Madison, Wisconsin, United States
Over 20 years leading sales and marketing in banking, insurance, non-profit, investment advisor and broker/dealer distribution channels assisting in growing over $10 billion in assets under management and $225 million in revenues through brokerage securities, mutual funds and annuity products. My in-depth knowledge of all phases of business development, operations, sales & marketing, recruiting, and training, have built a strong base of common sense and business wisdom. Specialties: MARKETING AND SALES EXPERTISE Designed, developed, and implemented a comprehensive branding initiative that focused on financial products and services supported by newspaper ads, prospecting letters, telephone scripts, radio spots, FAQs on products and services, sales contests, recognition programs, integrated compensation and rewards programs, client newsletters, registered representative newsletters, calling campaigns, registered company logo, investment seminars, and investment website.
In charge of Sales and Marketing, product development, field recruiting, training and distribution.
Charged with starting broker/dealer financial services company. Built infrastructure. Recruited wholesalers to provide training, sales, and marketing support for the distribution of mutual funds and variable annuities. Aligned sales territories based on demographics and travel efficiencies. Initiated compensation and recognition rewards system that supported corporate goals and strategies. Held accountable for operations, marketing, brand and website development, communication, promotion, sales, training, comprehensive budgets, organizational structure, and contract negotiations. Report to Board of Directors.
Then AALCMC was a Fortune 500 Company and the nation's largest fraternal organization specializing in life insurance with offices and registered representatives nationwide, 2,100 home office employees and 1,700 registered representatives. Monitored, measured, and directed national sales activity and support. Supported corporate initiatives acting as consultant in marketing, sales, training, compliance, and product development with mutual funds and variable annuities. Implemented short-and long-term strategies. Developed and measured operational budgets, expense management, sales recognition rewards, activity tracking, outbound call campaigns and production goals.
ASSISTANT VICE PRESIDENT OF SECURITY SALES, APPLETON, WI, 1994–1997 In charge of home office support working directly with 5 national wholesalers developing training, sales material and investment seminars. • Received award as being #1 wholesaler nationally from field of 5. • Keynote Speaker at National Association of Fraternal Insurance Counselors.
Director of the Investment Center In charge of leading a team responsible for delivering securities-based products in a banking distribution channel. • Developed state-of-the-art cross sell programs between customer services lines, mortgage lending, small business accounts, 13 investment clubs, and exclusive program for area doctors called "Off Call". • Managed monthly “Lunch & Learns” for small business owners to facilitate networking opportunities through the bank programs. • Gained first-hand knowledge of balancing securities sales while promoting banking initiatives. • Guest speaker on a local call-in radio show on financial investing with a listening audience of over 50,000.