Kevin Allen
Chief Sales Officer at Credit Union 1- Claim this Profile
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Bio
ERIC CHAU
I had the pleasure of working with Kevin for over 2 years as Store Manager. His responsibilities as Sales Development Consultant (SDC) were to provide retail branches with support, training, and performance review to ensure better results and higher conversion rate with our insurance product portfolio. As a former Store Manager himself, he understood the challenges that the branch was facing and he was always asking the right questions to help identify the real issues. Kevin has an acute ability to identify business trends, especially with evaluating the sales process. He has helped me identify areas of improvement with my staff and implement new sales techniques to improve our results. Along with identifying goals and improvement rate, he'd follow up with the branch until the desired result was achieved. It was an enjoyable experience working with Kevin and the value he brought to the team was beyond what the statistics would show. Therefore, I'd highly recommend Kevin for any position that involves sales training, business development, coaching/mentoring, analytical research, and team building.
ERIC CHAU
I had the pleasure of working with Kevin for over 2 years as Store Manager. His responsibilities as Sales Development Consultant (SDC) were to provide retail branches with support, training, and performance review to ensure better results and higher conversion rate with our insurance product portfolio. As a former Store Manager himself, he understood the challenges that the branch was facing and he was always asking the right questions to help identify the real issues. Kevin has an acute ability to identify business trends, especially with evaluating the sales process. He has helped me identify areas of improvement with my staff and implement new sales techniques to improve our results. Along with identifying goals and improvement rate, he'd follow up with the branch until the desired result was achieved. It was an enjoyable experience working with Kevin and the value he brought to the team was beyond what the statistics would show. Therefore, I'd highly recommend Kevin for any position that involves sales training, business development, coaching/mentoring, analytical research, and team building.
ERIC CHAU
I had the pleasure of working with Kevin for over 2 years as Store Manager. His responsibilities as Sales Development Consultant (SDC) were to provide retail branches with support, training, and performance review to ensure better results and higher conversion rate with our insurance product portfolio. As a former Store Manager himself, he understood the challenges that the branch was facing and he was always asking the right questions to help identify the real issues. Kevin has an acute ability to identify business trends, especially with evaluating the sales process. He has helped me identify areas of improvement with my staff and implement new sales techniques to improve our results. Along with identifying goals and improvement rate, he'd follow up with the branch until the desired result was achieved. It was an enjoyable experience working with Kevin and the value he brought to the team was beyond what the statistics would show. Therefore, I'd highly recommend Kevin for any position that involves sales training, business development, coaching/mentoring, analytical research, and team building.
ERIC CHAU
I had the pleasure of working with Kevin for over 2 years as Store Manager. His responsibilities as Sales Development Consultant (SDC) were to provide retail branches with support, training, and performance review to ensure better results and higher conversion rate with our insurance product portfolio. As a former Store Manager himself, he understood the challenges that the branch was facing and he was always asking the right questions to help identify the real issues. Kevin has an acute ability to identify business trends, especially with evaluating the sales process. He has helped me identify areas of improvement with my staff and implement new sales techniques to improve our results. Along with identifying goals and improvement rate, he'd follow up with the branch until the desired result was achieved. It was an enjoyable experience working with Kevin and the value he brought to the team was beyond what the statistics would show. Therefore, I'd highly recommend Kevin for any position that involves sales training, business development, coaching/mentoring, analytical research, and team building.
