SUMMARY:

• Vice President with series 7, 8, 24, 66, 63 and L/H license with over seventeen years experience in the financial services industry.
• Strong leader skilled in account acquisition, consultative sales, new business development, staff management, and strategic planning with a successful track record of consistently exceeding sales quotas.
• Diversified product knowledge includes Fixed and Variable Annuities, Mutual Funds, LTCi, Final Expense, Life Insurance and Medicare Health.

STRENGTHS INCLUDE:

• Agent Recruiting
• Product Presentations
• Sales Training
• Seminars
• Relationship Management
• Retirement Income Strategies
• Senior Market Sales
• Annuity Expert

PROFESSIONAL EXPERIENCE:

Confidential, Denver, CO

Vice President

Responsibilities:

• Implemented and developed marketing strategies to recruit independent advisors. Executed a strategic sales plan: identifying and developing strategic sales opportunities in Senior and Baby Boomer market with focus on retirement income vehicles
• Strengthened the company’s image, awareness, branding and positioning
• Created, implemented and administered the Proactive Sales Program (PSP) focusing on results, competencies and standards of performance.
• Responsible for 127% increase in production from Q4 2009 through Q1 2010

Confidential, Scottsdale, AZ

Regional Sales Director

Responsibilities:

• Provide annuity sales solutions into the independent advisor distribution channel with a proprietary equity indexed annuity series. Responsibilities include: Create and foster relationships with IMOs, independent advisor to increase premium volume. Present large case or complex planning to clients with agent.
• Developed competitive analysis intelligence which resulted in better positioning our product against our competition
• Participated in monthly advisor summit seminars to educate and recruit potential independent advisors
• Educate and train internal wholesalers on the products, distribution, and regulatory issues.

Confidential, Alpharetta, GA

National LHA New Business Development Director

Responsibilities:

• Lead role in launch for new (LHA) Life Health Annuity market for direct mail marketing business opportunities. Responsibilities include: developing and executing a strategic sales plan: identifying and developing strategic sales opportunities that result in direct revenue sales; prospecting, developing and closing solution sales within client business units; drawing upon ChoicePoint company wide solutions as well as industry partner solutions.: Lead Generation services, Predictive Modeling, Contributory Databases and Advanced Analytics to Insurance carriers, BGA and IMO vertical to optimize growth and profitability in a hunter role.
• Identified and met with 65 new financial services providers since September 2007 resulting in 15 proposals that expanded product reach and generated 1.2 million of new revenue growth.
• Initiated and maintain prospects contact through a variety of methods, including but not limited to telemarketing, establishing business contacts and attending trade shows
• Developed business opportunities worth $4.7MM within a highly targeted prospect base

Confidential, Indianapolis, IN

Vice President

Responsibilities:

• Establish new distribution channels to increase sales volume. Coordinate and evaluate marketing activities for Internal and External Wholesaling team such as advertising, seminars, brochure development and territory branding. Develop and manage an effective sales and marketing plan nationally.
• Research and analyze the latest products, service and trends in the financial service industry. Cultivate successful alliances with key Broker Dealer, Regional Banks and Insurance Carriers.
• Designed effective marketing campaigns resulting with increased market share within independent agent distribution channel.
• Achieved 135% of Annuity sales goals in 2006.
• Assistance in recruiting high - performance registered representatives.

Confidential, Denver, CO

Senior Internal Wholesaler / Variable Annuities

Responsibilities:

• Responsible for solidifying existing relationships, prospecting, territory management, investment strategies, communicating sales ideas, conducting field and phone appointments, advanced market concepts and case analysis for both Western Michigan and independent advisors nationally.

Confidential, Denver, CO

National / Regional Sales Supervisor

Responsibilities:

• Led both national retail business development and Pacific Northwest Outbound Sales Team of 14, providing supervision, sales training, motivation, career development and pipeline management to increase assets from existing client base and generate new business.
• Recognized regionally as the number one team in the nation achieving 125% of target with $167M in assets in Q2 2001.
• Recognized nationally as number one team with 180% of national target and $67M in Q4 2000.
• Cultivated successful partner alliance program with regional branches, resulting in 30% increase in lead flow and significant asset lift.
• Developed new training techniques called “Reverse Ghosting” which significantly decreased ramp-up time for new reps.
• Created innovative rewards programs, resulting in average monthly increase of 20% for all reps.
• Used Series 24 license to approve Schwab market commentaries prior to release to the public.

Confidential

Platinum Trader

Responsibilities:

• Served as member of specialized trading team. Placed equity, option, mutual funds and fixed-income trades. Provided market analyses. Contacted clients to settle margin calls.
• Earned Chairman’s Club Award for excellence in business development, service, assets, trade errors and client satisfaction.
• Served on Economic Development Council, teaching economic forecasting & analysis to brokers.