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MELANIE S. JAMESON<br />514 Precita Avenue<br />San Francisco, CA  94110<br />415-625-3405<br />meljameson99@yahoo.com<br />EXPERIENCE <br />8/10 – 11/10THOMPSON NATIONAL PROPERTIES, LLC, Walnut Creek, CA<br />National Inside Sales Manager<br />Responsible for managing a sales team of 6-10 employees.<br />Manage, direct, and coordinate all aspects of Inside Sales. Monitor and enhance the quality and effectiveness of sales and service support to investment professionals. Responsible for maintaining high service levels, cultivating superior performance, supporting the external sales force management team, and assisting in all stages of the sales process.<br />Establish daily, weekly, and long-term focus. Set goals, review performance, and report progress to team and executive management.<br />Develop business strategies and expand the client base of the company on a regional, national, or multi-national level. Create and manage business plans for external/internal teams. <br />Motivate and guide team to exceed sales, revenue, and profit goals of the organization.<br />Document, mentor, and train staff regarding sales and service techniques and best practices. Provide subject matter and sales philosophy expertise to ensure upward growth of staff.<br />Participate in corporate sales strategy and execution plan. Align internal and external sales initiatives and efforts and ensure effective communication and execution.<br />Responsible for effective issue escalation and problem resolution. Build and maintain and coordinate relationships with all other areas of the firm.<br />4/09 – PresentPERFORMENSATION CONSULTING, LLC, San Francisco, CA<br />Management Consultant - Business Development <br />Oversee the development and growth of business by developing and maintaining effective key relationships.<br />Contribute to the development and refinement of the company’s vision and strategy.<br />Support the overall process of management and corporate decision-making to ensure the organization maximizes its short, medium and long-term profitability.<br />Develop, review, and report on the business development strategy, ensuring the strategic objectives are well understood and executed.<br />Enhanced excellent customer relations, bringing in a significant amount of new revenue from on-going relationships.<br />Expanded customer base by 60% in one year through effective sales campaign, presentations, and cold calling. <br />10/04 – 4/09AIG SUNAMERICA RETIREMENT MARKETS, INC., Woodland Hills, CA<br />National Accounts Manager<br />Developed relationships with key executive and firm personnel to identify and communicate business opportunities and issues at assigned firms by conducting ongoing business analysis, implementing strategic marketing and sales plans, and successful product launches. <br />Produced annual business plans for assigned broker-dealers for submission to executive management; conducted planning meetings for review and commitment; coordinated, prepared, and delivered consistent sales and product information through ongoing client communication and meetings.<br />Proactively identified, prioritized, and managed competing opportunities between assigned accounts; Identified and developed prospects for new business including high producing and non-producing advisors through profiling, meetings, and training opportunities.<br />Maintained high level understanding of the strategic direction of assigned accounts trends and challenges while ensuring that AIG SunAmerica goals and strategies are aligned with those represented by assigned broker-dealers.<br />Participated in sales strategy & channel development; coordinated internal and external sales in focused firm sales campaigns; coordinated and attended regional and national due diligence meetings.<br />Interfaced with executive and key personnel within SunAmerica business units by creating associations between management, sales, operating departments, product management, and the broker-dealer client. <br />Coordinated with marketing to specified broker dealers to support marketing plan execution, visibility of products, and company brand.<br />Maintained knowledge and understanding of industry trends, compliance, product, and operational issues on accounts, conducting in-depth analysis to determine ways in which AIG SunAmerica can obtain a business advantage over product providers.<br />8/99 – 9/04AXA FINANCIAL / AXA DISTRIBUTORS, INC., New York, NY <br />Sales desk Manager, Assistant Vice President (2000 – 2004)<br />Drove inside sales efforts to meet 2003 $2 billion sales goal and current on pace achievement of $2.8 billion sales goal through development and management of sales campaigns, goal setting, collaborative sales and marketing strategy development with key ADL departments, and institution of accountability systems.<br />Developed productive ten-member inside sales team through promotion of focused sales approach, career development, performance evaluations, motivational leadership, and performance tracking.<br />Grew sales, market share, third-party penetration, and firm profitability through development and positioning of focused sales and marketing initiatives.<br />Developed and enhanced key account client and sub-advisory relationships as an ADL representative.<br />Communicated sales and industry information to internal and external bank sales force.<br />Conducted multiple functions including resource management, project management, business trend identification, vendor and sub-account relationship management, client inquiry response, and client exception resolution.<br />AXA FINANCIAL / EQUITABLE DISTRIBUTORS, INC., Newport Beach, CA <br />Internal Wholesaler (1999 – 2000)<br />1997 – 1999FIRST AMERICAN ASSET MANAGEMENT (USBancorp), Minneapolis, MN <br />Internal Wholesaler<br />1994 – 1997PIPER JAFFRAY, INC., Minneapolis, MN<br />Institutional Equity Sales Assistant (1996 – 1997)<br />Branch Service Representative (1994 – 1996)<br />LICENSESFINRA Series 7, 24, 63 <br />EDUCATIONUniversity of Nebraska – Lincoln, NE / Bachelor of Arts – Economics / 1991 <br />RELATED EXPERTISE  2009 - Present<br />Co-Founder Virtual Conference Partners, LLC. created in response to rising demand for more effective and less expensive communication events for professionals.<br />
MELANIE JAMESON'S EXPERIENCE IN INSURANCE AND FINANCIAL SALES
MELANIE JAMESON'S EXPERIENCE IN INSURANCE AND FINANCIAL SALES