Experience
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Credit Union 1
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United States
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Financial Services
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200 - 300 Employee
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Chief Sales Officer
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Oct 2020 - Present
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SVP Director of Operations/Member Solutions
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Jan 2019 - Oct 2020
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First Merchants Corporation
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United States
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Financial Services
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700 & Above Employee
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Vice President - Merchant Services Manager
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Oct 2017 - Jan 2019
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Merchant Services Sales Development Consultant III
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Sep 2014 - Oct 2017
- Highly sought after trainer and developer of newly hired and promoted talent. - Engage a market of 15 states, 9 markets and 20+ sales representatives, in addition to mentoring 3-5 new managers. - Consistently trained more than a third of the top 10 nationally ranked sales representatives with a tenure under 12 months out of an FTE count of approx 150+. - Consulted with Merchant Services senior leadership for key initiative implementation for over 110 sales persons - Conducted field coaching and training with new and tenured reps and sales managers for large volume account sourcing and presentation delivery - Designed, developed and implemented strategies for coaching B2B sourcing - Developed and executed field training workshops for approx 15-20 attendees per session.- Assisted in recruiting and interview process for newly hired representatives and market managers. - Led multiple national projects, including "Meeting in a Box" initiative for all new and struggling managers - Traveled extensively to meet and speak with all new hires, including frequent trips to Dallas, Houston, Phoenix and Minneapolis. - Led and delivered a national bi-weekly virtual training call to all on-tenured employees. Show less
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Merchant Services Business Sales Consultant 2
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May 2013 - Sep 2014
- Outside sales position selling non-cash payment (credit, debit, check and gift card) processing solutions to businesses with varying financial needs.- Duties include partnering with the Wells Fargo Retail and Commercial Banking Group, self-sourcing of new merchant sales opportunities, and internal networking with other Wells Fargo business units to exceed sales goals-Responsible for analyzing financial statements, developing proposals, negotiating pricing, and delivering formal presentations to businesses including C level executives- Responsible for training of new hires and mentorship of 7 reps- Manage the retention, growth and profitability of clients in my portfolio processing in the $75k to $50Million -Fastest eligible promotion to Business Sales Consultant II due to results and leadership activities -#1 in entire Great Lakes Region (30+reps) in units sold, fee revenue, recurring reenvue and total profiit in 2013#11 in entire company (349 reps) in total blended results. 149% of total plan (volume sold, recurring revenue, fee income and units sold)- Awarded "Platinum Club" trip winner for distinquished results (Company Top 10% Jan-June) Show less
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Merchant Services Business Sales Consultant
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Apr 2012 - Apr 2013
- 2012 Star Performer Trip Winner. Ranked #2 of 250+ eligible sales consultants- 2013 Star Performer trip winner. Ranked #11 of 349 eligible reps- 2012-2014 Platinum Club qualifier - #1 rank in Great Lakes and Top 10% Nationally - 2012 Texas/Great Lakes Top Rookie (350% of plan for units, 287% of plan for profit)- 30 month sales results: 381 units. $113MM in volume. $725k in total profit- Presenter of National Training call – “8 Steps to Overcoming Any Equipment Objection”- Star Performer in every month of rookie ramp-up period- Service the Indiana/Ohio region in-person and remotely - Travel daily to engage bankers and clients for sales presentations Show less
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Sales Development Consultant III.
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Mar 2009 - Mar 2012
- Trained a territory of 400+ employees on federal regulation, company policy and mortgage sales- National Sales Development Consultant of the Year based on sales results and leadership activities - Achieved top tier results in four different territory assignments in each year of position- Quickest promotion to Sales Development Consultant II in department history- One of three mentors selected nationally for Leadership Development Program - Educated and skilled in multiple techniques for engaging customers and corporate executives-Traveled weekly to engage targeted territories and executives while maintaining home office- Worked directly with company executives to ensure delivery of business and compliance objectives Show less
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Sales Development Consultant II
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Oct 2007 - Mar 2009
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Sales Development Consultant I
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Jun 2006 - Oct 2007
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Branch Manager
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Jun 2004 - May 2006
- Directly responsible for personnel, forecasting and efficient cost control of $40 million branch - Solicited business-to-business transactions for branch growth - Attended two exclusive conferences based upon store and individual performance- Recruited prospective employees for entire district (Top 50 Employer in U.S. for Minorities)- 1 of 5 managers in three-state region chosen for Regional Council on sales training and compliance - Responsible for the promotion of four employees to branch manager Show less
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Asst. Manager
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Dec 2003 - Jun 2004
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Credit Manager
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Apr 2003 - Dec 2003
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Education
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1997 - 2002
Franklin College
Bachelor of Arts (B.A.), Marketing
Community
