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Financial Services & Sales Enablement Executive | Profile 12193

An accomplished and solutions-oriented leader with extensive experience in the financial services industry, specializing in sales, business development, relationship management, and operations. Known for exceptional leadership skills, this Candidate has been instrumental in driving corporate vision, strategic planning, and translating objectives into actionable plans. A strong collaborator and communicator, this professional excels in building value and maintaining quality relationships at all levels, both internally and externally.

Professional Highlights:

Sales Strategy & Growth:

  • Played a pivotal role in achieving and exceeding yearly sales goals in life and annuity business lines, contributing significantly to the company's growth.
  • Developed a long-term strategy focused on enhancing advisor recruitment and retention, involving end-to-end strategies and continuous development programs, resulting in the company's notable rise in the Fortune 1000 rankings.

Relationship Management:

  • Established and maintained robust relationships with cross-functional teams and partnered effectively with field leaders, financial professionals, and senior distribution leaders to align with their needs and goals.
  • Actively engaged with industry-wide partners, including fund partners and broker-dealers, fostering strong industry relationships.

Program & Product Development:

  • Led the development and implementation of an innovative training strategy that significantly improved financial professionals' knowledge and understanding of life and annuity products, sales concepts, and client marketing materials.
  • Provided comprehensive product support from concept through to implementation, enhancing product knowledge and sales effectiveness.

Leadership Engagement:

  • Recruited and developed diverse teams, focusing on maximizing performance, growth, and success at both team and individual levels.
  • Demonstrated exceptional motivational skills, coaching, and development capabilities, fostering a culture of feedback, open communication, and tangible growth opportunities.

Professional Experience:

VP, Field Sales Support (2018 – 2023):

  • Served in a leadership role overseeing product development, marketing strategy, and sales experience, managing a team of approximately 50 direct reports.
  • Led strategic initiatives aimed at sales growth, including territory management, budgeting, sales goal setting, and comprehensive sales and trend analysis.
  • Developed and executed product and sales concept training strategies, including workshops, forums, and national training calls, significantly enhancing financial professionals' selling skills and product knowledge.
  • Established a client sales support desk and the first Advisor Forum, achieving 100% satisfaction among attendees, highlighting the innovative use of social media, technology, and home office tools.

AVP, Life New Business Administration (2016 – 2018):

  • Leveraged sales expertise and leadership capabilities to manage a team of 40+ associates, focusing on improving customer experiences and operational efficiency.

AVP, Distribution + Producer and Client Services – Annuities (2012 – 2016):

  • Managed multiple business areas, improving industry knowledge, empowerment, and problem-solving skills among sales and operation employees, leading to higher satisfaction scores.

Industry Leadership:

  • Actively participated in industry associations, coordinating membership, conference participation, and joint value-added calls, demonstrating a commitment to professional development and industry engagement.

Education & Licenses:

  • Holds a Bachelor's degree in Political Science.
  • Possesses FINRA Series 7, 26, and 63 licenses and is working towards a PA Life license.

This Candidate brings a proven track record of strategic leadership, innovative program development, and a deep commitment to driving sales growth and operational excellence. With a passion for developing talent and fostering strong industry relationships, this leader is poised to make a significant impact in any organization.

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