Amy Johnston, Crpc® Email & Phone Number

West Chester, PA, US

West Chester, Pennsylvania, United States

Substitute teacher in West Chester Area School District

Greater Philadelphia Area

Designed and executed integrated enrollment, service and growth strategies via group and one on one meetings.Increase sales and profitability in a $13m book of business comprised of 80+ life insurance, disability and worksite clients by adding new lines of coverage and increasing plan participation.Positioned voluntary benefits to plan administrators and.

Build and maintain relationships with our sales partners in the mutual fund, annuity, retirement plans and life insurance groups in addition to Nationwide’s affiliated broker dealer (NFN) to ensure strategy alignment and increase revenue for Nationwide Funds. Collaborate with marketing to develop and drive campaigns to increase the sale of Nationwide.

King Of Prussia, PA

Partnered with product marketing to develop mutual fund and annuity positioning for value add topics such as behavioral finance, social security and healthcare to drive sales across business lines. Produced recurring direct mail, web based and email marketing campaigns targeting Top 200 clients in partnership with IT, marketing agencies and business lines.

Developed advanced sales ideas to increase sales across multiple product lines on topics such as behavioral finance, Social Security and income planning, gathering IRA rollover assets, using Roth IRA conversions to create a product sale and legacy planning. Created the Me, Inc website for income planning.

West Chester, PA

Led a new position to expand ING’s annuity and mutual fund presence in all channels and firms by delivering proactive sales ideas demonstrating the unique positioning of ING's annuity and mutual fund products. Increased product sales by traveling with 55 – 100 wholesalers and conducting group sales presentations and individual meetings. Average sale ranged.

West Chester, PA

Assessed products and trends to advance ING' s competitive position in the annuity marketplace. Collaborated with senior leadership to design new products to help ING compete more effectively. Increased territory growth by educating sales teams on the most effective strategies to target specific companies and their product offerings.

Partnered with sales managers and wholesalers to increase product sales via advanced sales case design typically ranging in size from $500K - $1.5M. Case design was centered around annuities in IRAs, credit shelter trusts, charitable planning and non-qualified annuity planning.