James Stevens

Background

About James Stevens

Sales, business development and relationship management professional. Sales and business manager and individual contributor with a proven track record. Provide leadership to develop new business models, restructure internal resources to enter new markets. Drive sales growth and sustain profit margins. Attract new clients, expand existing client relationships and launch new products. Efficiently use the resources of the organization to provide a better client experience. CORE COMPETENCIES LEADERSHIP • Built and led teams responsible for business development, marketing, sales support and product creation. Hired, trained and mentored staff. BUSINESS STRATEGY DEVELOPMENT • Developed the strategic plan that led Van Kampen Investments entry into the sub-advisory and investment only insurance markets that resulted in year over year sales increases of 26% and 265%. SALES MANAGEMENT • Directed the activity of sales and relationship management teams ranging from two to twenty-three sales professionals in the retirement, DCIO, sub-advisory and insurance markets. STRATEGY EXECUTION • Created both strategic and tactical plans, working with management team members designed to achieve long term goals. BUSINESS DEVELOPMENT • Account Management - Created a client segmentation model based on qualitative and quantitative factors to provide structure to both the business development and field engagement process. Results were validated by Market Metrics yearly client surveys. Personally responsible for top tier clients. Received the firm’s Relationship Building award. • Sales Effectiveness - Met or exceeded personal sales goals eight out of ten years. Also partnered with European and Asian sales teams to expand US relationships globally resulting in new mandates in Japan, Italy and the UK. FINRA Series 7, 63, 66, and 24 registered