Sales Quality Assurance

Jason R. Fohr

**** ***** **** abll99@r.postjobfree.com Home: (615) 776-

3972

Nolensville, TN 37135 Cell: (615)

***-****

BUSINESS DEVELOPMENT EXECUTIVE

REGIONAL DIRECTOR

Finance / Mutual Funds

Innovative and forward-thinking finance professional and value creator who

drives sales and company visibility in the challenging and rapidly changing

investment industry to keep pace with and outperform the competition.

Track record of turning around under-performing territories to achieve

record growth through relationship building and strategic sales plans /

promotions to strengthen brand.

PROFESSIONAL EXPERIENCE:

Regional Vice President

TOUCHSTONE INVESTMENTS, Cincinnati, OH

2005 - 2010

A mutual fund company managing approximately $8 billion across all major

asset classes, equity, fixed and alternative investments. Owned by Western

& Southern Financial Group.

Scope of responsibility included marketing mutual funds to financial

professionals, managing time and budget within territory and key account

manager for all firms whose home office was within the territory. Present

products and services through personal meetings and client seminars.

Drive forward strategic marketing and business development initiatives to

maximize earnings opportunities by creating visibility and brand

recognition in an under-performing territory.

. Increase sales production in a brand new territory through solid

relationships.

. Introduce several strong value added programs designed to help brokers

increase and maintain production.

. Region was up over 200% in 2006 over previous year.

. Overcome hurdles of being a newer and smaller fund family.

Financial Business Consultant for Exclusive Agents

ALLSTATE FINACIAL, Nashville, TN

2004 - 2005

A business strategically catering to the needs of people who owned homes,

businesses and automobiles by providing replacement insurance. A brand

name well recognized in today's industry.

Work with existing clientele identifying needs for investments, insurance

or other gaps in coverage.

. Worked with existing client base promoting multiple carriers of Life

Insurance, Fixed Annuities, Long Term Care, Variable Annuities and

Disability products.

. Dynamic sales presentation utilizing Wealth Leveraging Program.

. Focused sales strategies that provide a unique value added approach to

client retention.

. Design and implement 401k plans for large groups.

. Understand reporting methods of designated TPA services and underlying

investment features.

Jason R. Fohr

abll99@r.postjobfree.com

Regional Vice President

USALLIANZ, Minneapolis, MN

2002 - 2003

A sub-advised management firm that managed equity and fixed income

portfolios through the use of

annuities and life products. These products were marketed to all financial

advisors and consultants across all major wire houses and independent firm

throughout the territory.

Marketed and sold variable annuities to independent, regional and wire

house financial firms exclusively in Tennessee.

. Grew undeveloped territory by 600% from $2 million in 2001 to $12 million

in 2002 in less than two (2) years

. Achieved $14 million in sales through July 2003 ($24 million "run-rate" &

100% increase over 2002)

. Established and grew client account relationships with financial broker

dealers, RINV Advisors, Banking financial representatives throughout

three (3) states in South East US.

Regional Vice President

AEGON GROUP Transamerica Capital, Denver, CO

1994 - 2002

A global strength providing asset management to all types of financial

professional through a sub-advised platform utilizing various products.

Marketed and sold mutual funds to independent, regional and wire house

financial firms exclusively in Tennessee and Alabama.

. Established new territory that produced sales of $27 million in 1999 and

grew to $88 million in 2000, an increase of 150%

. Received 2000 Gold Producer Award for Sales; achieved #4 ranking out of

27 wholesale representatives

. Implemented aggressive prospecting and sales strategies; 175 weekly cold

calls & customer presentations and two (2) monthly large group seminars

to rapidly establish market presence

. Utilized time and account management skills to canvass multi-state

territory and provide high level service and support.

Internal Sales Representative

. Established client base through cold calling (450 week), mailings, in-

bound representative inquiries, client referrals and professional

networking

. Instrumental in developing qualified plans division that included 401k's

and 403b's

. Established AEGON's initial sales support and internal sales desk;

created support workflow processes & procedures and oversaw group

activity

. Delivered financial management seminars for leading clients and key

accounts

. Assisted planning committee that oversaw generation of new marketing

strategies and sales programs

Sales Support Representative

. Executed inside sales and leads management activities to support field

representatives

. Designed and implemented quality assurance team to monitor level of

service given to clients

. Created and delivered sales mutual fund presentations to key Aegon broker

dealers, clients and key accounts

EDUCATION

1989 - 1993 FLORIDA STATE UNIVERSITY

Tallahassee, FL

Bachelor of Science in Finance, 1993

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