Summary

Objective Opportunity to utilize proven Business Development, Training/Facilitation, and Sales & Marketing skills to enhance the corporate image, optimize product exposure, and increase revenue.

Work History

Work History
Oct 2007 - Feb 2009

National Sales Trainer

AIG VALIC

·Acted as Team Lead directing the activities of two subordinate individuals.

·Managed and directed activities of field trainers responsible for providing all sales training activities to field force of 1600+.

·Established communication standards between National Sales Trainers and home office personnel.

·Developed monthly activity standards for National Sales Trainers and reporting procedures.

·Established monthly rotation schedule for all National Sales Trainers which led to a “3 out/1in” rotation schedule thus leveraging personnel and resources.

·Created an evaluation metric for use by all National Sales Trainers.

·Maintained budgetary adherence for self and all direct reports.

·Coordinated all training events with local staff representatives.

·Provided individual training/coaching/mentoring activities to 41 first year advisors.Seventy-five (75%) percent achieved or exceeded goal of generating at least $1,000,000.00 in production.

·Provided all sales training events in two (2) Regions comprised of two (2) Regional Office and twenty-five(25) District Offices in twelve (12) states.Eighteen (18) of twenty-five (25) Districts had at least 50% of all representatives assigned achieve yearly production goals.

·Delivered educational workshops/seminars at client groups solidifying relationship within the group.

·Conducted at least one (1) learning event in each District during year.

·Presented on average 70 learning events per month to an average 237 advisors.

·Participated in client group events, exhibitions and fairs promoting organizations service and solutions.

·Created several training courses including; “Maximizing Referrals,” “Five Legacy Planning Mistakes,” “The 360 Planning Process,” “Time & Territory Management,” et al.

Served on Regional level advisory committees providing guidance and direction to training activit

Sep 2006 - Jul 2007

Director, Business Development

Infinity Financial Group, LLC
Increased total organizational revenue by 12% in first six months. Responsible to manage annual operational budget of $3,000,000.00 Direct daily sales, management and operational functions for six office firm. Lead firm training functions for 20+ representatives.
May 2005 - Jul 2006

Regional Marketing Director

AEGON - Western Reserve Life
• Maintain and service existing business relationships within assigned territory contributing to organizational revenue generation of $5 million in life insurance sales and $252 million in annuity sales within in the first six months of 2006. • Develop new business relationships by providing business coaching to 200 top producing representatives resulting in a revenue increase of 12%. • Manage annual travel and promotional expense budgets of $36,000.00 within prescribed corporate guidelines. • Represented the organization at several national and regional trade shows and conferences resulting in product introduction and training to over 2000 representatives from the financial services industry. Acted as primary speaker and representative of the organization leading discussions on sales training, market development, and product knowledge enhancement.
Oct 2001 - May 2005

Director of Training, Advanced Sales

AEGON - Western Reserve Life
• Managed all aspects of organizational training functions. • Developed 5 core training sessions utilized throughout the organization and credited with increasing revenues system wide by 33%. • Scheduled and facilitated 12 major training events in 6 separate locations reaching 3000 financial services representatives. • Developed and presented core curriculum for World Group Securities national sales conference to their top 500 producers. • Managed the production and publication of over 5000 supplemental training materials. • Worked with organizational Vice President to develop and adhere to departmental budgets. • Acted as lead instructor and facilitator at all events presenting to approximately 10,000 individuals. • Expanded staff from four to twelve due to program successes. • Co-Created on-line training library consisting of 50+ training titles and courses. • Coordinated certification requirements with all State and Federal regulatory agencies for all instructors.
Mar 1995 - Oct 2000

Independent Financial Representative

Secure Futures, Inc.
� Generated total sales volume in excess of $2.5 million by providing financial planning services to 300+ families and 100+ independent business owners. � Experienced a 42% increase in generated leads by conducting multiple client informational seminars and workshops, resulting in increased close ratios per leads generated. � Licensed through Mass Mutual and National Planning Corporation. � Presented solutions including Life Insurance, Disability, Long Term Care Insurance, Annuities, 403(b) plans, and Mutual Funds.

Education

Education

BS