Richard L. Tolotti, Jr.
Draper,UT
Summary
to obtain a sales position with a dynamic and forwardthinking company where I can leverage my extensive sales experience, leadership skills and strategic vision to drive revenue and growth.
Overview
21
21
years of professional experience
Work History
Sales Manager
Boom Interactive, LLC
10.2021 - Current
- Company Overview: start-up tech company focusing on school safety
- Funded and active sales manager for Boom Interactive, LLC
- Duties were to roll-out school safety program and create and lead the sales team
- Start-up tech company focusing on school safety
Partner, Head of Recruiting
Lone Peak Advisors
10.2019 - 09.2021
- Created a Broker Dealer for brokers to become RIA's and for that relationship to be independent of each other
- Recruited brokers to the firm
- Doubled firm revenue within one year and lowered firm burden costs/expenses
- Created an avenue for fee-based insurance products to be sold by IAR's/IR's through a platform of RIA's
Regional Vice President
Jackson National Life
01.2010 - 10.2019
- 2010- Rookie of the year
- Took over a territory at 50% of goal ytd (5% market share)- and ended the year at 125% of goal (37% market share)
- Took territory from 55mil in their best year, and grew it to 110mil in my first 6 months in the territory
- 2011- Had another territory record year, selling 109mil
- 2012- Beat my record and the territory record, selling 148mil
- 2013- Achieved another territory record of 189mil in sales
- 2014- Achieved another territory record: 247mil in sales
- Number 2 in EA sales at 87mil
- Wholesaler of the year
- Highest number of EA tickets by 400%
- 2015- Billion Dollar Club/3rd fastest to make this goal in company history
- Continuing to be a professional, and grow the business
- 2017- 120mil in sales
- (reduced my territory by 50%, but increase market share to 72%)
- 2018- Launch of fee-base Annuities and IOVA's
- Became expert in fee-base/RIA channel
- At my time with Jackson, I lead in sales nationwide for all three products that I sold in all three channels
- Also during my career with Jackson, I mentored the sales desk, and all five of my internal wholesalers became internal wholesaler of the year
Regional Vice President
ING
01.2007 - 12.2009
- 2007- Rookie of the year
- Century Club
- 2008- Wholesaler of the year
- Century Club
- 2009- Century Club
- Took over territory from the RVP that was killed
- It was the most challenging year of my career; grieving with his friends/clients, and becoming a product partner with independent brokers, wire house independents, and bank channels
Regional Vice President
Planco/Hartford
01.2006 - 12.2007
- Developed and sold the Wellington Mutual Funds and Director M Annuity
- Increased sales from 20mil to 75mil annually
- Effectively managed 6 loop territory and called upon 2000 brokers
Vice President of Investment Sales
Zions Investment Direct
01.2004 - 12.2005
- Created, managed, and maintained all training for staff
- Motivated and mentored all bankers
- Created and implemented platform marketing ideas
- Organized and mentored a highly successful investment training platform for bankers
Education
AA In Business - Business Administration And Management
California State University, Chico
Chico, CA06.2004
Skills
- Relationship building
- Sales team training
- Staff management
- Goals and performance
- Motivational skills
- Verbal and written communication
- Product knowledge
- Sales expertise
- Sales presentations
- Client relationship management
- Sales strategy development
- Strategic planning
- Positive and upbeat
- Direct sales
- Sales process
- Sales planning
- Sales tracking
- Sales operation
- Goal setting
- Sales processes
- Account management
- Sales operations
- Rapport and relationship building
- Sales coaching
- Sales reporting
- New business development
- Analytical problem solver
- Performance management
- Solution selling
- Persuasive negotiations
- KPI tracking
- Empowers high-performing sales teams
- Lead generation
- Order management
- Business development and planning
- Decisive
- Business planning
- B to B sales
- Market research
- Brand-building strategies
- CRM software
- Prospecting skills
- Territory management
- Territory sales management
- Resolution-oriented
- Continuous improvements
- Salesforce
- Operations
- Review of contracts
- Vendor management
- Consultative sales
- Promotional sales events
- Revenue forecasting
- Team oversight
- Key account management
- Market intelligence
- Profitability optimization
- Strategic account development
- Proposal development
- Risk mitigation
- Pipeline management
- Extensive personal network
- Systems and software expertise
- National account management
- Sales process engineering
- National accounts management
- POS software name expert
- Advanced Salesforcecom user
- Employee motivation
- Training and development
- Strategic partnerships
- Project management
- Visionary leadership
- Data analysis
- Performance coaching
- Cold calling
- Vendor relationship management
- Cross-functional collaboration
- Sales forecasting
- Customer journey mapping
- Process optimization
- Trend analysis
- Contact follow-up
- Sales engagement techniques
- KPI analysis
- Sales closing techniques
- Sales and market development
- Complex project negotiations
- Sales presentation
- Marketing campaign analysis
- Sales budgeting
- Market and competitive analysis
- Financial records analysis
- Market research, forecasting, and analysis
Timeline
Sales Manager
Boom Interactive, LLC
10.2021 - Current
Partner, Head of Recruiting
Lone Peak Advisors
10.2019 - 09.2021
Regional Vice President
Jackson National Life
01.2010 - 10.2019
Regional Vice President
ING
01.2007 - 12.2009
Regional Vice President
Planco/Hartford
01.2006 - 12.2007
Vice President of Investment Sales
Zions Investment Direct
01.2004 - 12.2005
AA In Business - Business Administration And Management
California State University, Chico