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Regional Vice President Resume

Naples, FL

SALES, MARKETING AND BUSINESS DEVELOPMENT PROFESSIONAL:

  • Sales & Marketing Development / Execution
  • Identify / Evaluate Revenue Opportunities
  • National Accounts Management
  • Sales Training / Workshop Creation
  • Sales Team Development
  • Track Results
  • Contract Negotiation
  • Marketing Project Management
  • Product Launches
  • Strategic Planning & Execution

PROFESSIONAL EXPERIENCE:

Confidential, Naples, FL

Regional Vice President

Responsibilities:

  • Direct a six state territory; recruit advisors, introduce and market approved concepts via office travel, telephone, email, group presentation and webinar; proficient in presentation of approved slide shows.
  • Guide advisors through entire sales process, including concept and product education, case design, point of sale resource, application, case submission and underwriting, policy issuance, and post - sale follow up.
  • Effectively manage territory and implement and meet production goals; manage travel expenditures within allocated budget.
  • Negotiate contracts and revenue share arrangements (splits).
  • Obtain market share by developing marketing plans and programs for each product; directing promotional support.
  • Maintain relations with advisors by organizing and developing specific customer- relations programs; determining and organizing company presence at conventions, annual meetings, trade associations, and seminars.
  • Fastest growing territory within company in 2016 of 67% over 2015.

Confidential, Wilmington, DE

Business Development Manager

Responsibilities:

  • Developed a regional marketing and sales program that helped grow the Florida market by 40% in the first year that had been shrinking for the previous 7 years.
  • Expanded regional program throughout the southeast and into key markets nationally.
  • Established and maintained relationships with fortune 500 companies to partner with CSC.
  • Trained CSC sales team on selling iPayment credit card services and iPayment reps on selling in corporation services.
  • Supported both sides of national partnerships to market the other company’s products and services.
  • Develop marketing and sales plans with corporate partners to find new ways to support and grow each other’s business using internet and sales teams.
  • Built a training platform for sales and service representatives on the affiliate program.
  • Conduct presentations and webinars to corporate partners and prospects on incorporating service.

Confidential, Wilmington, DE

Owner and General Manager

Responsibilities:

  • Recruit, select, train and develop sales representatives, benefit enrollers and support staff.
  • Manage the sales office to support day-to-day sales operations and the processing of new business.
  • Design supplemental health care insurance packages to complement or replace current major medical plans. Oversee the coordination and enrollment process of all accounts in district.
  • Develop and implementing marketing and sales plans.
  • Present to sales organizations and national company meetings of over 1000 producers to promote new training and sales tools in addition to new products and services.
  • Received new agency of the year award of the northeast region for 2007 from an employee benefit company.

Confidential, Newark, DE

Sales Director

Responsibilities:

  • Built Practice Management department that addressed field issues with sales training and development resulting in a comprehensive training programs for over 3500 experienced and new producers nationally.
  • Focused Sales Managers on traditional roles and responsibilities while decreasing expenses by 40%.
  • Designed and implemented Sales Manager schools, workshops, and orientation.
  • Obtained Series 7 Securities License.

Marketing Account Manager

Confidential

Responsibilities:

  • Distribution channels representative to home office for new life insurance and annuity products, product launches and rollouts, marketing and sales material, advertising campaigns, and technology resources.

Field Marketing Consultant

Confidential

Responsibilities:

  • Constructed Financial Planning for Life Stages as part of a business builder’s series.
  • Built Bridge to Advanced Sales to strengthen the skills of the more sophisticated sales force.

Confidential, Paoli, PA

Vice President

Responsibilities:

  • Achieved year-end goals of software product usage with major insurance companies by November.
  • Enhanced rollout and training programs while reducing time by 35% and expense by 75%.
  • Increased sales of software marketing kits by over 200% in first month of marketing program.
  • Improved contract renewal retention and timely receipt of payments by 50%.

Confidential, Wilmington, DE

Marketing and Sales Manager

Responsibilities:

  • Managed internal Marketing and Sales Center for approximately 10,000 SunAmerica Registered Representatives nationwide.
  • Accumulated daily statistics on incoming and outgoing phone calls of each internal sales representative to initiate necessary changes to best service producers.
  • Speaker and trainer at national conferences, broker dealer meetings, and producer offices.

Confidential, Wilmington, DE

Account Manager

Responsibilities:

  • Reviewed insured and self-insured contracts from billing and financial account arrangement perspective.
  • Established contract data in billing system to deliver products and reports as defined by contract sold.
  • Reconciled monthly multi-million dollar balances as required.
  • Calculated, monitored, and maintained paid loss deposits on assigned accounts in accordance with company guidelines.

Senior Product Specialist

Confidential

Responsibilities:

  • Prepared customer oriented products for delivery and performed related operational functions.
  • Conducted agency marketing visits and training sessions within assigned multi-state territory.
  • Provided marketing support, competitive analysis, and data on agency trends.
  • Negotiated pricing and underwriting standards for block transfer of business with agency officers.
  • Provided leadership and supervision to Product Assistants to assure quality and timely service for producers.

Confidential, Jeannette, PA

Agency Owner

Responsibilities:

  • Directed daily operations including answering customer inquiries and questions, data input/research.
  • Sold and serviced more than 50 different types of insurance and financial services products.
  • Hired, trained, scheduled, and supervised office personnel.
  • Elected District Representative for local and national advertising campaigns.

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