The Villages, Florida, United States
Revenue-oriented professional with over 25 years’ experience in financial services marketing including digital, customer experience, lead generation, marketing automation, campaign strategy and channel account ownership. Strong B2B and B2B2C experience with a concentrated focus on achieving excellence in customer service and building impactful client relationships.
• Create, execute and implement strategic marketing plans to support product rollouts and enhancements amongst distribution and external partners • Collaborate with distribution to identify opportunities and create strategic campaigns to drive sales and increase producer engagement • Act as marketing SME on product agile teams creating go to market plans supporting product launches and enhancements that align and support the end to end sales process
• Collaborate with distribution and business partners to identify opportunities for leveraging data capabilities that support strategic initiatives and achieve sales goals • Provide analytical B2B campaign support identifying trends and insights that matter and provide KPI recommendations to drive sales • Acting as Chief Product Owner for team’s agile framework, responsible for sprint planning criteria and ensuring team’s works is aligning with quarterly strategic objectives
• Created a digital training tool directly connecting advisors with customers, enhancing customer experience and service while underscoring the company's customer-focus commitment. Coordinated planning and execution to ensure a thorough, effective and results-oriented approach. • Developed and implemented measurement-based digital campaigns to strategically position AXA’s financial products, aligned all initiatives with sales and marketing objectives and business goals, and closely monitored success rates to foster targeted growth opportunities among distribution partners. • Devised digital communication strategies for internal and external sales and developed content to position AXA’s product lines and further enhance relationships with top producers • Executed a national sales contest including communications to the field, tracking of results, web content and coordination of conference incentive trip that generated over $10.5 million of sales over a six-month timeframe. • Identified as part of the leadership team within marketing to create and implement process improvements, strengthen team dynamics and create greater efficiencies.
A profitable home staging business servicing people who need help in preparing their home for sale • Successfully brought in new business and delivered results. My staged homes went under contract on average 28 days compared to national average of 35 days • Responsible for all aspects of the business with a heavy focus on marketing, identifying target audiences, creating a business plan, writing and producing marketing materials, building and designing a website, digital monthly communication and direct mail campaigns to attract potential customers
Was responsible for strategically positioning MassMutual’s supplemental disability income product within the worksite marketplace. Managed multi-faceted projects partnering with Sales and Product teams to identify key market opportunities and develop strategic marketing initiatives to grow the MultiLife Disability Income business. Managed the MultiLife marketing team to support existing strategic initiatives to effectively impact case enrollment and participation with key employers and employees. Successfully managed multiple projects in a deadline-driven environment using strong project management skills and attention to detail .
Created all marketing materials and developed communication plans to launch new fixed annuity product. Sales revenue: $38 million in the first six months of release. Manage the client communications area within marketing which is responsible for all communications to annuity contract holders including SEC required mailings, quarterly newsletters and performance materials. Created and managed a division-wide comprehensive continuing education program adopted nationally by financial representatives as well as internal sales force. Manage marketing materials for annuity products from concept to completion, including key messages, design, production and launch/awareness campaigns. Create and manage multiple types of communications, including, html campaigns, website content, direct mail, slide rules, CDs and promotional items.
Worked closely with key accounts to increase sales and build relationships with outside independent financial advisors and wire houses. Served as designated account manager, supporting their marketing needs in helping to grow business. Worked one-on-one with PXP’s mutual fund managers to develop compelling literature that effectively communicated and promoted investment philosophy and style. Developed and distributed plan documents, direct mailers and brochures for employers and clients of retirement plan products. Played an integral role in updating the quarterly performance of the mutual funds, focusing on accuracy of material and meeting tight deadlines. Developed and produced detailed presentation and training materials for inside and outside distribution channels. Managed budgets and inventory for individual and department-wide programs and materials.