Summary
Overview
Work History
Education
Skills
Affiliations
References
Certification
Timeline
Generic
John Whaley

John Whaley

Montgomery,AL

Summary

Over 25 years of Multi unit Sales/Marketing and Operations experience. Demonstrated and progressive reco Successful record of sales to quota and profitability. Experienced in startups and turnarounds. A proven track record of advancement. Skilled networker, manager with proven negotiation abilities. Experienced in corporate field and classroom training. A unique blend of entrepreneurial and corporate experience. Experienced in recruiting, human resources, online marketing and brand building, seminars and group training. Excellent written and verbal communication skills. Advanced level knowledge of multiple management, CRM and operational software platforms.

Overview

37
37
years of professional experience
1
1
Certification

Work History

Owner

Whaley Business Solutions
09.2009 - Current
  • Independent contractor representing companies serving the business insurance and automotive manufacturing aftermarket
  • Licensed Independent all lines adjuster
  • Experienced in Outside Property, Automotive desk adjusting, Large loss, Wind, Hail, Roof, Water damage, Auto- Including flood and total loss, RV
  • Representing the following companies: Global Resourses- Senior Business Analyst
  • Providing analysis to small-medium-size businesses; determining the financial impact of owners decision-making, corporate structure, business planning and industry benchmarking
  • Mitchell1:(Snap-On)- Independent Sales Channel for Alabama Saas / Business management software and consulting
  • Bolt-On Technology Saas / Automotive repair software solutions
  • Car Fax Direct Aftermarket Repair Shop- Representative Vehicle History Integration
  • Royaltie Digital Marketing Platform-Franchisee Complete online marketing platform
  • David Allen Capital- Affiliate Financial solutions and point of sale systems
  • P2 Promotional Products Products for building your brand
  • I am a road warrior who loves conducting sales calls, training classes, developing prospects and uncovering needs through consultative process
  • Proven experience in training business owners and service advisors in software utilization and business analysis
  • Software product demonstrations, Individual and group training classes for business owners and key personnel
  • Specializing in solutions to management, operations and marketing
  • Over two decades dedicated to this market cultivating relationships and building trust
  • Working remotely (70% travel) and utilizing a sales team as well as direct and online marketing I provide consulting services and supply business owners a suite of the business tools they need to help their businesses succeed
  • From Business management software with point of sale and invoicing to online repair manual and software
  • My goal is to help business owners grow and operate more efficiently as well as plan for and meet their future needs
  • I utilize a consultative sales approach to uncover needs, discover opportunities and determine the best solutions to meet those needs
  • As an independent contract representative working independently and remotely, I am also a small business owner
  • My responsibilities involve all aspects of business ownership such as: Sales, Prospecting, Business accounting, HR, prospecting, maintaining CRM, attending networking and professional events, nurturing customer and vendor relationships, advertising, marketing, and occasionally sweeping the floor

Regional factory sales representative

Jasper Engines and Transmissions
04.2008 - 09.2009
  • As a factory representative I managed relationships provided ongoing training for our existing client base and made sales calls on automotive repair shops, automobile dealers, marinas, fleets, municipalities, construction companies, bus companies and large national accounts such as the United States Postal Service, FedEx, Verizon and Coca-Cola)
  • The job requires a drive, passion and enthusiasm to sell and build long-term customer relationships and knowledge of selling a premium priced product
  • Strong organizational and time management skills are also critical

Financial Planning Advisor

AIG Valic
08.2006 - 04.2008
  • As a Financial Planning Advisor I provided financial planning services and investment advice for retirees and former employees of several organizations including Baptist Health Care, and Auburn University
  • I offered an array of financial products and services to my clients who relied primarily on VALIC Financial Advisors (VFA) for their retirement planning needs
  • As a financial advisor, I built and maintained networks and strong client relationships while managing investments across a broad spectrum of options
  • Extensive knowledge and qualification of my clients was developed through networking, research and ongoing open ended questioning
  • Much of this business was built on personal referrals and networking

Investment Representative

Edward Jones
09.2005 - 05.2006
  • As an investment representative for Edward Jones I was responsible for the presentation and sales of securities and related products
  • My job was to provide the investments, services and information individuals needed to achieve their financial goals
  • Responsibilities included cold calls in the community, participation in community and civic organizations and volunteer work as well as meeting with clients and prospects to build relationships make appropriate investment recommendations

