As a Regional PlanSmart Sales Director, I focus on the sales and successful delivery of the PlanSmart programs which include, retirewise, Transition Solutions, Deliver the Promise, and other Topical Workshops. I develop and manage strong relationships with new and existing customers and work with MetLife partners to share best practices for achieving sales goals and driving sales growth. I develop the PlanSmart sales strategy and business plan for my geographic territory and train and manage a sales team to successfully execute it.Metropolitan Life Insurance Company _MLIC_, New York, NY 10166. Securities products offered by MetLife Securities, Inc. _MSI_ _member FINRA/SIPC_, 1095 Avenue of the Americas, New York, NY 10036. MLIC and MSI are MetLife companies. L1114398299[exp0716][All States]

Delivered comprehensive, state-of-the-art financial planning solutions to a select group of executives, business owners and other successful individuals and families who have unique planning and wealth management needs. Offered a comprehensive suite of financial services that range from life, disability income and long-term care insurance to estate planning, investments and retirement planning. Provided solutions to corporate clients and their employees including benefits administration, risk management, purchasing strategy, business succession planning and retirement planning and education funding strategies.Developed a marketing brand and campaign to target women executives and business owners in the areas of financial services.

Managed recognition of Deferred Revenue for all European entities in compliance with SAB 101.Maintained reporting and consolidation of all European and Asia-Pacific entities in accordance with U.S. GAAP.Prepared Press Release for reporting purposes and Call Notes for executives.Monthly Management Report of financial data to include preparation and analysis of corporate performance against targeted earnings on a consolidated level.Assessed goodwill for compliance with FAS 141 and FAS 142.Assisted CFO, SVP of Finance, Controller and Director of Financial Reporting with special projects, such as budgeting, forecasting, acquisition support, financial reporting and procedural accounting ledger entries.

Completed financial statement audits for clients in industries including manufacturing, technology, entrepreneurial services, and financial services.Documented and tested the effectiveness of client internal control structures and business processes.Developed audit strategies tailored to meet each client's needs based on evaluation of internal control structure and knowledge of client's business.Prepared financial statements, including footnote disclosure, ensuring compliance with generally accepted accounting principles for both year-end audits and benefit plans. Assisted in recruiting events and participated in the peer mentoring program, advising new staff members on job responsibilities and professional development skills.