Experience

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  Retired

  • Fargo, ND

  • Sales, Delivery Driver

    • Aug 2023 - Present
    • Fargo, ND

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  Carney Insurance Services, Inc.

  • Forrest Lake, MN

  • Life/Annuity Relationship Manager

    • Mar 2021 - Present
    • Forrest Lake, MN

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  The LeClair Group

  • St. Paul, MN

  • Executive Sales and Relationship Manager

    • Jun 2020 - Present
    • St. Paul, MN

    Manage the incoming and outgoing sales desk in the Life, Annuity, and Health Lines, working with independent agents across the United States. Duties include quoting, account management, case design, agent recruiting, and training needs ranging from basic to advanced life concepts. Relationship Manager to 30+ life insurance companies.

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  Self Employed

  • Minneapolis (Twin Cities)

  • Advanced Sales

    • Apr 2016 - Jun 2020
    • Minneapolis (Twin Cities)

    -Provide training and career guidance to over 300 independent sales professionals and staff in the areas of basic to advanced/complex financial and insurance planning concepts, basic to advanced account management skills. Subject Matter Expert in long term care planning for “special needs” clients, and the pre and post social security markets, senior/eldercare planning. Long Term Care Certified, Medicare Certified.-Offered textual, material and verbal feedback to a national publisher and testing institute -Publish and test all content for approaching publication update -Focus on documents related to insurance, financial services, and property/casualty (full multi line)-Adhere diligently to all applicable national testing standards

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  Minnesota Life/Securian Financial

  • Minneapolis/St.Paul, MN

  • Team Manager-Advanced Case Desgin Team

    • Jun 2015 - Sep 2016
    • Minneapolis/St.Paul, MN

    Deliver comprehensive leadership, motivation and coaching to lead a support team of advanced Sales and Technical Support associates within the Life Product Research and Advanced Sales Consulting departments Actively support sales and relationship building efforts with meaningful and sustainable distribution partnersWorked with Producers on implementing risk management, risk mitigation with High Valued Clients, and Ultra High Values Clients. Designing solution around these clients with their unique planning needs

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  USAdvisors Insurance Agency

  • Eden Prairie (Minneapolis), MN

  • Marketing/Sales Manager

    • 2014 - 2015
    • Eden Prairie (Minneapolis), MN

    Delivered sales, marketing, and internal wholesaling advisement to a national group of Independent Financial Advisors and Independent Insurance AgentsSelected, trained and managed all operational processes within a small Call Center settingOffered significant guidance with agents and producers in their approach and planning for their high valued clients

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  Self Employed

  • Greater Minneapolis-St. Paul Area

  • Independent Consultant

    • 2011 - 2014
    • Greater Minneapolis-St. Paul Area

    Drove training and career guidance efforts for more than 500 Independent Property/Casualty Sales ProfessionalsHoned in on the areas of advanced/complex sales, account management, relationship building and financial planning, among other crucial business conceptsProvided guidance on how to network with other producers relative to implementing unique planning needs for high valued clients

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  Ameriprise Financial Services, Inc.

  • United States
  • Financial Services
  • 700 & Above Employee

  • Internal Sales Wholesaler

    • 2009 - 2011

    Chosen to work with the top 5% of Financial Planning Advisors providing guidance on planning needs for high valued clients. Guided advisors on established "holistic" approach to provide service to these clients. This included full circle account management in financial planning, life insurance, retirement planning, high valued P/C planning.Crafted, developed, and introduced a holistic incoming and outgoing Call Center infrastructure for a new wholesale business segmentEffectively expanded the company’s portfolio of offerings to include non-proprietary productsActed as an internal Subject Matter Expert to Financial Advisors across the nation with a focus on the areas of business, commercial, farm/ranch, property/casualty exposures; illustrated inclusion of said areas in constructing a financial plan

  • Sr, Implementation Manager

    • Jan 2008 - Feb 2009

    Directly responsible for BMP product implementation, integration processes, and launches to the field, via dedicated internal call desk. Key liaison to Field Implementation Team of advisors/brokers for major launch initiatives.• Implemented back office procedures involving Partner Firms. This was done via negotiation and coordination of efforts between the Home Office and our Partner Firms. This impact was to create seamless message(s) between the Field, Partner Firms, and the Home Office, greatly facilitating communication and partnership.Managed Agency Operations staff. Created workflows that interacted with virtually every functional unit within company. These touch points ranged from recruiting to retirement, from daily agency operations to high level compliance issues.Recognized for introduction of a cost saving initiative resulting in a $560,000 cost save, in a major product launch initiative.

