Corporate Risk Director

• Dec 2021 - Present

Account Executive, local, regional or national

• Mar 2020 - Dec 2021

Field Sales Director

• Oct 2007 - Mar 2020

• Increased territory sales 40% in 2018 and 25% in 2019 through recruiting and networking • Orchestrated new business channels through Chambers of Commerce and affinity groups reaching over 300,000 employees with agency partners creating a sales opportunity forecast exceeding $70 million over the next 5 years • Produced in excess of 40% over sales goal in a startup year. Reduced channel conflict between components that had never worked together in voluntary benefits case set… Show more • Increased territory sales 40% in 2018 and 25% in 2019 through recruiting and networking • Orchestrated new business channels through Chambers of Commerce and affinity groups reaching over 300,000 employees with agency partners creating a sales opportunity forecast exceeding $70 million over the next 5 years • Produced in excess of 40% over sales goal in a startup year. Reduced channel conflict between components that had never worked together in voluntary benefits case set up and enrolling. Maximized success across the enterprise to open dialogue between other sale directors and their enrollers • Decreased sales goal dependence on a single major producer over 24 months from 40% in 2018 to 14% in 2019 broadening the overall sales territory agency base and increasing the single major producer sales by 37% • Saved a key voluntary benefits agency from leaving by orchestrating their movement from an independent model to a captive model, delivered new agents recruited and increased sales by 30% in the 12-month pilot program • Accelerated efforts for access to product in New England states to support new geo-expansion enabling new sales where none had previously been. Generated 30% growth in first year

Business Development Manager, life and health sales, National Recruiter

• Nov 2004 - Oct 2007

• Optimized coaching of life and health sales agents through the rollout of ACA on how to retool their business practices and identify new sales opportunities • Expanded conversion of direct and senior market independent sales force to worksite markets achieving enterprise goal of 70% worksite from 30% • Delivered recruiting results through identifying, interviewing and contracting independent agencies across a fifteen-state region. • Developed and delivered New Partner… Show more • Optimized coaching of life and health sales agents through the rollout of ACA on how to retool their business practices and identify new sales opportunities • Expanded conversion of direct and senior market independent sales force to worksite markets achieving enterprise goal of 70% worksite from 30% • Delivered recruiting results through identifying, interviewing and contracting independent agencies across a fifteen-state region. • Developed and delivered New Partner Orientation presentations designed to foster conversion from contract to producer. 30 events with over 900 agency principles • Optimized partnership with sales support and sales directors to achieve 52% new agency sales conversion

Executive Recruiter

• Oct 2002 - Nov 2004

Source candidates for client firms to fill open positions within their company. Prospect for new job orders in the insurance and financial services industry. Source candidates for client firms to fill open positions within their company. Prospect for new job orders in the insurance and financial services industry.

Recruiting Operations Chief

• Oct 1978 - Oct 2002

Honorably discharged with pay grade of E-8, Master Sergeant. Began service as a communicator with Detachment Communications Company, Headquarters Battalion, 4th Marine Division in Indianapolis, IN 1978 to 1987. Entered Prior Service Recruiting from 1987 to 2002: Washington, DC; Denver, CO; MCRSC Kansas City, MO; Indianapolis, IN Served in progressively more complex roles of leadership including Inspector- Instructor at the national level and Operations Manager of Region 9… Show more Honorably discharged with pay grade of E-8, Master Sergeant. Began service as a communicator with Detachment Communications Company, Headquarters Battalion, 4th Marine Division in Indianapolis, IN 1978 to 1987. Entered Prior Service Recruiting from 1987 to 2002: Washington, DC; Denver, CO; MCRSC Kansas City, MO; Indianapolis, IN Served in progressively more complex roles of leadership including Inspector- Instructor at the national level and Operations Manager of Region 9 , north central US. Show less Honorably discharged with pay grade of E-8, Master Sergeant. Began service as a communicator with Detachment Communications Company, Headquarters Battalion, 4th Marine Division in Indianapolis, IN 1978 to 1987. Entered Prior Service Recruiting from 1987 to 2002: Washington, DC; Denver, CO; MCRSC Kansas City, MO; Indianapolis, IN Served in progressively more complex roles of leadership including Inspector- Instructor at the national level and Operations Manager of Region 9… Show more Honorably discharged with pay grade of E-8, Master Sergeant. Began service as a communicator with Detachment Communications Company, Headquarters Battalion, 4th Marine Division in Indianapolis, IN 1978 to 1987. Entered Prior Service Recruiting from 1987 to 2002: Washington, DC; Denver, CO; MCRSC Kansas City, MO; Indianapolis, IN Served in progressively more complex roles of leadership including Inspector- Instructor at the national level and Operations Manager of Region 9 , north central US. Show less