career objective                              

results-driven business development and sales training expert eager to contribute superior communication, marketing, and problem-solving skills toward supporting the employer optimize financial and operational performance

 

profile                                                

ø  offer fourteen years of progressive marketing, business development, relationship management, and sales training experience with expertise in the investment, insurance, and asset management arenas

ø  proactively identify and capitalize on opportunities to penetrate and develop markets; excel in developing and presenting campaigns and executing successful programs

ø  outstanding public speaking skills; extensive experience delivering educational seminars and sales presentations

ø  solid experience in targeting and managing wide variety of clientele/accounts

ø  dynamic communication, negotiation, and relationship management skills

ø  sharp business acumen and experienced in managing broad scope of operations, including market research, educational campaign development and management, internal team-building, and strategic sales

ø  proactive team player equally effective in independent and collaborative environments

 

professional experience                

texas life insurance company, indianapolis, in                                                                                                                                2007 c 2008

regional director, sales & marketing

         successfully oversaw sales and marketing operations of north central u.s. territory for this leading subsidiary of metlife

         facilitated communication between independent brokers and home office; ensured that corporate objectives were met

         actively developed and implemented product and sales training modules; updated and redesigned marketing, communication, and training materials

         worked closely with brokers and enrollers to increase productivity and achieve optimal performance

 

american fidelity assurance company, indianapolis, in                                                                                                                  2004 c 2007

regional sales trainer

         effectively conducted and supervised product and sales training initiatives for eastern and southern u.s. regions

         created and instituted innovative insurance and investment training units for field sales personnel; instructed staff on business development and promotion

         served as national trainer for all investment products

 

bank one investment management group, indianapolis, in                                                                                                             1994 c 2003

senior education consultant (1999 c 2003)

         in recognition of superior performance, steadily progressed within company to achieve senior-level position; cited for exceptional presentation skills

         developed educational solutions for market expansion while servicing existing customer base

         nurtured relationships with national clients for large-scale 401(k) plans; provided ongoing support and education

         designed and delivered major campaigns tailored to client-specific needs

         consistently achieved and exceeded team goals while meeting deadlines

retirement education consultant (1997 c 1999)

         proficiently led a variety of group educational seminars; customized presentations to best fit client objectives

         designed institutional communications strategies to educate employees in 401(k) plans, investments, and retirement planning

treasury management representative (1994 c 1997)

         acted as primary technical liaison for diverse portfolio of corporate clients; successfully evaluated customer needs and developed solutions

         managed and grew corporate accounts, performed business development functions

         proactively marketed multiple cash management products to enable clients to increase cash flow, identify investment opportunities, and facilitate account reconciliation

 

education                                           

indiana university, indianapolis, in

bachelor of arts in communication

 

~ professional development~

nasd series 6 and 63 licensed ~ accelerated learning training methods™ ~ professional selling skills™