Senior Manager Product Strategy

• Jun 2022 - Present

Senior Product Manager

• Feb 2017 - May 2022

Manager- Sales Support

• Jun 2015 - Feb 2017

Achieve revenue, customer, membership and/or profit earnings growth by providing strategic and technical support throughout the sales support process.

Senior Proposal Analyst- Sales Support

• Jul 2013 - May 2015

Responsible for supporting our Middle Market field sales force in growing Aetna membership by developing strategically oriented proposals that offer solutions to the customers needs. Entails assisting in the development of the sales strategy, preparation of financial response, preparing questionnaire responses, and delivering a timely and high-quality proposal response. Responsible for developing and maintaining technical knowledge and pricing methodology of all Aetna products and services. Additional responsibilities include coordinating responses to follow-up questions and organizing and assisting in customer focused sales presentations that showcase Aetnas strengths and how we differentiate ourselves from our competitors.

Financial Advisor, Investment Advisor Representative, Financial Services Representative

• Aug 2009 - Jun 2013

Worked to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being.Developed and implemented comprehensive financial solutions utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Worked to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being.Developed and implemented comprehensive financial solutions utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Teller

• Oct 2007 - Jul 2009

Teller

• May 2006 - Aug 2007