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Donna Rich profile image

Donna Rich

Practice Development Director at Penn Mutual
Intro Book
Seasoned operations and marketing executive with 30+ years of experience.
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Location
New York City Metropolitan Area, US
Skills
  • Operations Management
  • Marketing Strategy
  • Staff Management
  • Employee Benefits
  • Coaching
  • Show all
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Bio

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Donna Rich is a seasoned executive with 30+ years of experience in operations management, marketing strategy, and staff leadership. She has held various roles in top insurance companies, including Practice Development Director at Penn Mutual and COO at National Life Group. Donna has a strong educational background, holding a Bachelor of Science degree from Rutgers University.

Experience

  • Penn Mutual
    • Wilton, CT
    • Practice Development Director
      • Jun 2010 - Jan 2024
      • Wilton, CT

      Manage and oversee all operations and operational staff in NJ and CT locationsSupport agency sales, recruiting and trainingDevelop business and marketing plans at agency, adviser and team levelsHold management team and staff accountable for execution of yearly business plansHandle all fiscal responsibilities for the agencyAccountability partner for professional and practice development for solopreneurs, advisor teams and financial professional teams

  • National Life Group
    • Cedar Knolls, NJ
    • Executive Director
      • Jul 2000 - Jun 2010
      • Cedar Knolls, NJ

      Managed all operations and professionally held accountable for revenue generation for life, annuity and investment sales, recruiting and retention of advisors resulting in retention of over 50% in five yearsResponsible for managing staff of 12 from hiring, training, supervising, reviews and terminations for ineffective performanceOversaw all divisions of back-office support including advisor training, advanced markets, technology, broker dealer on-boarding, compliance, contracting and licensing, underwriting, and marketingCOO for two firm locations in NJ and Wilton, CT. New office openings, on-going office maintenance, technology connectivity, staffing, and financial management.

  • MassMutual Financial Group
    • New Business
      • 1998 - 2000

  • National Life Group
    • New Business
      • 1993 - 1998

  • AXA Financial
    • Supervisor
      • 1978 - 1985

Education

  • 1974 - 1978
    Rutgers University
    Bachelor of Science (BS), Health and Physical Education/Fitness
  • Irvington High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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