Experience

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  Security Benefit

  • Jupiter, Florida, United States

  • Senior Regional Sales Director

    • Dec 2017 - Feb 2024
    • Jupiter, Florida, United States

    Executive management and wholesaling of affinity partnerships within the K-12 education and governmental markets (e.g., 401(k), 403(b), 457(b) retirement plans and workplace solutions) cultivating essential relationships with influential leaders and members to facilitate sales team access and propel new product sales.▪ Bolster client base growth by 20% and a 10% penetration increase in the education and governmental markets by leveraging partnerships with diverse organizations to expand into new geographic regions while wholesaling programs to sales teams. ▪ Generated $50M in annuity sales and created workplace solutions cross-selling opportunities, forging strong relationships with the International Association of Fire Fighters by selling a private label fixed indexed annuity through a national team of independent financial advisors. ▪ Scale business growth by nurturing crucial affinity relationships with prominent organizations such as the International Association of Fire Fighters, National Education Association, and Association of School Business Officials.

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  Nationwide Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Program Director

    • Jan 2016 - Nov 2017

    Sales leader for a team of financial services professionals for the State of Florida's governmental deferred compensation program, implementing focused education and marketing initiatives that established a 20% surge in participation rates. ▪ Surpassed sales objectives and maintained 100% regulatory compliance by conducting regular in-field coaching sessions and closely monitoring sales activities with sales teams while ensuring adherence to performance metrics. ▪ Improved client satisfaction score by 25% for Florida's governmental deferred compensation program through innovative customer service initiatives and streamlining operational processes.▪ Elevated investment performance and improved participant satisfaction through cohesive collaborations with investment providers and conducting investment reviews to optimize the fund lineup for the State's deferred compensation program.

  • Institutional Sales Executive

    • Sep 2013 - Dec 2015

    Streamlined a robust sales pipeline by identifying target prospects (e.g., 401(k), 403(b), 457(b) retirement plans and workplace solutions), cultivating relationships with plan sponsors, board members, staff, and consultants, and leveraging connections to raise awareness and gather valuable competitive intelligence. ▪ Acquired governmental retirement plans valued over $100M in assets through strategic leadership, developing a robust sales pipeline, fostering key stakeholder relationships, and executing effective bid responses and contract finalizations.▪ Ensured a steady flow of qualified prospects and enhanced the organization's ability to capitalize on market opportunities by conceptualizing and implementing market-penetrating lead-generation processes.

  • Managing Director

    • Aug 2011 - Aug 2013

    Formulated and executed a comprehensive business development strategy, identifying new market opportunities and spearheading initiatives that resulted in a notable increase in sales revenue and market share. ▪ Retained all clients (e.g., 401(k), 403(b), 457(b) retirement plans), earning the distinguished Partnership Award for generating $1B in plan sponsor sales by maintaining strategic relationships with 14 esteemed governmental accounts, overseeing a substantial $2 billion book of business. ▪ Provided valuable workplace solution insights to plan sponsors, addressed their unique needs, and delivered tailored solutions that propelled plan growth as well as maximized participant engagement through deep industry knowledge and expertise. ▪ Established successful sales outcomes through persuasive sales techniques and customer-centric approaches.

  • Director Strategic Relationships

    • May 2003 - Aug 2011

    Executive relationship director with the International Association of Fire Fighters, representing over 330,000 members and 3,500 affiliates.▪ Generated over $5 billion in new defined contribution retirement plan and workplace solution sales.▪ Spearheaded acquisition of major governmental retirement plans in key cities (Indianapolis, Kansas City, Las Vegas, Orlando, Phoenix, and Salt Lake City).▪ Conducted seminars and facilitated negotiations resulting in over 300 successful new retirement programs, bridging relationships between fire union leaders and public sector decision-makers.

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  Security Benefit

  • Topeka, Kansas

  • Vice President of Business Development

    • Mar 2002 - May 2003
    • Topeka, Kansas

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  Nationwide Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Product Wholesaler

    • Feb 1996 - Mar 2002

  • Vice President Training Development

    • Jan 1995 - Feb 1996