Phillip E.

Cowley
602.625.9561  phil.cowley@cox.net

QUALIFICATIONS SUMMARY
Top-performing Sales Leader with a consistent track record of surpassing established quotas and
revenue targets. Proven ability to recruit, train, and develop top-ranked sales teams. Demonstrated
success partnering with brand identification teams to introduce new products/distribution options that
deliver significant ROI and revenue results.
• Strategic Planning & Marketing • Solution Based Consultative Selling
• Industry, Market & Consumer Analysis • Staff Recruitment & Training
• Prospect Scripting & Lead Generation • Presentation & Negotiation Skills
• Revenue & Expense Forecasting • New Business Development

PROFESSIONAL EXPERIENCE
Investools, Draper, UT www.investools.com 2004 - 2010
Instructor/V.P. Previews
Investools is the investor education division of TD Ameritrade that offers world-class investor
education for the self-directed investor. Challenged with creating live instructor lead events and on-
line self-paced training solutions for multiple markets, marketing partners and individuals. Managed a
35- to 60-member national sales team, overseeing staff recruitment, selection, and training.
 Achieved Sr. Instructor status for surpassing sales goals for 5 consecutive years.
 Generated $1.5M in personal sales while managing a five member instructor team that contributed
an additional $3.7M for a total of $5.2M in preview team sales Q1, 2007 setting a single quarter
sales record.
 Partnered with product development team in 2005 to create and launch a major re-branding
initiative that increased sales 50%.
 Recognized as a “Presentation Specialist” as a result of conducting over 2,000 live presentations
internationally. Create, scripted and produced presentations, meeting all compliance regulations
and standards, that were adopted company-wide..
 Increased existing ESR (effective sales rate) by 45% in 2007 and by an additional 26% in 2008.
 Expanded distribution by creating a “Home Study” marketing initiative that accounted for 31% of all
sales 2006, 2007 and 2008.
 Identified, trained, and coached three “target exceeding” instructors and managed the top two
producing instructors in 2006, 2007, 2008 and 2009.
 Appeared in numerous company infomercials and online training modules.
 Collaborated with Sr. management team to design and implement incentive programs and
compensation plans for sales team.
PHILLIP E. COWLEY PAGE TWO

EMC Group, Phoenix, AZ 1999 - 2004

Owner
EMC Group was a contract presentation development and consulting firm specializing in the creation
and production of Microsoft PowerPoint driven presentations geared towards large group. Clients
included Software Education and Home Based Business Support companies.
 Delivered numerous sales presentations for clients throughout the country.
 Achieved record setting sales performance resulting in securing fulltime employment with
Investools.

The PACE Group, Phoenix, AZ - Salt Lake City, UT 1994 - 1999

Managing Partner
The PACE Group specialized in sexual harassment and diversity training. As managing partner,
responsibilities included B2B sales, product development, and delivery. After successfully establishing
a client base in Salt Lake City, UT, was promoted to managing partner and territory expanded to
include the Phoenix, AZ office.
 Recognized as Presentation Skills SME (Subject Mater Expert) for the western region.
 Negotiated, designed and implemented national diversity training initiative for multi-state fire
department.
 Adapted numerous “off the shelf” training modules to meet client needs.
 Hired and trained 3 field training specialists.

Cowley Distributing Co., Salt Lake City, UT - Denver, CO 1980 - 1994

Territory Manger/V.P. Sales
Cowley Dist. Co. was a family owned wholesale TV and Appliance distributorship.

EDUCATION & TRAINING

Attended University of Utah
Salt Lake City, UT

Professional Development
The PACE Group - Train the Trainer Certification
Consultative Selling Sales Training

Technical Skills
Microsoft Word, Excel, Outlook & PowerPoint  WebEx  Teleprompter  BlackBerry