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DANIEL E. WHITAKERPalatine, Illinois 60074
http://www.linkedin.com/in/danwhitaker
Sales Management Professional
Sales Management Professional delivering call center outsourced benefits administration and consumer finance products including life and health insurance. Specialty selling to K-20 vertical including K-12 and college/university space. Additional experience Leading and Directing cloud-based college/career planning solutions, ERP software solutions, technology consulting services, and student loan sales/services to educational institutions.
PROFESSIONAL EXPERIENCE
American International Group, Schaumburg, IL March 2013 – Current
Sales RepresentativeAchieve personal quota selling $140k of in force premium annually of multiple products including individual life insurance, ADD and other insurance products to consumers throughout the US. Work in a call center setting completing needs analysis, product selection and policy activations with clients via telephone and the internet. Licensed in 48 states with multiple carriers.
Aon Hewitt Corporation, Lincolnshire, IL August 2011 – February 2013
Benefits Advisor Responsible for advising, counseling, developing and selling individual Medicare insurance solutions to individuals leaving group health insurance programs. Licensed in IL, CA, KY, MN & WI and contracted with multiple insurance carriers across the US.
Selected as one of the top agents to advise senior management on sales and operations enhancements to grow business.
Sold 150+ policies during the 2012 annual enrollment period. XAP Corporation, Culver City, CA October 2010 – June 2011
Regional Sales Manager, Northeast Region, Palatine, IL Responsible for achieving sales quota selling career and college planning services into the K-20 education space in the Midwest and Northeast US. Applications are delivered via cloud-based solution suites.
NELNET, Lincoln, NE May 2007 – May 2010
College Assist, a Nelnet Company, Regional Director, Palatine, ILResponsible for selling guarantor solutions and services to colleges and universities throughout the Midwestern US. Accountable to reach and exceed quota of $19 million in new loan guarantees for the year. Duties include managing a personal sales call campaign which includes selling directly to post-secondary institutions as well as the lender partner customers serving these schools.
Hired as Business Development Manager in 2007 and assumed additional responsibilities/quota as Regional Director in March 2008.
Successfully negotiated and closed $20 million of new loan guarantee business with one of the major four-year public institutions in the Midwest for 2008.
Met and exceeded the 2008 regional quota. Led internal teams in producing timely responses to major RFPs to schools within the
US.
EFSI, a Brazos Group Company, Waco, TX 2004–2007
Senior Vice President, Central Region Director, Palatine, IL Managed eight professional and administrative staff in sales and delivery of Stafford, PLUS and Alternative loan product through college and university sales channels. Managed $50 million in sales and responsible for growing origination volume in the Central Region of the US.
Directed regional sales managers, operation leads, and marketing managers successfully retaining business during transition to a new servicing platform.
Established procedures and policies which produced profitable business for the company.
Vice President, Secondary Market Services, Palatine, IL Responsible for managing four professional staff in sales and delivery of services to FFELP lender clients, Alliance programs, and School as Lender clients. Additionally, responsible for the production and delivery of RFPs and RFIs to schools and lenders seeking educational finance partners in the delivery of Federal Stafford and alternative loan programs to students and parents.
Successfully closed $250 million acquisition of a student loan portfolio late in the fiscal year to enable company to reach revenue targets.
Conducted successful campaign to win third-party servicing and forward purchase contracts with credit unions in the Southwest totaling $300 million.
THE REVERE GROUP, Deerfield, IL 2002-2004
National Practice Lead, Education & Government, Deerfield, ILResponsible for managing and growing sales of technology services in the higher education and public sector marketplace. Managed production and process to respond to complex RFPs from post-secondary institutions and government entities.
Established strong vendor relationships with software solution sales management to facilitate winning partner solution sets.
PEOPLESOFT USA, INC., Pleasanton, CA 2000-2002
Regional Sales Manager, Education & Government, Chicago, ILManaged sales activity in the higher education space for a seven state territory in the Midwest United States. Managed the coordination, preparation and delivery of comprehensive responses to RFPs for prospective- and installed-customer base.
Closed $3.7 million in professional services/software license fees during 2001. Built annual pipeline of $10 million in services & license fees.
CITIGROUP, New York, NY 1999 – 2000
Vice President Sales West Region, Citibank Student Loan Corporation, Chicago, ILManaged 14 sales executives in the Midwest, Rocky Mountain and Western United States with a combined annual loan volume of $900 million.
Reversed declining sales trend and stabilized sales force in the West Region through the development and implementation of a strategic business and selling plan.
Attracted, hired and developed a strong sales staff in a competitive job market by targeting candidates with industry specific skills and contacts.
HOUSEHOLD INTERNATIONAL, Prospect Heights, IL 1996–1999
Vice President Sales, Household Retail Services USA Directed sales activity providing retail financing for motor sport vehicles and installed home improvement sales through private label credit card programs. Managed sales staff of eight highly motivated sales executives. Supervised relationships with national manufacturer programs. Produced annual volume of $500 million.
Senior Vice President, Household Bank, Wood Dale, IL Managed the Student Financial Services division of Household Bank. Supervised 16 staff, assets of $900 million, and annual originations of $350 million.
Dramatically improved portfolio quality by instituting a comprehensive business strategy for student loan business including profit/loss, sales and marketing, budget, operations and secondary market activity.
Led the profitable sale and disposition of the student loan business.
THE MONEY STORE, Sacramento, CA 1995–1996
Assistant Vice President, Educaid Secondary Market Services Recruited to establish secondary market services for the education finance division of The Money Store through creation of a new subsidiary.
Negotiated the purchase of student loan portfolios from financial institutions. Developed and implemented the incentive compensation plan, recruitment, and created
sales/collateral pieces. These steps helped to create the platform which resulted in successfully closing the first portfolio purchase within the first year of operation.
SALLIE MAE, Washington, D.C. 1988–1995
Manager, West Region, San Francisco, CA Supervised two full time sales professionals and acquisition plan of $1.2 billion in student loan portfolios.
Renegotiated terms of forward purchase commitments and operational support products for major bank clients. Directed activity to acquire profitable loan portfolios by negotiating purchase price and servicing terms.
Graduate of Sallie Mae’s Management Development Program, 1994. Hired as Regional Sales Representative 1988; promoted 1991 to Senior Sales
Representative. Promoted again in 1994 to Manager, West Region. Awarded “Sales Representative of the Year” for outstanding performance.
LICENSES
Licensed life and health insurance in 47 states and District of Columbia
PRIOR EXPERIENCE
MUTUAL OF NEW YORK, New York, NYDirector of Development, Chicago, IL
NORTHWESTERN UNIVERSITY, Evanston, ILAssistant Director, Financial Aid
EDUCATION
Bachelor of Music degreeNorthern Illinois University, DeKalb, IL
