Professional Talent

EXTERNAL WHOLESALER, SALES DIRECTOR

#1 Product Sales in East/West Territories | Expertise Defining and Positioning Competitive Advantage

Unparalleled Breadth and Depth in Retirement Planning and Long-Term Care (LTC) Solutions

Accomplished and passionate insurance industry leader with expertise in uncovering and creating opportunities through home office stakeholder management and field force development. Successful in achieving and exceeding competitive production goals and delivering revenue growth by educating and influencing agents, consumers, and industry partners.

KEY ACHIEVEMENTS

}  Led territories to #1 in the nation for life hybrids, annuities and long-term care insurance (LTCi), and captured year-over-year growth with New York Life Insurance Company.

}  Partnered with financial professionals to identify book of business opportunities and develop marketing plans to assist clients with retirement and protection planning.

}  Influenced marketing strategy and product positioning for New York Life and GE/Genworth.

CORE COMPETENCIES

Presentations and Public Speaking | Client Relations | Negotiations and Influence Building

Product Development Team Building and Leadership | Talent Development and Coaching

Strategic Marketing Planning |Sales and Business Development | Partnerships and Alliances | Channel Management | Competitive Intelligence

EXPERIENCE

NEW YORK LIFE INSURANCE COMPANY, New York, NY            9/2006 – 2019

External Wholesaler,

Life Hybrids/Annuities/LTCi (9/2006 – 2/2009, 9/2010 – 3/2019)

• Created and executed programs to complement the firm’s training and achieved production targets. Brought territory comprised of Boston, New York, and Philadelphia markets to #1 in annuity sales in 2012, outperforming all other territories.
• Provided wholesale customized retirement and LTC solutions. Supplied agents with products, tools, training, and case support to achieve personal and team production goals. Participated in client meetings to help close sales. 
• Motivated agents and consumers as presenter and keynote speaker for client seminars, agent training, and retirement planning events.
• Managed lead program, helping field agents maximize opportunities.

JOHN HANCOCK LIFE INSURANCE COMPANY, Boston, MA 2/2009 – 9/2010

External Wholesaler

• Boosted sales and pipeline activity for financial advisors at Smith Barney, Merrill Lynch, Edward Jones, and Ameriprise Financial.  Conducted advisor training and client workshops and met with advisors’ clients directly to provide expertise.

GENWORTH LIFE INSURANCE COMPANY, Richmond, VA     5/2005 – 9/2006

Marketing Manager

• Crafted product positioning and developed educational materials.  Spearheaded project to create a centralized resource repository for agents nationwide.  Presented interactive training sessions to distribution partners.

ADDITIONAL RELEVANT EXPERIENCE

LEGACY MARKETING GROUP, Petaluma, CA                                                        

Product Manager

GENERAL ELECTRIC (GE) FINANCIAL ASSURANCE COMPANY / AMEX LIFE, San Rafael, CA                                                                                                             

Brokerage Channel Account Manager

Manager, Strategic Marketing and Product Development

Senior Product Analyst / Agency Services Specialist

EDUCATION

Bachelor of Arts (BA) in Journalism

University of Arizona, Tucson, AZ

LICENSURE

FINRA – Series 6, 63; Life & Health Producer License