Laguna Hills, California, United States
Results-driven professional with a solid 20-year accomplished career track. Exceptional communicator with a consultative sales style, strong negotiation skills, exceptional problem solving abilities, and a keen client needs assessment aptitude. Demonstrated success in managing multiple portfolios and maintaining excellent customer satisfaction. Dedicated to professional development. Aggressively identifies opportunities, develops focus, and provides tactical business solutions. Specialties: Strategic & Tactical Planning Competitive Sales Analysis Sales & Marketing Account Development Budget Management Team Building & Leadership Target Marketing & Penetration Public Relations & Speaking Program Development Sales Team Training/Supervision Sales Presentations/Closing Client/Vendor Relations Analytical Financial Research Individual Client Consultation Assessment of Economic Trends Building Key Strategic Relationships Proficient in Microsoft Office
* Perform comprehensive financial planning solutions for Southern California clientele specializing in distribution strategies * Create and Implement marketing strategies for Emerald Blue Advisors including seminars, online presence, and new business acquisition
•Provide strategic marketing plans for SCC, including but not limited to, club events, corporate sponsorship, online marketing (Facebook, website, etc.), collateral, and advertising •Create and implement annual communications plan •Represent SCC with vendors, media, and corporate representatives by providing exclusive interviews, photography, articles, etc. •Schedule, coordinate, communicate, and implement logistics for club events •Coordinate, schedule, administer, and present club business for the annual meeting •Ensure members are abiding by the membership agreement guidelines; resolve issues of misconduct, disputes, or inappropriate behavior as required
•Run agency marketing systems, producing $18-$20M of annuity premium per year •Generate new business through networking efforts and execution of creative marketing plans implemented within strict advertising budgetary guidelines •Research data and create actuarial tables •Identify unique business opportunities, execute corporate presentations and negotiate contracts •Initiate product positioning strategies and marketing plans •Manage financial planning for individual portfolios; educate and assist clients with products such as Life Insurance, Mutual Funds, Annuities, Stocks, and Bonds •Analyze financial markets and client needs; monitor investment accounts; conduct annual reviews •Personalize and relay accurate plan information to clients; maintain a high level of customer satisfaction •Assist clients in meeting their financial needs upon and throughout retirement •Organize and maintain high volume of clients in a fast-paced environment •Recruit, train, and manage new sales representatives •Coordinate, plan and execute logistics for financial seminars •Coordinate and conduct training events •Recruit, manage, and train office staff •Recruited 42 agents in one month (record at the time) •Ran one of the largest AFMO’s for Allianz Life for five years