Accomplished Senior Executive Articulate, Financial Services, Insurance, Retirement, Education Focused Background
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As a high-energy sales leader with a history of driving exceptional P&L growth at multibillion-dollar investment firms, I thrive on building top-performing teams and long-lasting customer-relationships. I’m proud of turning around struggling businesses and building high-integrity cultures that attract talented new candidates, former team members, and entire competitor business units. With a constant focus on P&L, I maintain constant focus on optimizing team productivity and customer reach via technology solutions. At ease in front of audiences, I enjoy public speaking and have a passion for creating and leading innovative sales training programs. EXPERTISE: Proactive Head o a Sales Administrative Team| Wholesale of Insurance Products | Advisory Services & Mutual Funds | Retirement/403(b)/457 Market Space | Fixed, Variable, and Buffer Annuities | Permanent Life Insurance LEADERSHIP: After exponentially growing my prior employer’s wholesaling business with The Legend Group, I was hired to be its National Sales Manager with responsibility for leadership, P&L, and strategic planning. During my tenure there, my team grew total AUM to $1.8B and boosted sales by 400%, successfully reaching target clients, including retirement platforms, broker dealers, and RIAs. In this role, I’m proud of building a highly productive team with virtually zero turnover. Teams led included: • 500+ advisors • 10 regional vice presidents • 30 independent branch managers • marketing, sales, training, and RFP response teams • a team of 9 direct reports for Legend’s RIA Fee-Based Account Division Major initiatives included: • developing and implementing an advisor training program for RIA fee-based assets • redesigning the compensation structure • recruiting targeted agencies • providing innovation to sales and administrative teams • automating the RFP response • revitalizing the annual sales conference • restructuring the marketing team and revamping branding
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