Manage day-to-day operations of professional staffing firm. Responsibilities include internal/external sales, training employees, and recruiting associates with the right skills and attributes that match our clients needs.

FAccess is an independent, unbiased variable annuity consulting firm focused on due diligence, asset allocation analysis, sales training, and ongoing service for financial advisors.Collaborated with financial services partner for 11 months to create, design, and launch a new variable annuity product. Hired and trained wholesale distribution team. Forecasted opportunities and executed new sales development strategy. Developed strategic account plan to drive retention, penetration… Show more FAccess is an independent, unbiased variable annuity consulting firm focused on due diligence, asset allocation analysis, sales training, and ongoing service for financial advisors.Collaborated with financial services partner for 11 months to create, design, and launch a new variable annuity product. Hired and trained wholesale distribution team. Forecasted opportunities and executed new sales development strategy. Developed strategic account plan to drive retention, penetration, profitability and growth within acquired accounts. Leads the customer account relationship for key accounts. Handles day to day operations including due diligence, analysis and training of advisors and sales personnel. Co-created first of its kind compensation package and territory management design which led to the hiring of 12 top external wholesalers and 5 internal wholesalers.Developed marketing materials; trained wholesalers to formulate effective messages and presentations to prospective clients Show less

Distributed fixed and variable annuities to Wells Fargo, UBS, Morgan Stanley, Merrill Lynch and others in NC and SC. Developed and implemented territory sales plan. Worked in concert with internal sales team to ensure alignment with territory plan. Identified prospective clients, prepared presentations, and followed up on client contacts to win new business. Deepened penetration within existing accounts by assisting advisors in formulating investment solutions for end clients… Show more Distributed fixed and variable annuities to Wells Fargo, UBS, Morgan Stanley, Merrill Lynch and others in NC and SC. Developed and implemented territory sales plan. Worked in concert with internal sales team to ensure alignment with territory plan. Identified prospective clients, prepared presentations, and followed up on client contacts to win new business. Deepened penetration within existing accounts by assisting advisors in formulating investment solutions for end clients. Recruited to Lincoln and named to 2010 Advisory Council based on reputation as the #1 wholesaler in the entire industry for the North Carolina market.Increased sales from $38 million to $73 million in two years.Increased territory sales ranking from 35th to 9th of 52 in 12 months.Increased the number of clients from 68 to 141 over that same period.Teamed with key marketing personnel and senior management to create impactful marketing literature and sales message for entire firm and that only firm-approved material was utilized in presenting to advisors and clients. Show less

Distributed fixed and variable annuities, 529 plans, 401k plans, Solo Defined Benefit and other financial plans to investment advisors in NC and SC. Developed sales through intermediaries via wholesaling efforts, building strong relationships, and executing an assisted sale model. Handled classroom training of new Edward Jones brokers in variable annuity products. Delivered weekly client seminars on all product lines. Led regional managers and sales VP’s to build critical relationships with… Show more Distributed fixed and variable annuities, 529 plans, 401k plans, Solo Defined Benefit and other financial plans to investment advisors in NC and SC. Developed sales through intermediaries via wholesaling efforts, building strong relationships, and executing an assisted sale model. Handled classroom training of new Edward Jones brokers in variable annuity products. Delivered weekly client seminars on all product lines. Led regional managers and sales VP’s to build critical relationships with firms and brokers. From 2000 to 2007, drove wire house sales from $43 million to $203 million, and territory ranking from 6th of 57 to first.Increased year-over-year sales volume between $19 million and $25 million each and every year. Ranked 5th of 77 territories in all channels in 2008; 4th of 53 in 2009.Produced $1.2 billion in sales revenue from 2000 to 2009. Member of the Advisory Board that created compensation plan that drove improvement in wholesaler retention by 18%.Helped with product design which led to Hartford being in the top 3 in sales among all insurance companies operating in the US from 2000 to 2008. Show less