Todd Harrell Email & Phone Number

Birmingham, Alabama Area

• Responsible for sales quota of $10 million annually.• Designated territory includes Alabama, Arkansas, Mississippi, and South Carolina. • Distribution of recordkeeping services, trustee and discretionary investment services as well as brokerage window services. • Sales process includes selling services to both C-suite executives and firm administration. • Solid sales process includes the use of the Salesforce CRM database. • Prospecting includes direct dialing law professionals and setting appointments for face to face meetings with retirement committees. • Responsible for 90% coverage rate of qualified prospects in territory and ensuring database is up to date with accurate information including prospect status and level of engagement via the staging of prospects through the sales process. • Follow up includes cost analysis of current arrangement compared to the member benefit and calls with appropriate investment professionals at Mercer Trust Company

One of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services.Provide comprehensive financial planning services, including information gathering, asset analysis, goal setting and ongoing evaluation to ensure goal achievementBuilt a book of business representing more than 300 clients in one yearAssist businesses in creation of 401K plans and help individual clients in retirement planning Exceeding startup goals for assets managementManage client relationships according to Merrill Lynch methodologyGenerate leads through seminars, referrals, and cold callingResearch, investigate, and explore asset management industry utilizing Merrill Lynch library and investment resourcesAccomplished in parlaying 401K investors into individual investors, approximately 70 percent of book of business represents business grown from 401K accounts Experienced user of Merrill Lynch proprietary software products

America's leader in financial planning with more than 110 years of history. More than 2.8 million individual, business and institutional clients and $480 billion in assets owned, managed and administered.Provided financial planning services on a range of products including stocks, mutual funds, life insurance, disability insurance, and other investments for individual investorsDeveloped a book of business including more than seventy clients with more than $5.5 M in assets including sales of more than 40 insurance contractsAchieved Tier Two status for maintaining GDC over twenty-six rolling pay periods resultingAwarded marketing dollars and administrative assistance for achievementsHonored with Mercury Award for meeting hurdles within the first six months of employmentSelected for Coaching Bench program in which seasoned advisors assist new hires in learning the business Experienced Monte Carlo and Financial Advisory Software (FAS) user

From prepress to mailing services, a 110,000-square foot facility that handles all printing needs. Created, coordinated and implemented solutions to challenges throughout each stage of the sales life cycleProduced initial and final estimatesFacilitated preproduction meetings involving outside designers and customerServed as liaison between the customer and print production department through effectively determining and communicating job-specific criteriaAnticipated issues in design for separation and print stages and utilized problem solving skills to implement workaround solutions as necessary Interpreted and managed customer and printer needs and priorities in evolving projects in an environment of frequently modified and intensive project timelinesManaged project scheduling requirements by recognizing and anticipating production capacities based on quantity and complexity

Managed key accounts including coordination of the entire print production process Offered technical support and service to customer, sales, manufacturing and accounting