Carlos Galvan Email & Phone Number

Sanford, Fl, Us

Orlando, Florida, United States

Orlando, Florida Area

Dallas/Fort Worth Area

Led implementation and placement of complex life insurance products housed at 3rd party insurance companies. Managed workflow of 300+ cases and administered annual budget of $1+ million. Recruited, hired, and trained team of 12 direct-report New Business Analysts, Sr. New Business Analyst, and New Business Consultants. Monitored and ensured quality performance of services, including processing 3rd party insurance applications and Broker/Dealer forms, and coordinating insureds underwriting requirements.Coordinated efforts with 3rd party insurance and investment company vendors and internal departments and sales consultants. Partnered with Vice President in strategic planning, vision, and development of department. Served as Chief Compliance Officer and manage anti-money laundering program for general account products.

Managed training and communications of new business processes to outside departments. Collaborated with legal on new legislative changes impacting 101(j) rules; disseminated information to New Business team. Served as primary advisor and technical resource on implementation process to Vice President.

Financial services company working with non profit 501(c)(3) companies. Company dealt with 403(b) and S125 cafeteria plan benefits.Provided sales and business development leadership. Managed 6 direct report managers and 325+ sales representatives. Built product portfolios customized to clientele needs. Created winning cross-selling strategies for large opportunities. Developed productive working relationships with national and international investment companies. Partnered with Broker Dealer and Third Party Administrators to develop and implement Section 125 administration programs for Independent School Districts.