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MELANIE JAMESON'S EXPERIENCE IN INSURANCE AND FINANCIAL SALES

  • 1. MELANIE S. JAMESON<br />514 Precita Avenue<br />San Francisco, CA 94110<br />415-625-3405<br />meljameson99@yahoo.com<br />EXPERIENCE <br />8/10 – 11/10THOMPSON NATIONAL PROPERTIES, LLC, Walnut Creek, CA<br />National Inside Sales Manager<br />Responsible for managing a sales team of 6-10 employees.<br />Manage, direct, and coordinate all aspects of Inside Sales. Monitor and enhance the quality and effectiveness of sales and service support to investment professionals. Responsible for maintaining high service levels, cultivating superior performance, supporting the external sales force management team, and assisting in all stages of the sales process.<br />Establish daily, weekly, and long-term focus. Set goals, review performance, and report progress to team and executive management.<br />Develop business strategies and expand the client base of the company on a regional, national, or multi-national level. Create and manage business plans for external/internal teams. <br />Motivate and guide team to exceed sales, revenue, and profit goals of the organization.<br />Document, mentor, and train staff regarding sales and service techniques and best practices. Provide subject matter and sales philosophy expertise to ensure upward growth of staff.<br />Participate in corporate sales strategy and execution plan. Align internal and external sales initiatives and efforts and ensure effective communication and execution.<br />Responsible for effective issue escalation and problem resolution. Build and maintain and coordinate relationships with all other areas of the firm.<br />4/09 – PresentPERFORMENSATION CONSULTING, LLC, San Francisco, CA<br />Management Consultant - Business Development <br />Oversee the development and growth of business by developing and maintaining effective key relationships.<br />Contribute to the development and refinement of the company’s vision and strategy.<br />Support the overall process of management and corporate decision-making to ensure the organization maximizes its short, medium and long-term profitability.<br />Develop, review, and report on the business development strategy, ensuring the strategic objectives are well understood and executed.<br />Enhanced excellent customer relations, bringing in a significant amount of new revenue from on-going relationships.<br />Expanded customer base by 60% in one year through effective sales campaign, presentations, and cold calling. <br />10/04 – 4/09AIG SUNAMERICA RETIREMENT MARKETS, INC., Woodland Hills, CA<br />National Accounts Manager<br />Developed relationships with key executive and firm personnel to identify and communicate business opportunities and issues at assigned firms by conducting ongoing business analysis, implementing strategic marketing and sales plans, and successful product launches. <br />Produced annual business plans for assigned broker-dealers for submission to executive management; conducted planning meetings for review and commitment; coordinated, prepared, and delivered consistent sales and product information through ongoing client communication and meetings.<br />Proactively identified, prioritized, and managed competing opportunities between assigned accounts; Identified and developed prospects for new business including high producing and non-producing advisors through profiling, meetings, and training opportunities.<br />Maintained high level understanding of the strategic direction of assigned accounts trends and challenges while ensuring that AIG SunAmerica goals and strategies are aligned with those represented by assigned broker-dealers.<br />Participated in sales strategy & channel development; coordinated internal and external sales in focused firm sales campaigns; coordinated and attended regional and national due diligence meetings.<br />Interfaced with executive and key personnel within SunAmerica business units by creating associations between management, sales, operating departments, product management, and the broker-dealer client. <br />Coordinated with marketing to specified broker dealers to support marketing plan execution, visibility of products, and company brand.<br />Maintained knowledge and understanding of industry trends, compliance, product, and operational issues on accounts, conducting in-depth analysis to determine ways in which AIG SunAmerica can obtain a business advantage over product providers.<br />8/99 – 9/04AXA FINANCIAL / AXA DISTRIBUTORS, INC., New York, NY <br />Sales desk Manager, Assistant Vice President (2000 – 2004)<br />Drove inside sales efforts to meet 2003 $2 billion sales goal and current on pace achievement of $2.8 billion sales goal through development and management of sales campaigns, goal setting, collaborative sales and marketing strategy development with key ADL departments, and institution of accountability systems.<br />Developed productive ten-member inside sales team through promotion of focused sales approach, career development, performance evaluations, motivational leadership, and performance tracking.<br />Grew sales, market share, third-party penetration, and firm profitability through development and positioning of focused sales and marketing initiatives.<br />Developed and enhanced key account client and sub-advisory relationships as an ADL representative.<br />Communicated sales and industry information to internal and external bank sales force.<br />Conducted multiple functions including resource management, project management, business trend identification, vendor and sub-account relationship management, client inquiry response, and client exception resolution.<br />AXA FINANCIAL / EQUITABLE DISTRIBUTORS, INC., Newport Beach, CA <br />Internal Wholesaler (1999 – 2000)<br />1997 – 1999FIRST AMERICAN ASSET MANAGEMENT (USBancorp), Minneapolis, MN <br />Internal Wholesaler<br />1994 – 1997PIPER JAFFRAY, INC., Minneapolis, MN<br />Institutional Equity Sales Assistant (1996 – 1997)<br />Branch Service Representative (1994 – 1996)<br />LICENSESFINRA Series 7, 24, 63 <br />EDUCATIONUniversity of Nebraska – Lincoln, NE / Bachelor of Arts – Economics / 1991 <br />RELATED EXPERTISE 2009 - Present<br />Co-Founder Virtual Conference Partners, LLC. created in response to rising demand for more effective and less expensive communication events for professionals.<br />