Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Hobbies
Timeline
Generic
Marius Betea

Marius Betea

Executive Sales Manager / Financial Consultant
Bucharest

Summary

Dedicated individual with a strong curiosity for knowledge and growth. Committed to finding innovative solutions in all aspects of life while maintaining a positive attitude. Passionate about continuous improvement and aiding others in their success. Eager to take on challenges and make a significant impact in any pursuit.

Overview

9
9
years of professional experience
3
3
Certifications

Work History

Executive Sales Manager

OVB Allfinanz
10.2019 - Current
  • Focused on training and developing team leaders, managing multiple different teams.
  • Understanding performance indicators and how to manage and improve them.
  • Teaching seminars on advanced sales, team management, recruiting, networking and organizing periodic workshops for improving in all business aspects.
  • Creating business plans and strategies including both our company's goals and the needs of my teams.
  • Attending constant meetings with team leaders for monitoring sales processes and improving them step by step.
  • Organizing weekly team building activities for generating a strong and bonded community based on constructive competition and friendship.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
  • Increased average deal size by identifying opportunities for upselling additional products or services within existing accounts.
  • Implemented systems and procedures to increase sales.

Financial Advisor

OVB Allfinanz
08.2016 - Current
  • Working directly with clients in order to discover their financial needs and goals, further establishing what motivates them so that together, we can come up with a practical strategy and plan to achieve discussed goals.
  • Understanding how people are wired and the processes of decision making so that i can ensure a long term collaboration, beneficial for all parties involved.
  • Personal financial analysis, financial consulting, good knowledge in financial services such as insurance, loans, retirement plans etc.
  • Developed vast sales knowledge and experience from both technical and emotional point of view.
  • Briefed prospective customers regarding current market conditions to exercise better decisions for clients, garnering profitable returns.
  • Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.
  • Built strong relationships with clients through consistent communication and exceptional customer service.

Sales Team Leader

OVB Allfinanz
07.2017 - 10.2019
  • Constant recruiting and managing teams ranging from 3 to 25 individuals.
  • Weekly individual and group trainings based on existing and needed skills to improve sales processes, to attain their personal goals and contribute to the team's vision.
  • Being a commission based company, one of my main tasks as a Team Leader was to find, keep, train and monitor exceptional sales people. Finding out their life goals, correlating them with our team's vision, devising a work plan to achieve all goals necessary.
  • Taught weekly seminars on financial consulting and services.
  • Upheld and implemented company policies and procedures in all work activities to deliver consistent leadership.
  • Led weekly sales meetings to review performance metrics and develop action plans for continuous improvement.
  • Boosted sales performance by implementing effective team training and coaching strategies.
  • Mentored junior team members to develop their skills and advance their careers with the company.

Education

Political Sciences

SNSPA
Bucharest, Romania

Liceul Teoretic Alexandru Vlahuta
Bucharest, Romania
04.2001 - 2014

American City College
Cairo, Egypt

Skills

Problem-solving

Team Management

Creativity

Sales Trainer

Analytical and critical thinking

Coaching

Human resources / Recruiting

Strategic Thinking

Establishing and Aligning Goals

Strong Communication Skills

Entrepreneurship

Deductive Reasoning

Leadership

Financial analysis

Project planning and

coordination

Business growth

Organized

Deal closing

Sales process optimization

Sales presentations

Upselling strategies

Accomplishments

During my collaboration with OVB Allfinanz, my team and I have achieved:

  • 544.500 units (~3025 clients) which generated approximately 3.608.000 Euro in company revenue through live and online B2C sales.


  • Generated ~2.600.000 Euro/year in client Life Insurance subscription payments for our partners Allianz and Signal-Iduna.


  • Lead and coordinated mixed teams ranging from 3 to 50 people (Executive Managers, Sales Team Leaders, Financial Consultants and Trainees)


  • Closed highest Life Insurance contract in Romania in March 2018 (400.000 RON).


  • Average client retention (2017-Present):

-> 75-80% team clients

-> 96% own clients


  • January Predictions, Results and team growth per year:

* average units per client: ~180

* 1 Unit/UN = 6.6 Euro in company revenue


Year -> Target -> Result -> Growth

2017 -> 10.100 UN ->10.677 UN -> N/A

2018 -> 17.850 -> 15.870 -> 48%

2019 -> 41.700 -> 31.772 -> 100%

2020 -> 81.000 -> 33.168 -> 4%

2021 -> 77.000 -> 54.120 -> 63%

2022 -> 100.000 -> 80.997 -> 49%

2023 -> N/A -> 116.552 -> 43%


  • Had one of the highest performing teams in Romania regarding life insurance sales and team management.

Certification

Institute of Financial Studies - Insurance License

Languages

Romanian, Native

English, C1

Hobbies

• Socializing
• Science enthusiast
• Philosophy

• Psychology
• Chess, video and board games
• Movies and music

• Fitness, Calisthenics, Bouldering, Hiking

Timeline

Executive Sales Manager

OVB Allfinanz
10.2019 - Current

Sales Team Leader

OVB Allfinanz
07.2017 - 10.2019

Financial Advisor

OVB Allfinanz
08.2016 - Current

Liceul Teoretic Alexandru Vlahuta
04.2001 - 2014

Political Sciences

SNSPA

American City College

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Marius BeteaExecutive Sales Manager / Financial Consultant