Business Development Manager

• Feb 2019 - Present

Work as an industry and enterprise ambassador galvanizing reltionships with current and potential customers, while bringing in new customers increasing sales in an assigned territory. - Create and implement sales strategies that ensure professional goals are met and - Communicate with all current and potential customers, oversee present and future sales activity and provide solutions to customers - Coordinate effort with Customer contacts that is required to generate new sales and maintain retention of historical business - Update CRM and Submit activity reports that guarantee accurate records - Work successfully with other functional groups within the enterprise to encourage an excellent customer experience - Adhering to internal policies so expenses, account receivables and order fulfillment is sucessfully controlled. Show less

Operations Manager

• 2016 - 2018

Ran the day to day operations of the stores Ran the day to day operations of the stores

Regional Director

• Mar 2016 - Nov 2017

Financial Advisor

• Apr 2012 - Nov 2014

Responsible for the sale and marketing of financial and business-to-business services to individuals and corporations. Developed client relationships through referrals, sales calls, social activities, lunch and dinner seminars, and consultative selling. Responsible for the sale and marketing of financial and business-to-business services to individuals and corporations. Developed client relationships through referrals, sales calls, social activities, lunch and dinner seminars, and consultative selling.

Financial Advisor

• Mar 2010 - Mar 2013

Responsible for the sale and marketing of financial and business-to-business services to individuals and corporations. Developed client relationships through sales calls, social activities, lunch and dinner seminars, and consultative selling. Responsible for the sale and marketing of financial and business-to-business services to individuals and corporations. Developed client relationships through sales calls, social activities, lunch and dinner seminars, and consultative selling.

Regional Sales Director

• Aug 2008 - 2009

Responsible for the sale of proprietary mutual funds in the above territory. Developed partnerships with Financial Advisors and Management to help them increase their business through seminars, social activities, client events, and the use of innovative financial planning concepts. Responsible for the sale of proprietary mutual funds in the above territory. Developed partnerships with Financial Advisors and Management to help them increase their business through seminars, social activities, client events, and the use of innovative financial planning concepts.

Regional Vice President

• 2004 - 2008

Responsible for the sale of proprietary annuities. Developed partnerships with Financial Advisors and Management to help them increase their business through seminars, social activities, client events, and the use of innovative financial planning concepts. Increased 2007 sales by 25.2% {$118,727,000-148,646,000} Increased 2006 sales by 38.7% {$85,600,000-118,727,000} Increased 2005 sales by 28.3% {$55,000,000-85,600,000} Increased New Producer Totals by 35% Responsible for the sale of proprietary annuities. Developed partnerships with Financial Advisors and Management to help them increase their business through seminars, social activities, client events, and the use of innovative financial planning concepts. Increased 2007 sales by 25.2% {$118,727,000-148,646,000} Increased 2006 sales by 38.7% {$85,600,000-118,727,000} Increased 2005 sales by 28.3% {$55,000,000-85,600,000} Increased New Producer Totals by 35%

Vice President, National Speaker, Annuity Investment Specialist, External Wholesaler

• 2001 - 2004

Responsible for the sale of proprietary and non-proprietary annuities. Developed partnerships with Financial Advisors and Management to help them increase their business through seminars, social activities, client events, and the use of innovative financial planning concepts. The ability to understand the Wealth Management Platform from my Financial Advisorexperience brought tremendous value to the Advisor and Management to help grow their book of businessDirected $250 million in sales through 600+ advisors and 18 distribution partners. Launched 31 new products and 11 investment firms in 2001 and 2004.Increased 2001 Total Annuity Sales by 35% (rank 5 out of 32) 155,000,000Increased 2002 Total Annuity Sales by 42% (rank 3 out of 31) 210,000,000Increased 2003 Total Annuity Sales by 33% (rank 1 out of 28) 255,000,000Traveled the Country Speaking at Due Diligence Events as Merrill Lynch's Featured SpeakerWas a Member of the Field Strategy Council at MLIG Show less

Financial Advisor

• 1997 - 2001

Responsible for the sale and marketing of financial and business-to-business services to individuals and corporations. Developed client relationships through sales calls, social activities, lunch and dinner seminars, and consultative selling.Exceeded Sales Goals for a 2 year PDP ProgramYear 1999 Goal Attainment-Assets: 110%; Production: 195%; Financial PlansIncreased Client Base from 0 to 275 Accounts in 24 monthsIncreased Assets from $0 to $20 million in 24 monthsAwarded Sales Training Trips in 1999 and 2000 for Exceeding Sales Goals Show less