  • IMPLEMENTATION MANAGER – BROKERAGE & MANAGED PRODUCTS

    • 2008 - 2009

    • Directed the execution of new BMP products into competitive marketplace• Also managed the relaunch of a newly-enhanced suite of existing proprietary wealth management products and services• Garnered more than $560K in cost savings by centralizing go-to-market activities, which yielded a vigorous series of simultaneous product-launch events

  • DIRECTOR – BUSINESS ALLIANCES

    • 2005 - 2008

    • Worked as an internal sales and consulting Subject Matter Expert; personally handled the largest and most complex commercial property and casualty clients• Drove the introduction of cutting-edge initiatives that fueled noteworthy increases in fee-based plan sales across the company’s network of Financial Advisors that operated within the Broker/Advisor and B2B markets• Effectually defined opportunities to increase client and asset acquisition, as well as the sale of retail insurance and investment products• Also co-directed a record-setting implementation strategy for Sprint PCS

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  ING

  • Minot, ND

  • Director of Operations

    • 2004 - 2005
    • Minot, ND

    • Led operations, for the primary call center/customer service center for ING Financial Services in the United States, incorporating business needs for a major Call Center• Managed expenses, revenue goals and service-level objectives • Handled Compliance and Regulatory reporting, as well as Agent compensation• Supervised 11 Project Management Coordinators, 11 bBusiness Analysts, two staff Managers and one Supervisor• Also managed a $2M budget • Maintained superior level Call Center metrics• Implemented first-ever SOX 404 compliance and first-ever center-wide Business Continuity Plan (BCP)• Fueled continuous improvement development for internal policies and procedures.• Streamlined and improved back office support for partners via improved training, procedures and workflows, thus improving levels of communication that created efficiencies and increased sales • • • Estimated cost savings of $250K in operational costs

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  Clarica Life Ins

  • Fargo, ND

  • Director of Marketing and Sales

    • 2002 - 2004
    • Fargo, ND

    • Responsible for national marketing, product management, and development strategies, including final decisions on marketing initiatives for new and existing products• Product lines impacted-term products, universal life products, fixed annuities, and EIA annuities• Responsible for internal/external agency operations, and long-term operational planning• Responsible for local, state, and federal compliance issues, for over 12K Agents/Advisors • • • Handled Recruiting, Contracting, Sales Promotion and Compensation; directly responsible for multiple cross-functional business unit(s) that handled all product needs e.g. product concept to launch• Managed internal/external sales desk/customer service desk• Part of team that significantly increased company-wide marketing efforts via product development, implementation of new marketing strategies, market penetration, and agent recruitment• Resulted in gross revenue increase of approximately 500% (field sales) in a 14-month period

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  American Family Mutual Insurance

  • Multi State, and National scope

  • Sales Agt., Sales Man., Trainer, Porduct Man. Acct Man., Relationship Man., Senior Sales, Operations

    • 1980 - 2002
    • Multi State, and National scope

    SENIOR ADVANCED FIELD/ SALES MANAGEMENT TRAINING MANAGER – AMERICAN FAMILY MUTUAL INSURANCEDISTRICT SALES & OPERATIONS MANAGER – AMERICAN FAMILY MUTUAL INSURANCEREGIONAL AGENCY SERVICES MANAGER-AMERICAN FAMILY INSURANCESALES AGENT-AMERICAN FAMILY MUTUAL INSURANCEFULL MULTI-LINE INSURANCE EXPERIENCE-LIFE/HEALTH, PROPERTY/CASUALTY, BUSINESS INS, GROUP BENEFITS, 401K/RETIREMENT PLANS, FIXED/VARIABLE LIFE+ANNUITY, LONG TERM CARE, MED SUPP