
Randy Taylor

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About me
Financial and medical sales professional
Education

Memphis University School
1966 - 1972Activities and Societies: National Honor Society, Quill and Scroll, Theatre production and acting, Cum Laude Society

Rollins College
1972 - 1976B. A Life Sciences, minor in speech and communicationsActivities and Societies: Sigma Phi Epsilon, Omicron Delta Kappa, Student Assembly, College Senate, President of Interfraternity Council, student manager of WPRK-FM Included course work in organic and inorganic chemistry, comparative anatomy, physiology, and embryology. Elective concentration in speech and communications through regular and independent study courses. Financed 100% of education with scholarships, part time work and student loans.
Experience

Johnson & Johnson
Sept 1981 - Feb 1987Increasing levels of responsibility included five new-hire training assignments, numerous follow-up training assignments, division meeting planning and management, recruiting and interviewing, as well as field-testing of sales applicants. Field advisor to an Initial Training School and Sales Development Seminar. Also, maintained territory described below. Promotion and sales of oral contraceptives, antifungals, antiprotozoals, NSAIDs and GI products to obstetricians and gynecologists, Internists and general practitioners in a five county territory. Also, responsible for three major drug wholesalers, one military base, a large university student health center, an HMO, and a medical school/teaching hospital.
Special Training Representative - Southeast
Jun 1984 - Feb 1987Sales Representative
Sept 1981 - Jun 1984

Medtronic
Feb 1987 - Jul 1993Andover Medical was sold to ConMed in July 1993Responsibilities were the same as with ConMed but included dealers, distributors, OEM accounts, and regional GPO headquarters. Covered all states east of the Mississippi River. Awarded Region of the Year in FY93 and received Region Over Quota Awards for FY91, FY92, and FY93. Sales and promotion of disposable cardiac monitoring products (ECG monitoring, diagnostic and resting EKG electrodes) in the state of Florida to hospitals and distributors. Primary call points were Critical Care, Anesthesia/OR, Cardiac Cath Lab, Cardiology, and Materials Management. Exceeded quota every year and awarded Sales Representative of the Year for FY89 with a record 82% increase over prior year base.
Eastern Region Sales Manager/Andover Medical
May 1990 - Jul 1993Sales Representative/Andover Medical
Feb 1987 - Apr 1990

CONMED Corporation
Jul 1993 - Jan 2001Regional Sales Manager/Surgical and Patient CareResponsible for sales representatives in hospitals, clinics, surgery centers, and EMS in 6 to 13 states. Managed both the Surgical Systems and Patient Care product lines, calling on Surgery, Critical Care, Anesthesia, EMTs, and Materials Management. Products sold included electrosurgical generators, pencils and grounding pads; minimal access surgery products; ECG electrodes, cables and leads; IV dressings and gravity controllers; wound care products; and suction instruments and tubing. Awarded Region of the Year in 1994 and 1999 Show less

InVentiv Health Commercial
May 2001 - Mar 2006Responsible for 13 retail and 1 hospital sales representatives in central and south Florida, selling oral and IV antibiotics to specialty and primary care physicians for Bristol Myers Squibb (Tequin and Cefzil) Responsible for 14 sales representatives in the state of Florida, selling Levitra (men's health), Avelox, and Cipro XR (antibiotics) to specialty and primary care physicians for Bayer Pharmaceutical. Ranked #1 or #2 of 18 districts in product sales Responsible for 42 sales representatives for Boehringer Ingelheim, selling antihypertensive, NSAID/COX-2 inhibitor, asthma, and migraine pharmaceutical products to general practice and specialty physicians. Constant contact with associated 35 district managers and 15 regional managers. 93% rollover at the end of 2003 Manage the sales activities and development of nine sales representatives calling on internal medicine, general practice and community hospitals, selling Avelox and Cipro oral and IV flouroquinolone antibiotics for Bayer Pharmaceutical
District Business Manager/Bristol Myers Squibb
Oct 2004 - Mar 2006District Business Manager/Bayer Pharmaceutical
Jan 2004 - Oct 2004Regional Coordinator/Boehringer Ingelheim
Jan 2003 - Dec 2003District Business Manager/Bayer Pharmaceutical
May 2001 - Dec 2002

American Express
Jul 2006 - Sept 2009Temporary assignment in FL and GA managing a B2B sales team of 12 selling American Express OPEN to physicians, dentists, and health care providers and also to targeted small businesses American Express OPEN ProjectResponsible for 14 practice consultants in FL, GA and NC selling OPEN charge card products to medical and dental accounts, and selected small businesses. Increased sales from 194 applications in Q3 and Q4 2006 to 772 in 2007 to 984 in 2008,representing a 400% increase. Consistently maintained 80%+ approval factor and high levels of spend.
District Sales Manager/American Express/Ogilvy Action
Apr 2009 - Sept 2009District Sales Manager/American Express/PDI Inc.
Jul 2006 - Apr 2009

Saint Leo University
Jan 2011 - Apr 2012Online Program Admissions CounselorProvide information and counseling for adult undergraduates in an online learning program. Guide prospective students through application,admission, financial aid, course selection, academic advising, and computer skills assessment.

Freedom Health & Optimum HealthCare
Sept 2014 - Apr 2015Medicare Advantage (Part C) Sales RepresentativeComplete new enrollments on incoming calls from prospective members responding to various media advertising. Complete plan change applications on outbound calls to present Freedonm Health and Optimum Health members. Document all transactions completely in CRM and web-based applications.

New York Life Insurance Company
Jul 2015 - Aug 2016Sales Test Team Specialist - NYL Direct AARP SpecialistLicensed coverage specialist to AARP members for term life, permanent life and guaranteed issue life insurance. Provide policy consultations for applications, exchanges, riders, and upgrades. As required, test various sales strategies for results per marketing objectives.

USAA
Aug 2016 - Aug 2019Specialized Investment Representative|Service and Solutions ManagementProcess transactions and service requests for mutual funds, brokerage accounts, retirement accounts and college savings plans from members through various contact channels.Relationship building to discover key information and seek opportunities to meet member needs.Encouraged members to take action to address needs and opportunities as identified in discovery.Supported enterprise business goals through achievement of referral and product acquisition metrics. Consistently lead team of 12 peers with an average of 624 transactions per month Show less

Humana
May 2020 - Dec 2020Medicare Advantage (Part C) Sales Representative
Morgan Stanley
Jul 2021 - nowSenior Registered Client Service Associate-Wealth ManagementMaintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.Conduct outreach to maintain strong relationships with client base and identify Firm services, such as digital, online access, and cash management offerings that support clients' needs.Prepare financial reports, spreadsheets and other materials for client meetings.Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.Input orders for and perform duties that support Financial Advisors in daily business practices.Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues. Show less
Licenses & Certifications

State of NC insurance license: Life, Accident and Health, Medicare Supplement/Long Term Care
North Carolina Department of InsuranceMar 2020- View certificate
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Series 63 Uniform Securities Agent
Financial Industry Regulatory Authority (FINRA)Oct 2016 - View certificate
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FINRA Series 7
Financial Industry Regulatory Authority (FINRA)Dec 2014 
Chartered Retirement Planning Counselor
College for Financial PlanningNov 2017- View certificate
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Series 65 Uniform Investment Adviser
Financial Industry Regulatory Authority (FINRA)Feb 2017
Volunteer Experience
News and Book Reader
Issued by WUSF Radio Reading Service
Associated with Randy TaylorAlumni Board of Directors
Issued by Rollins College
Associated with Randy Taylor
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