PROFILE:

• Dynamic, self - motivated and results-driven management professional with more than 17 years providing high-performance sales, business analytics, customer service, and financial management in the business solutions/consultancy and financial services industries.
• Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to strategize solutions in addressing work issues even under stressful work conditions.
• Decisive leadership, strong people management, and exceptional interpersonal communication skills that inspire confidence while forging teamwork synergies with colleagues and subordinates across diverse ethnicities.

KEY EXPERTISE:

• Sales & Leadership Management
• Marketing & Sales (Trad. & Online)
• Staff Development & Mentoring
• Territory Sales Management
• Client Relationship Management
• Financial Planning
• Fee-Only Financial Planning
• Retirement Plan Modeling
• Advanced Estate Planning
• Financial Risk Management
• Life, Accident, & Health Insurance
• Wealth & Asset Management
• Business Analytics
• Data Analysis
• Research Skills
• Survey Analysis
• Data Synthesis
• MS Excel Financial Modeling
• Strategic Planning & Execution
• Business Needs Analysis
• Relationship Management

TECHNICAL SKILLS:

Office & Presentation Tools: SmartDraw®, MS Visio, MS Office (Word, Excel, PowerPoint, Access & Outlook) & Lotus Notes

Financial Apps: SaleForce, Epiphany CRM, LEAP Systems PlanLab, JH Solutions Suite, Number Cruncher, Hantel, LabView, CaseView, GPurch, ELUS Mainframe, GUTS, LARS, Rhumba 2000, Siebel CRM, eHansel, CSWB, PALLM, AWD, Manulife Mainframe, LAA, Lexis-Nexis, Knowledge Now, TPX/AY, LARS, EasyRead, DST/TRAC, TA2000, FileNET, MARS, Open Orders, CMS Systems & Blaze/Pendeas.

PROFESSIONAL EXPERIENCE:

Confidential

Project Management

Responsibilities:

• Conducted department-wide workflow analysis that increased staff size from 25 to 60 members.
• Developed “Cheat Sheets” that modeled reduction in new case set-up time; 45min to 15min.
• Created Models that quantified sales operational activities to achieve territory goals for sales teams.
• Project Leader for Universal Life Policy Project to assure that Defined Benefit Plans stayed compliance with IRS and Pension Protection Act regulations.

Confidential

Responsibilities:

• Leveraged Confidential intelligence to maximize prospecting efforts & generate over $100MIL in sales for a 3-person team that I was a part of.
• Generated sales “Play Book” that identified top opportunities and dictated travel schedule and meeting priorities for external sales force, with over $1BIL in goals.
• Tracked, documented, and trained Insurance Sales Force on common errors identified in new business submissions. Resulting in shortening the underwriting process from 45 days to 21 days.
• Generated life insurance, annuity, and mutual fund illustrations for Financial Advisors.
• Performed calculations for Defined Benefit, Defined Contribution, and Profit Sharing Plans, while coordinating plan implementation with third-party administrators.
• Compared gifting vs. charitable giving using advanced financial and estate planning strategies.
• Generated financial models for Estate Tax reduction and asset transfer techniques for families with $15MIL-$20MIL+ of net worth.

Confidential

Responsibilities:

• Create and design story telling behind product launches, used in marketing campaigns.
• Served as a project team member responsible for identifying and defining needs and solutions for financial product suite.
• Identified top sales opportunities through third-party financial data, then create territory management, sales goals, and activity planning around the intel.
• Convert multi-page data sets to single-page visual models. Simplify and synthesize for presentations.

Business Analytics Financial Professional

Confidential

Responsibilities:

• Developed estate tax reduction plans and strategies for high yield clients, generating over $7.2MIL in annual sales.
• Provided sales support and advanced case design/management for high net worth clients ($20MIL+), designing estate tax plans, business and succession plans, retirement plans, and wealth management strategies.
• Provided marketing & sales support to close sales deals worth over $13M in 2007 and generated over $100M+ in target premium sales by the end of 2007.
• Contributed to overall department sales of $60MIL in Target Premium in 2006.
• Story Telling: Create compelling story narratives for teleconferences, presentations, and webinars that generate sales.
• Brand Management: Generate written story lines that generate sales. Maintain consistency from verbal, visual, and written messaging for marketing campaign initiatives.
• Webinar Training: Create Power Point presentations for Physicians to explain complex financial planning concepts into simple solutions.
• Strategic Leadership: Oversaw 5 Directors at a 70-man multi-cultural financial services firm. Accountable for establishing community relationships with business associations, along with staff development to drive sales goals.
• Public Speaking Mentor: Serve as an Officer and mentor members on persuasive selling and presentation skills. Obtained “Competent Communicators” Designation for completing 10 speeches of various aspects of presenting.
• Training & Development: I possess an ability to learn a process, master the process, and systematically teach and train others on the process. Financial operations, presentation skills, sales campaigns, and financial modeling are a few topics that I’ve trained others on.
• Meeting & Discussion Facilitator: Served as meeting facilitator/leader for groups ranging from 10 people to 40 people. Organized and systematic to maximize time efficiency and obtain “buy-in” towards team goals.
• Project Manager: Served as Project Manager & Team Member of projects ranging from workflow analysis, process improvement, marketing campaign management, compliance management, territory management, and relationship management.
• Intern Mentor: Served as mentor to 3 interns at financial services firm. Assisted in career planning, interview coaching, and provided resume feedback.