- Road Bike Cycling
- Mountain Biking
- Traveling With Family
Matthew Mallory
Tulsa,OK
Summary
Sales/Marketing Professional that is licensed to sell Life and Health Insurance, as well as Licensed by FINRA in SIE and Seris 6 to write Variable Annuities. Also. with extensive experience across multiple verticals. Results-driven, goal oriented, and successful track record in direct sales and marketing campaign creation. Able to efficiently manage multiple accounts and projects simultaneously. Committed to customer retention and resolving customer issues, can quickly gain trust and rapport with clients. Prospecting for new business is always a top priority. Along with attaining revenue goals, building quality relationships has always been my priority.
Overview
14
14
years of professional experience
1
1
Certification
Work History
SENIOR ACCOUNT MANAGER
AMERICAN FIDELITY
05.2022 - Current
- Exceeded sales targets every quarter.
- Wrote $92,000 in Insurance in last month.
- Built strong employer relationships.
- Met daily with 10-25 school employees to provide guidance on life insurance and retirement needs
- Added new accounts in a very saturated market.
- Always responded to inquiries in a timely manner.
- Developed strategic account plans to align with client goals and drive business growth.
SALES & MARKETING REP
FASTLINE MARKETING GROUP
01.2017 - 01.2021
- Generated $1,049,052 in revenue in first year.
- Achieved President’s Club in first year (has not been held since.)
- Develop and execute effective, integrated marketing campaigns.
- Prospect for new business on a weekly basis.
- Effectively manage sales funnel.
- Perform campaign performance reviews.
- Led transition from print to digital marketing.
- Develop and maintain customer relationships in order to build trust.
ACQUISITIONS SALES ACCOUNT MANAGER
LEVEL 3 COMMUNICATIONS
01.2015 - 01.2017
- Acquired new customers, developed customer relationships.
- Added 76 new logos, most placing multiple orders.
- Understand customer needs in order to provide solutions taking a consultative approach to selling the value proposition.
- Ensured quality customer service with the best experience possible, while maintaining reasonable customer expectations.
- Exceeded sales and revenue goals. Managed 140+ accounts, retention and new growth. Negotiated new and renewal contracts.
- Resolved customer issues to maintain a high standard of satisfaction.
ACCOUNT MANAGER
ORS NASCO
01.2012 - 01.2015
- Exceeded goals, grew book of business by as much as 20% annually, with annual sales of $3M+ year over year and sales growth of $400K.
- Managed and developed a defined book of business/territory.
- Negotiated favorable contracts.
- Prepared annual business plans and profiled competitor strengths and weaknesses within target verticals.
- Developed customer relationships using a consultative approach with clients.
Education
High School Diploma -
Charles Page High School
Sand Springs, OKSkills
- Relational Development
- Insurance Sales
- Sales
- Marketing
- Business Negotiation
- Business Development
- Revenue Retention
- Leadership
- Relationship building and management
- Sales development
Affiliations
FINRA
Certification
Life Insurance License
Health Insurance License
FINRA Certified to write Variable Annuities
Interests
Timeline
SENIOR ACCOUNT MANAGER
AMERICAN FIDELITY
05.2022 - Current
SALES & MARKETING REP
FASTLINE MARKETING GROUP
01.2017 - 01.2021
ACQUISITIONS SALES ACCOUNT MANAGER
LEVEL 3 COMMUNICATIONS
01.2015 - 01.2017
ACCOUNT MANAGER
ORS NASCO
01.2012 - 01.2015
High School Diploma -
Charles Page High School
President's Club
Achieved President's Club(or equivalent version) across multiple roles.