Managed relationships with partner firms and outside vendors to increase market share and revenues, ensure compliance, introduce new products, resolve escalated issues, and maintain carrier accountability for systems deliverables.
Drove business in a Southwest region from $100M in 2005 to $130M in 2006 and set a record of $156M in 2007 by serving as a keynote speaker at several events that generated $10M per event.Played a key role in keeping a Jacksonville, FL territory in the top five annually by growing business from $267M in 2003 to $280M in 2004 and to a record-setting $300M in 2005.
More than tripled market share for an outside partner from $4M in 2006 to $14M in 2007 by providing expertise in best practices.
Collaborated with a partner to acquire a corporate client that purchased plans for all 45 employees in addition to the owner’s personal plan, which resulted in $5M in new assets under management.
Tracked, researched, and reported data from customer surveys to develop client-based solutions for enhancing the relationship between customers and a company.Streamlined turnaround time by designing a new format for reporting and compiling data nationwide.
Created a matrix—implemented company-wide—to assist advisors in selecting appropriate products for clients.
Introduced a new format for compiling data to ensure the accuracy of client information.Reduced account rebalancing time by identifying manually cut checks that were not reported on daily files.
Participated as a member of a strategy council that pioneered changes to streamline replacement business processes and improve the sales compensation package.