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Life Regional Vice President (Final Expense)
Education: College studies.
Affiliations: CSA. Life and A&H License. Predictive Index Worldwide: Customer Focused Selling 2009.
Description: Expertise as Regional Sales Director. Experience with Career Agencies, MGA’s, IMO’s, Broker GA’s and Independent Producers. Works in close harmony with home office departments. Successful at supporting & managing independent sales teams, recruiting, personal sales to seniors, sales training, marketing (research, design & implement campaigns), and assisting in product development. Consistently exceeds sales & recruiting goals. Experience with compliance, legal regulations and database management. Skills and experience include:
- Regional Director Western Region:
- Final Expense expertise. Life products designed to meet needs of seniors and their families.
- Oversaw 40+ GA Managers in the U.S. managing specific territories with semi-captive agents and offering agents a financed lead in-house lead generation program, reporting to VP, Sale/Marketing while working remotely.
- Consistently exceeded production goals, did $20M+.
- Coordinated extensive travel, meetings/presentations.
- Heavy experience with sales of life insurance for seniors.
- Analyzed reports to strategize new marketing, sales and recruiting campaigns.
- Developed strategies to evaluate progress, successes and identify issues, and problem resolution.
- National Sales Director (one of two):
- Oversaw sales of interest sensitive universal life and annuities to middle-income market.
- Field force comprised of independent GAs with their own full-time agents.
- Reported to VP, Sales and Market Development.
- Responsible to help drive profitable growth of life and annuity sales by recruiting GAs and assisting them in recruiting. Trained their agents on company’s products and sales materials and procedures.
- Consistently exceeded $30M+ goals for life sales.
- Exceeded individual annuity and 403B annuity sales goals. Did $65M+.
- Personally recruited and supported GAs having 3,000+ agents.
- Provided key assistance with developing & launching new products and presentation materials.