Description
👤 **About Me:**
Financial Services Sales Leader with 6 years of experience in banking and insurance. I understand that selling financial products is the "engineering of trust," where a miscalculation in risk or a misrepresentation of terms can cost millions in reputation and revenue. I build teams, design tailored financial solutions, and manage complex B2B portfolios.
📈 **Professional Track Record:**
• **Head of Sales (Financial Services):** Built and led a team of 8 managers and 3 supervisors selling consumer credit, corporate insurance, and investment solutions. Developed a combined "credit + insurance" product that generated an additional 15% in revenue.
• **Custom B2B Structuring:** A construction client needed project financing but standard loan programs didn't fit their milestone-based cash flow. I partnered with the CFO to design a custom lending program tied to their contractor payment schedule, securing the deal and a long-term partnership.
🛠️ **Core Competencies:**
• Product Design: Risk modeling, cash flow forecasting, bank partner negotiation.
• Systems: Bitrix24, Salesforce, Power BI, Excel (advanced financial modeling).
• Compliance: Financial services regulations, consumer protection, insurance underwriting basics.
✨ **Career Expectations:**
• Target Salary: $125,000 USD base + team performance bonuses.
• Seeking a Head of Sales or Director role in financial services, banking, or insurance.
• Setup: On-site in Charlotte, NC.