-specific conferences
  • Conducted continuing education training to financial advisors seeking license credits
  • Leveraged market metrics to identify producing advisors and the asset classes for their customers
  • Cross-sold investment products within variable annuities, retirement and 401k plans.

Senior

Internal Wholesaler
01.2006 - 01.2009
  • Built and maintained long-term profitable relationships with Investment Advisors of all channels throughout IL
  • Collaborated with the External Wholesaler to coordinate efforts to provide support, product knowledge and service to advisors, leverage relationships and increase overall exposure in the territory
  • Developed new leads and cultivated existing relationships with all intermediary channels
  • Acted as Key Account Representative at seminars and firm-specific conferences.

Financial Advisor Consultant

HD VEST FINANCIAL
01.2003 - 01.2006
  • Created and implemented monthly marketing and sales campaigns presented to more than 400 advisors located in all 50 states
  • Conducted extensive reviews on complex financial planning cases and leveraged all investment products to make profitable short and long-term product recommendations
  • Increased financial sales through building strong business relationships with and managing gross totals of Financial Advisors of various tenures through specialized consulting, understanding client needs, prescribing product solutions and exceeding needs
  • Speaker at semiannual National Sales Conferences presenting to financial advisors on topics including software tools, retirement, insurance, educational planning and financial planning processes
  • Extensive national travel representing the firm at national and regional conventions and product partner meetings
  • Trained and advised almost 3,000 producers on advisory platform, variable annuities, mutual funds, insurance products, alternative investments and estate planning.

Regional Manager

APEX ALARM CA, MN & MO
01.2002 - 01.2003
  • Recruited, trained and managed territory office of more than 20 sales reps and more than 8 technicians/sales reps recognized for top sales in 2002 and 2003
  • Conducted motivational training during daily sales meetings with sales reps including role plays, product training, sales closing, overcoming obstacles, team building and incentive implementation
  • Mentored sales reps through hands-on training and technique modeling within the territory
  • Managed and supervised installation team, resolved conflicts and troubleshot installation problems.

Sales Representative

01.2001
  • Created and implemented marketing and sales campaigns to increase sales.
  • Knocked door to door to create sales. 200 doors a day.
  • Managed given territory to maximize sales opportunities

Education

MASTERS OF BUSINESS ADMINISTRATION - Business Administration And Management

FINANCE Walden University

CERTIFIED FINANCIAL -

PLANNER College of Financial Planning
Remote

BACHELOR OF SCIENCE - FINANCE, Financial Management

Brigham Young University
Rexburg, Idaho
2003

Skills

  • Computer skills:
  • Siebel, Vines, Salesforce, Morningstar Advisor Workstation, Market Metrics, Microsoft Office
  • Consulting with Customers
  • Prioritizing Workflows
  • Territory Management
  • Schedule Coordination
  • Client Development
  • Campaign Support
  • Email Blasts
  • New Market Penetration
  • Order Management
  • Sales Performance Analysis
  • Lead Development
  • Sales and Marketing
  • Networking
  • Expense Reporting
  • Sales Presentations
  • Marketing Campaign Evaluation
  • Goals and Performance
  • Persuasive Selling
  • Sales Expertise
  • Targeted marketing
  • Relationship building and retention
  • Consulting
  • Public Speaking
  • Critical Thinking
  • Customer Education
  • Coaching and Mentoring
  • Business Storytelling
  • Sales and Marketing Leadership
  • Conflict Resolution
  • CRM Software
  • Computer skills:
  • People and Culture
  • Interactive Media

Additional Information

  • ADDITIONAL SKILLS , Previous Licenses: NASD Series 7, NASD Series 63, TX & OK Insurance License.

Outdoors, Camping, Hunting, Woodworking, Automotive Repair

I have a passion for anything that involves me using my hands.  I love to learn new skills and I am not afraid to try anything new.   The great outdoors have always called to me.  From the time I was little to now.  It is where I find peace and a get away from the day to day hustle and bustle. 

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill

Timeline

Vice President

STAMPEDE PEST & TERMITE
01.2017 - Current

Regional Vice President

PROTECTIVE LIFE
01.2016 - 01.2017

Regional Vice President

IVY FUNDS DISTRIBUTORS, INC
01.2009 - 01.2016

Senior

Internal Wholesaler
01.2006 - 01.2009

Financial Advisor Consultant

HD VEST FINANCIAL
01.2003 - 01.2006

Regional Manager

APEX ALARM CA, MN & MO
01.2002 - 01.2003

Sales Representative

01.2001

MASTERS OF BUSINESS ADMINISTRATION - Business Administration And Management

FINANCE Walden University

CERTIFIED FINANCIAL -

PLANNER College of Financial Planning

BACHELOR OF SCIENCE - FINANCE, Financial Management

Brigham Young University

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CHAD J. WITHERSVice President