
Financial Representative at Northwestern Mutual Financial Network
San Francisco Bay Area

Financial Representative at Northwestern Mutual Financial Network
San Francisco Bay Area
The mission of the Northwestern Mutual Financial Network is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
As a Financial Representative with the Network, Charlie works with clients to identify their definitions of financial security and focus on solutions that can help make them a reality.
Charlie helps clients find the right solutions for personal, family or business needs.
He relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Northwestern Mutual Financial Network. Together, they help provide innovative solutions to help clients accomplish their objectives.
What's paramount is to have a flexible approach with complementary solutions. Member of the Network strive to provide clients with financial services that allow them to have confidence that their intentions have been understood and their needs are being addressed.
Please visit Charlie's Web site at http://www.nmfn.com/charliefoster for additional information.
Insurance, finance, sales, consulting, employee management, evangelical sales, lead generation, b2b sales, corporate sales, proven sales quota attainment, entrepreneurial spirit
(Privately Held; 10,001 or more employees; Financial Services industry)
September 2008 — Present (4 months)
(Non-Profit Organization Management industry)
January 2008 — August 2008 (8 months)
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More info at http://www.promatch.org/
(Sole Proprietorship; Myself Only; Management Consulting industry)
May 2007 — December 2007 (8 months)
(Public Company; 10,001 or more employees; UPS; Transportation/Trucking/Railroad industry)
January 2006 — February 2007 (1 year 2 months)
Gained largest international win in the country for UPS, over $7 million in annual revenue.
The Sales Manager for International Sales works with a sales group of primary account managers to sell UPS international shipping solutions to corporate customers. Since international shipping is much more complicated than domestic, a specialist in the field is required to work as a consultant to corporate customers for such needs as customs compliance, trade restrictions, multi-modal shipping solutions and international specific issues.
(Public Company; 10,001 or more employees; UPS; Transportation/Trucking/Railroad industry)
October 2004 — December 2005 (1 year 3 months)
3rd ranked Account Executive in entire North California sales district. Despite highest percentage sales plan in the district, over 19% planned growth year over year, exceeded sales plan and ended year at 135% to plan.
The Account Executive is the primary sales contact for corporate customers and manages the contact between the customer and all aspects of UPS, including Operations management and any sales specialists such as International, E-Commerce, Freight, etc. The Account Executive is responsible to grow sales in their territory.
(Public Company; 10,001 or more employees; UPS; Transportation/Trucking/Railroad industry)
July 2003 — September 2004 (1 year 3 months)
The Revenue Mangement Supervisor manages a team of contract pricing specialists who create contracts for corporate customers through analysis of the information provided by the sales force. The Supervisor is responsible for managing, coaching, training and reviewing the team of specialists on a day to day basis as well as provide career coaching. The Supervisor also trains the sales force on use of the pricing tools and coaching on how to produce the best contract solution for the customer that is most profitable for UPS. During my time in the position, I reduced the specialist team from eight people to six while improving productivity and reducing the time it takes to return a contract to a sales person. During my tenure, the sales force gave the Revenue Management department the highest customer service index score ever received in the district.
(Public Company; 10,001 or more employees; UPS; Transportation/Trucking/Railroad industry)
January 2002 — June 2003 (1 year 6 months)
Chosen to join elite Silicon Valley Solutions sales team after only one year with UPS. Exceeded sales plan and was in top 10% of entire sales force. The Senior Account Executive is the primary sales contact for corporate customers and manages the contact between the customer and all aspects of UPS, including Operations management and any sales specialists such as International, E-Commerce, Freight, etc. The Senior Account Executive is responsible to grow sales in their territory.
(Public Company; 10,001 or more employees; UPS; Transportation/Trucking/Railroad industry)
January 2001 — December 2001 (1 year)
The Account Executive is the primary sales contact for corporate customers and manages the contact between the customer and all aspects of UPS, including Operations management and any sales specialists such as International, E-Commerce, Freight, etc. The Account Executive is responsible to grow sales in their territory.
(Public Company; 201-500 employees; Leisure, Travel & Tourism industry)
January 1999 — April 2000 (1 year 4 months)
Managed Hotels section of travel reservation site including content, functionality, user interface and integration with partners.
(Privately Held; 51-200 employees; Leisure, Travel & Tourism industry)
September 1998 — January 1999 (5 months)
Developed program to partner with convention and visitors bureaus to provide back-end hotel reservation engine for their information sites.
(Privately Held; 51-200 employees; Leisure, Travel & Tourism industry)
November 1997 — September 1998 (11 months)
Sold to hotels to join hotel reservation system and take reservations directly from internet customers.
(Privately Held; 11-50 employees; Leisure, Travel & Tourism industry)
August 1996 — October 1997 (1 year 3 months)
Created and managed sales support function. Established processes; managed corporate customer relationships and customer training; hired, trained and supervised support staff. Responsible for managing direct reports who supported corporate relationships with hotel customers and trained hotel staffs.
(Privately Held; 1-10 employees; Leisure, Travel & Tourism industry)
January 1996 — July 1996 (7 months)
As seventh employee in company, collaborated with engineering function to organize testing of hotel reservation web site and booking engine. Analyzed hotel reservation market to target specific segment.
(Privately Held; 51-200 employees; Investment Banking industry)
June 1993 — June 1995 (2 years 1 month)
Responsible for forecasting performance of companies in the semiconductor industry to make buy or sell recommendations on their stocks.
Analyzed financials of semiconductor companies and assessed industry to forecast results
Advised clients with Buy or Sell recommendations based on projections
BA, Economics, 1987 — 1992
1983 — 1987
Rugby, skiing, sailing, waterskiing, dog training and agility competition, home improvement projects - power tools!, road bicycling, reading, self improvement.
St. Mark's Episcopal Church Youth Ministry. Teens 6th through 12th grade.
Cal Rugby
Olympic Club Rugby
ProMatch