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Regional Vice President Resume

Madison, WI

PROFESSIONAL EXPERIENCE:

Confidential, Madison, WI

Regional Vice President

Responsibilities:

  • Reported to a Matrix Management Team including Confidential Officer and two Field Management Division Senior Marketing Officers.
  • This position was responsible for Planning, creating, and executing annual sales plans at Field Marketing Division level.
  • The position is accountable for growing profitable revenue, new sales, retention and market share with focus on the strategic accounts.
  • It also provides the voice of the Solution Group to the Field Marketing Divisions regarding business issues including successfully positioning new solutions, business strategies.
  • The position provides leadership supporting Customer Development Process and account team effectiveness.

Confidential, Denver, CO

Vice President

Responsibilities:

  • Reported Directly to the President of Confidential
  • Recruited to set up a new organization within Confidential Life designed to use website technology as a distribution for mutual funds offered.
  • Direct responsibility on a national basis for developing and implementing marketing strategy, business plan and installation of Confidential Life’s institutional mutual fund and recordkeeping business within the Education retirement plan marketplace.
  • Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for the institutional education pension market.

Confidential

Vice President

Responsibilities:

  • Recruited to set up a new organization within Confidential Life designed to use website technology as a distribution for mutual funds offered in Confidential §403(b) and Confidential §457(b) plans.
  • Direct responsibility on a national basis for developing and implementing marketing strategy, business plan and installation of Confidential Life’s institutional mutual fund and recordkeeping business within the Education retirement plan marketplace.
  • Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for the institutional education pension market.

Confidential, Columbus, OH

Vice President

Responsibilities:

  • Direct responsibility on a national basis for developing and implementing marketing strategy, business plan and implementation of Confidential ’s institutional annuity/mutual fund, recordkeeping business within the Public Sector; Education, Healthcare, and Non - profit retirement plan marketplace.
  • Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for institutional public sector, education, healthcare and nonprofit pension market.
  • Exceeded new business plan of over $1 billion new assets under management and $3.5 million in new revenue

Confidential, New York, NY

National Director

Responsibilities:

  • Direct nationwide responsibility for marketing strategy, business plan and implementation of Confidential ’s institutional annuity/mutual fund business within the Education, Healthcare, and Non-profit pension market.
  • Managed a unit including eighteen Marketing Directors (Institutional sales people) and twenty-three Account Executives (Institutional case managers.
  • Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for institutional education, healthcare and nonprofit market
  • Increased Premium Sales from $10 million to $4 billion during this timeframe
  • Responsibility for marketing and sales plan for Confidential 403(b) annuity business within all non-for-profit markets in the 13 western states
  • Direct responsibility for operations budget and sales production business plan
  • Confidential Planning Board member
  • Planned and implemented the restructure of Confidential

Confidential, Irvine, California

Regional Vice President

Responsibilities:

  • Responsibility for marketing and sales plan for Confidential 403(b) annuity business within all non-for-profit
  • Managed four Regional Marketing Directors
  • 12 Sales Managers
  • 67 Sales People
  • Direct responsibility for operations budget and sales production business plan

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