Jim McGrath
Hudson,WI
Summary
Accomplished Sales Executive with 25 years of experience in consistently promoting company brand. Passionate expert and valuable business consultant with talents in analysis, presentations, consumer knowledge and industry dynamics. Skilled at coordinating with clients, retail and distribution partners to accomplish sales goals while maintaining strong professional relationships.
Overview
27
27
years of professional experience
Work History
Director, Sales and Client Relations
ALM First Financial Advisors
2023.05 - Current
- Expanded into new markets, conducting thorough market analysis and establishing key local partnerships.
- Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
- Utilized professional networks and industry knowledge to strengthen client relationships.
- Leveraged advanced analytical tools to provide detailed industry forecasts that informed strategic planning decisions for clients.
Regional Vice President
Allied Solutions
2004.06 - 2022.09
- Provided sale and consulting to Midwest territory of 100+ financial institutions.
- Consistently increased revenue, performed at high levels and retained clients.
- Experienced personal income growth in 22 of 23 years.
- Responsible for annual Net Agency Commissions of $1.5M.
- Negotiated renewal of top client contract worth $3M in annual premium
- Performed in top 30% of sales force in 18 years
- Performed in top 50% of sales force in 20 years
Client Development Manager
Allied Solutions
1999.03 - 2004.06
- Increased employee engagement [Number]% through coaching and motivational training, surpassing quality assurance scores [Number]%.
- Represented company at various industry events, meetings and conferences to solidify existing and new client relationships.
- Executed and managed daily client development activities to increase client point of sale production%
- Managed accounts to retain existing relationships and grow share of business.
Regional Account Manager
Healthcare Service Group
1997.11 - 1999.03
- Managed Environmental Services staff in multiple long-term care facilities.
- Responsible for significant budget while creating savings and efficiencies.
Education
Bachelor of Arts - Communication And Journalism
University of Minnesota - Duluth
Duluth, MN05.1997
Skills
- Consultative Sales Approach
- Integrity and Transparency
- Customer Needs Analysis
- Implementation Management
- Strategic Networking
- Annual Planning
- Effective Communicator and Speaker
- Operational Planning
- Analytical and Critical Thinker
- Business Consulting
- Regional Sales, Service and Support
- Thrive Under Pressure
- Sales and Non-Interest Income Growth
- Presentation Skills
- Risk and Mitigation Analysis
Accomplishments
Achieved annual sales goals including multiple Pinnacle Club, Summit Club, Region of the Year and Clear Choice for top revenue production. Consistently qualified for attendance at Client Networking Conference for top accounts.
Timeline
Director, Sales and Client Relations
ALM First Financial Advisors
2023.05 - Current
Regional Vice President
Allied Solutions
2004.06 - 2022.09
Client Development Manager
Allied Solutions
1999.03 - 2004.06
Regional Account Manager
Healthcare Service Group
1997.11 - 1999.03
Bachelor of Arts - Communication And Journalism
University of Minnesota - Duluth
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