·Accelerated a client’s sales by 125%, generated $1M, surpassed company goals by 20%, and led all Southeastern US offices in recruiting representativesthrough developing/implementing a successful recruiting program and devising/executing a strategy to penetrate a new market.
·Streamlined communications between departments, senior staff/planners, and junior financial planners by implementing a team-oriented approach that bundled specialists, staff, and planners with various degrees of experience together into a single, highly-focused unit.Established a successful mentorship program.
·Increased sales by 15% ($300K) in one year through developing and directing two key programs that targeted new markets and included building a professional network for each market.
·Improved the bottom line by 13%, generated more than $92K, and increased planner payouts by more than 10% through aggressively negotiating contract payouts and generating carrier appointments.
·Generated annual personal production by 20% and retained 98% of clients during a declining market period through executing effective cross-selling methods and providing superior customer service.
·Drove sales by 664%, reduced overhead expenses by 23%, and captured $2.3M in a five-year period through enhancing efficiency, expanding a marketing platform to include national wholesale accounts, and revamping firm structure to recruit special positions that dealt with a specific area.
·Received the coveted Million Dollar Round Table designation; less than 1% of all planners achieve this.