District Sales and Operations Manager

Modine Aftermarket Holdings Inc.
01.1999 - 01.2005
  • Company Overview: Modine Manufacturing Company, an aftermarket manufacturer that manufactures automotive heat exchangers and parts for heating, ventilating, and air-conditioning (HVAC) systems, radiators, charge-air coolers, AC parts, and oil coolers
  • District Operations Manager
  • Responsibilities included sales and operations for the southeast United States including 9 wholesale distribution facilities
  • At Modine Manufacturing Company, I was responsible for all sales growth and market expansion at the district level
  • Developed and implemented district sales plans and objectives
  • Managed all key performance indicators relative to market growth and penetration
  • Produced and presented sales and operations reports and analysis to key corporate executives and shareholders
  • Also included was responsibility for management of the branch operations in several southeastern wholesale and retail distribution facilities
  • Modine Manufacturing Company, an aftermarket manufacturer that manufactures automotive heat exchangers and parts for heating, ventilating, and air-conditioning (HVAC) systems, radiators, charge-air coolers, AC parts, and oil coolers

General Manager

Keystone Automotive Industries, Inc.
01.1994 - 01.1999
  • Company Overview: Wholesale supplier of automotive paint and body supplies to the collision industry
  • Developed and implemented branch sales plans and objectives, managed key performance indicators relative to sales growth, collections, productivity, inventory control, and profits to increase business
  • Utilized corporate and locally produced performance and sales reports
  • Insured compliance with all federal, state and local regulations, as well as company policies and procedures
  • Directly responsible for the recruitment, training and motivation of sales and support staff, as well as the development of retail business
  • Wholesale supplier of automotive paint and body supplies to the collision industry

Owner

American Paint and Chemical Company, Inc.
01.1988 - 01.1994
  • Company Overview: Manufacturer of proprietary industrial paints, chemicals and coatings
  • Managed operations and manufacturing
  • Solicited and made presentations to National Accounts
  • Developed promotional material and traveled extensively
  • Established multiple national accounts in the HVAC industry including Trane and Lennox and others in the LPG industry
  • In the sales capacity, I traveled extensively across the United States promoting our line of chemicals to various industries including government agencies through seminars, presentations and industry events
  • The position required extensive industry and product knowledge as well as strong negotiating and closing skills
  • Manufacturer of proprietary industrial paints, chemicals and coatings

Education

Business Administration -

Wallace State Community College
Hanceville, AL

Financial - Financial Analysis

Kaplan University
Davenport, IA

Skills

  • Customer Relations
  • Small business operations
  • Relationship Building
  • Verbal and written communication
  • Sales oversight
  • Budget Development
  • Sales management
  • Financial Planning
  • Administrative Oversight
  • Sales Leadership
  • Negotiation
  • Consulting
  • Employee Development
  • Profit and loss analysis
  • Marketing tactics
  • Key partnership cultivation
  • Attention to Detail
  • Customer Service
  • Decision-Making
  • Teamwork and Collaboration
  • Team Leadership
  • Customer Service Management
  • Effective leader
  • Scheduling
  • Goal Setting
  • Inventory Control
  • Inventory Management
  • Business Leadership
  • Schedule Management
  • Desktops, Laptops, and Mobile Devices
  • Customer Retention
  • Performance Improvement
  • Sales Strategies
  • Operations Oversight
  • Direct Sales
  • Sales Tracking
  • Sound Judgment
  • Revenue Growth
  • Product Promotion
  • Training Management
  • Financial Oversight

Affiliations

  • Member- Montgomery Chamber of Commerce
  • Member Business Network International
  • Montgomery County Republican Club
  • Past Member- Business Council of Alabama
  • Past board member- American Paint and Chemical
  • Past member - Cullman County Chamber of Commerce
  • Member- Landmark Church

References

Greg Lauderdale, National Sales Manager, Kelvion Inc., 334-315-8593, Altumura Bynum, Business owner, A. Bynum Agency, Montgomery, AL, 334-782-7944, Tonya Barton, Business owner, Cool Air Solutions, Inc., 904-318-5757, Michael Haynes, Attorney, Cullman, AL, 256-737-5068, Dr. Dorn Majure, Professor, Montgomery, AL, 334-315-3220

Certification

Licensed Insurace Adjuster

Licensed in Life insurance

Licensed in Health Insurace

Prior Licensed Financial Advisor

Timeline

Owner

Whaley Business Solutions
09.2009 - Current

Regional factory sales representative

Jasper Engines and Transmissions
04.2008 - 09.2009

Financial Planning Advisor

AIG Valic
08.2006 - 04.2008

Investment Representative

Edward Jones
09.2005 - 05.2006

District Sales and Operations Manager

Modine Aftermarket Holdings Inc.
01.1999 - 01.2005

General Manager

Keystone Automotive Industries, Inc.
01.1994 - 01.1999

Owner

American Paint and Chemical Company, Inc.
01.1988 - 01.1994

Business Administration -

Wallace State Community College

Financial - Financial Analysis

Kaplan University

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John Whaley