Define and lead digital platform transition to enhance UX for advisor, customer, and Transamerica experiences. Develop case studies, customer journey boards, customer experience (CX) mapping / planning, A/B testing parameters, and research/identify industry trends and growth opportunities to show value and ROI of digitizing business.For more information about Transamerica Capital, go to: https://www.transamerica.com/ or for careers, go to: http://careers.transamerica.com/

Recruited by director to build new position focusing on investment B2B initiatives and identify opportunities regarding efficiencies, redundancies, and growth. Managed 5 direct reports (2 full-time remote employees). Leveraged TPS and utilized CJM to identify and address pain points, outliers, and obstacles in process.

Promoted to position after 1 year as Assistant VP of Marketing Content. Tasked with rebranding and repositioning written and digital marketing communications with customers. Managed up to 17 marketing associates for annuity products. Partnered with sales, business development, and marketing managers to prioritize, plan, and coordinate key programs and activities.

Brought sales background and key learning experiences to role and built foundational partnerships between two organizations to address and improve messaging and positioning to customers; initiative started evolution in how organization approached future sales and marketing. Created engaging messaging and point-of-sales tools that changed advisor habits. Pushed consistent messaging and collateral throughout sales force.

Led, mentored, and trained team of 24 internal wholesales in Southeast region. Turned around struggling sales team to become #2 in sales, #1 in team activity, and productivity as well as only team with low attrition rate and lasting relationship with same Division Vice President. Redefined call metrics from “Number of Dials” in a day to metrics/KPI’s that were focused on the customer needs and priorities (Solution Selling). This change had a direct and immediate impact on sales, retention and… Show more Led, mentored, and trained team of 24 internal wholesales in Southeast region. Turned around struggling sales team to become #2 in sales, #1 in team activity, and productivity as well as only team with low attrition rate and lasting relationship with same Division Vice President. Redefined call metrics from “Number of Dials” in a day to metrics/KPI’s that were focused on the customer needs and priorities (Solution Selling). This change had a direct and immediate impact on sales, retention and loyalty. Through motivation, accountability and passion, the team consistently exceeded call KPI/Metrics: Advisor contact, Talk time, Conversations, Assistant contact, Pipeline reporting, Service, Tools and resources. Show less

Reversed underperforming region and consistently met or exceeded quotas for wholesale mutual fund products in the Pacific Northwest region.Won $MM accounts by building relationships, business development, and presenting latest investment theories and science of asset allocation to groups of up to 30 consultants and planners.

Recruited and promoted ~12 months faster than average to external sales position from internal sales. Consistently exceeded quotas, growing territory sales from $24M to $46+M in first year. Trained all PNC new hires.

Met or exceeded all metrics for internal wholesale annuity, mutual funds, and wealth transfer products in the Southeast.Within first 3 months, invited to join corporate SWAT Team responsible for researching and presenting to RVPs competitor analysis / recommendations as well as delivering sales training and product presentations.