History
SalesMax was founded October 1,2017 in Hunt Valley Md. The concept was simple - take 30 plus years of investment experience as an investor, adviser, wholesaler, Divisional and National Sales Manager and promote the lessons learned to individuals and/or companies interested in maximizing their Results. By working at some of the top Financial Services Firms in the industry and dealing with all facets and channels of the Industry, my services provide a unique insight and ability to leverage all of the resources available to maximize your success. From my first day as a Series 7 registered rep on October 19,1987 to the latest bull and bear markets, my services provide a differentiated perspective on how to ultimately help your clients retire comfortably and remain comfortably retired. As a proud member of the largest and most eager to retire segment in the market (Baby Boomers) I have the passion to deliver solutions.The guiding principles outlined in my book “Never Ask a Barber if You Need a Haircut” serve to capitalize on the success and best practices of some of the top sales people in the Financial services industry. Minor changes in practices can have Major changes in Results.
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At SalesMax, we assume your business is already successful and profitable. We want to help you leverage strategies and resources that you may not know are available and take your business to the next level. By making some minor adjustments in your delivery and marketing efforts you can have a major impact and maximize results. At SalesMax, we understand that partnering with you is an investment. That’s why we offer free consultations to walk you through your needs and the scope of your goals and can discuss payment plan options.
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Michael Gillespie
From starting as a salesperson at Burroughs Corp. in Hunt Valley, Maryland after graduating from Towson University in 1982 to leading the #1 sales team at Prudential Annuities Mike has had a long history at driving sales results. Having spent 3 years as a top 1% publishing rep at Xerox Corp and spending 15 weeks in Leesburg,Virginia at the world famous Xerox Corporate Training Facility learning the SPIN sales process has been a huge factor in understanding clients and the importance of questioning and listening in delivering client solutions.
As one of the youngest stockbrokers at the prestigious Legg Mason and starting in the spring of 1987 with his first day as registered series 7 adviser. Market volatility and client behavior was a constant and challenging dynamic to mold the business and thought process from the front line as an Adviser. Finished #3 in class of 20.
Starting as a financial product Wholesaler for PLANCO (1990) in the DC, Maryland and Virginia territories, Mike rose quickly to a Top 3 status and was promoted to Divisional Manager for all states West of the Rockies in 1993. With a team of 5 salespeople and sales of $150 million Mike steadily grew the Annuity and Mutual Fund sales force to 31wholesalers and over $3 Billion in sales. In 2006 Mike was tapped to run the largest channel and moved back to Hunt Valley, Maryland. The team flourished and continued with record sales.
In 2007 Mike was recruited to be National Sales Manager for Prudential Annuities in Shelton Connecticut. Starting with a team of 8 wholesalers and responsible for $350 million in sales. The Team grew to 30 wholesalers and sales exceeded $3 Billion to become the #1 sales team in Financial Institutions in the Industry. In 2012 Mike was tapped to help lead the integration of Edward Jones into the Agency Channel (Prudential/All State). The Edward Jones product launch was the biggest most successful launch in their history with over $1 Billion in sales. In his last year with Prudential, he led the #1 sales team in sales results placing all but 1 in the top 10 out of well over 100 Wholesalers. As a published author his simple strategies have led to top tier results with an easygoing creative and most importantly FUN approach to delivering top notch Solutions!
Education
Towson University
B.A., Business/Communications
MBA, University of Baltimore