Paul I. Unterhalter
Scottsdale,AZ
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
Work History
Major Account Consultant B2B/Senior Sales Trainer
Medicine For Business And Industry
12.2016 - 09.2022
- Closed 40 million dollars in net new revenue over the 7 year time frame working for MBI (can provide documentation if necessary)
- Used multiple sources of prospecting to generate new business, from cold calling to networking to email marketing and social media selling all self generated
- Managed existing book of business with a retention rate of 98.3 percent year over year
- Effectively utilize CRM tools to manage new sales, existing sales, follow up and sales pipeline management
- Assisted in training new Account Representatives to become effective at selling and closing new business
- Invested over ten thousand dollars of my personal funds in Cardone University Sales Training Platform
- Certifications received in Cold Calling, Prospecting and Follow Up Techniques.
Sales Account Executive
Concentra/Select Medical
01.2013 - 12.2016
- Maintained accurate records of all sales and prospecting activities, including sales calls, appointments, closed sales, and follow-up activity within assigned territory using CRM (Customer Relationship Manage- ment) tool
- Identify sales targets and leads, and develop a sales funnel with expected outcome of closing the sale and securing the targeted business opportunity.
- Developed and executed individual account sales plans to secure new customer prospects daily
- Closed sales by obtaining signed Relationship Memos and developed implementation strategies as needed
- Met minimum monthly revenue goals established by Senior Management
- Solicited appropriate approvals on Pricing/Margin targets across multiple disciplines
- Coordinated Clinical Leadership Team meetings between MD's and Clinical Staff
- Consistently ranked in top 10 % out of 200 sales reps nationally for overall production
- Generated over six hundred thousand dollars in net new revenue every year.
Senior Investment Advisor
Silverhawk Financial
01.2010 - 01.2013
- Conducted Investment seminars geared towards doctors over a two year time frame that generated over $25 million of new client money and $150000.00 of general commissions
- Responsible for new marketing initiatives which provided unbiased financial solutions and acted in a fiduciary capacity to new athletes who were entering the MLB /PGA/NBA
- Assisted with income generation trade strategies that involved the use of both stock and commodity options contracts and bond trading.
Relationship Manager
E Trade Financial, ETRADE.com
08.2008 - 12.2009
- Retained assets of assigned affluent/wealthy households with significant holdings at E Trade
- Achieved retention and asset gathering goals by engaging clients in a wide-ranging exploration of cli- ent’s level of knowledge, financial objectives and planning practices
- Expected to manage client contact schedule as required, making outbound calls in the absence of in- bound calls
- Assigned a book of business in excess of 200 million dollars
- Ranked in the Top Ten out of 250 throughout the nation for commissions generated and product sales
- Consistently met quota of 15 million dollars of new money every quarter with hard work and extreme determination
- Received Most Valuable Producer Award for 4th quarter 2009 with over $25 million in new assets brought in.
Financial Planner and Personal Banker
Countrywide Financial, Bank of America
06.2006 - 07.2008
- Assisted clients with opening new bank accounts providing customer service on existing accounts and also helping clients with Financial Planning needs
- Daily Activities include meeting new clients and profiling extensively in order to make sure that all
- Financial Products available through Countrywide were presented to clients
- Outbound calling to existing clients and CD maturity lists to generate more business
- Grew branch -bank and investment assets to over $250 million within two years
- Presented Financial Plans to customers, using Insurance Products, Mutual Funds,Stocks and Bonds and banking instruments in order to help clients meet Retirement Goals
- Consistently ranked in the top percentile for Bank/Investment Sales, both for the state of Arizona and
- Nationally.
Financial Advisor
The Householder Group/AIG
10.2000 - 04.2005
- Successfully built managed and serviced a multimillion dollar Financial
- Planning Practice
- Grew client base through seminar presentations and client appreciation dinners
- Maintained an extremely well organized practice by developing a filing and paperwork system suited to the business
- Production level always within top 10 of overall best performers/$150-$200k in commission annually.
Education
Major, BA - Political Science and History
University of Arizona
05.1999
Skills
- National accounts management
- Account Set Up
- Sales generation
- Sales proficiency
- Account management
- Increasing sales
Additional Information
- Professional Licenses: , Licensed in Life/Health/Disability Insurance and Variable Products Licensed in series 6 / 7- Licensed Stock/Bond Broker )/66-( Licensed Investment /Fee based advisor) and 63.
Timeline
Major Account Consultant B2B/Senior Sales Trainer
Medicine For Business And Industry
12.2016 - 09.2022
Sales Account Executive
Concentra/Select Medical
01.2013 - 12.2016
Senior Investment Advisor
Silverhawk Financial
01.2010 - 01.2013
Relationship Manager
E Trade Financial, ETRADE.com
08.2008 - 12.2009
Financial Planner and Personal Banker
Countrywide Financial, Bank of America
06.2006 - 07.2008
Financial Advisor
The Householder Group/AIG
10.2000 - 04.2005
Major, BA - Political Science and History
University of Arizona
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