Award-winning, performance-driven, detail-oriented professional with a proven tr
ack record of exceeding performance targets, cultivating client relationships, e nhancing account revenues, and achieving the highest levels of customer satisfac tion. 15 years solid experience in the insurance, investment, and financial serv ices industry. Recognized ability to see the big picture and quickly find solut ions for improvement. Stellar performance in driving sales, creating opportunit ies, lead creation, and relationship development through tireless and relentless results-oriented performance. Highly proficient in a fast-paced environment whe re multi-tasking, absolute quality control, deadlines, and quotas are mandated. Focused, top-notch talent for resolving customer issues quickly and effectively even in high pressure, uncharted, and tight deadline situations. CAREER PROGRESSION Prudential Financial, Plymouth, MN 2005 2008 Life Insurance Retention Representative Instrumental in consistently creating and closing sales opportunities by quickly developing rapport with orphan clients calling to terminate their insurance pro gram. Provided clients with a policy analysis, advantages of maintaining program , and/or offering alternative programs providing affordable protection. Created new sales opportunities through aggressive lead development and marketing. Instr umental in the implementation of streamlining telephone procedures, creating the potential to capture 5,000 sales opportunities. Appointed to sales illustratio n team to provide expertise based on exceptional personal performance. Recipien t of multiple awards for dedication, exceptional productivity, sales success, an d customer service. American Express Financial Advisors, Minnetonka, MN 2003 2004 Para planner/Assistant to Franchise Senior Financial Advisor Provided a key role in the financial planning practice Advisor for AMEX. Launch ed sales and marketing efforts through aggressive lead generation, cold calling, and relentless follow-up which resulted in significant increases in scheduled a ppointments, customer portfolio evaluations, and new client assignments.
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Transamerica Financial / AEGON, St Louis Park, MN 2001 2003
Internal Wholesaler Recruited by Transamerica to drive sales and market annuities and life insurance products to external wholesalers, primarily with Chase and PNC. As an internal wholesaler, was charged with processing 80-100 incoming calls and making 100-15 0 calls to brokers; consistently exceed those numbers by 50-100%. Tenaciously a nd relentlessly promoted products, developed strong relationships, processed new business, and rose to the top producer position for 2 consecutive years. Miller, Johnson, Steichen, Kinnard, Inc., Minneapolis, MN 1999 2001 Annuities Product Manager Through aggressive contact management, marketing, and relationship development, realized an increase in assets under management by 40%. Developed contracts wit h 50 life insurance companies; actively marketed the Top 10 companies through in ternal and external brokers. Created and implemented easy to understand marketi ng spreadsheets of the most highly rated insurance companies for use by the brok ers during their presentations. Wrote and maintained critical product informati on on company Intranet serving as a tool for brokers to use as part of their sal es presentation. Developed weekly luncheons as a vehicle to build relationships with 30-40 external brokers by scheduling experts in the field as guest speaker s during the informal gathering. Oversaw invitations, catering, scheduling speak ers, and facilitated the meeting. American Express Financial Advisors, Minneapolis, MN Process Consultant (1992-1998) Service Consultant (1990 1992) Charged with providing key services in product support, transaction processing, and client services in mutual fund asset management. Completed extensive traini ng in operational procedures and IRS tax regulations to evaluate tax issues on t rades, based on clients situation. Responded to customer concerns in exceptiona lly timely and detailed manner, resulting in often being appointed to represent supervisor in his/her absence. Started a new product Strategic portfolio servic e, a mutual fund wrap product. Recipient of multiple performance accolades and recognition. EDUCATION 1 BA, Political Science, University of Minnesota * Minneapolis St. Paul, MN 2 Life & Health Licenses