John Rapp
Brooklyn,MI
Summary
High performing sales professional with 21 years of experience, delivering high-impact work in the financial services industry. Skilled in developing strong internal and external relationships to facilitate collaborative achievement of high-priority goals. Confident in ability to thrive in a fast-paced setting and leverage skills in effective communication, relationship building, and new client acquisition through prospecting to enable team success.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Capital Retirement
Temperance, MI
07.2020 - Current
- Develop personalized insurance and retirement plans to meet client goals and enhance retirement savings strategies.
- Conduct regular reviews of client accounts, ensuring alignment with changing financial objectives.
- Present public workshops on insurance and retirement planning topics, increasing community awareness.
- Manage lead acquisition efforts and prospecting from purchased leads lists; scheduling both in home and telephone appointments and converting prospects into clients with a consultative sales approach.
National Accounts Manager
MTS Seating
Temperance, MI
11.2019 - 06.2020
- Identified new business opportunities within the hospitality sector; including some of the largest hotels, convention centers, hotel ownership companies, design and architecture firms, and purchasing agents.
- Managed, supported and grew business relationships with existing key national accounts and developed strategies to increase sales and revenue for the company within the assigned territory.
- Conducted regular performance reviews of territory reps to discuss performance, progress towards goals, and development opportunities.
National Accounts Executive
MTS Seating
Temperance
11.2016 - 11.2019
- Promoted to national account manager after growing the assigned territory's market share within the territory.
- Extensive travel into assigned key national accounts; encompassing 18 states and 9 rep groups to assist reps with product review meetings/ lunch and learns for both current and potential target accounts that included architecture and design firms, hotel ownership companies, state and local governments, universities, and purchasing agents.
- Communicated on daily basis with national reps and key accounts within assigned territory with RFQ's, product questions, to assist in closing new business.
Investment Advisor Representative
J. William Financial
Ann Arbor, MI
05.2014 - 10.2016
- Developed personalized investment strategies to align with client retirement goals.
- Provided comprehensive financial assessments with clients to identify opportunities for portfolio growth and principal preservation.
- Conducted workshops to educate pre retirees and retirees on various retirement planning topics.
Education
Monroe County Community College
Temperance, MISkills
- Territory management
- Consultative sales expertise
- Relationship building and management
- Public Speaking
- Analytical thinking
- Objection handling
- Professional communication
- Strategic marketing
- Cold calling
Timeline
Financial Advisor
Capital Retirement
07.2020 - Current
National Accounts Manager
MTS Seating
11.2019 - 06.2020
National Accounts Executive
MTS Seating
11.2016 - 11.2019
Investment Advisor Representative
J. William Financial
05.2014 - 10.2016
Monroe County Community College