Single point of contact for the retirement plans of clients ranging from $50M to $150M in assets.

Manage relationships with assets primarily from $30 to $60M. Also serve as main service contact for several key intermediaries in the New England area.

Key Accounts; Share Responsibility for over 50 clients ranging from $30 million to over a billion. Assist in the delivery of executive summaries, business plans, and investment reports to clients and their advisors. Drive profitability of assigned book of business, and identify “second” sales in order to hit revenue goals.Work hard to maintain persistency over 97%. Manage concession limits along with team members for the territory as a whole.Work as a Project manager to oversee plan design changes as they navigate through the various departments to ensure successful completion.Work as a pricing liaison to help myself and other Key Account teams to identify levers that effect and drive profitability.Interact with financial advisors to help meet their needs. Help foster the “advisor first” mentality.Build executive summaries and annual business plans to capture industry trends, economics ideas, regulatory updates and plan demographics. Configure presentation to improve plan design and create “win-win” situations.Work daily in Salesforce (Pruforce) to keep track of client and intermediary interactions. Keep a solid of record of all pertinent activity associated with my book of business.

Managed an internally transferred, $300 million book of business, moving the Client Survey results of 13 out of 15 clients unhappy to 15 out of 15 clients very satisfied in a one year period.Achieved high retention by taking ownership, working hard to solve problems, maintaining constant communications and managing internal initiatives.Represented Relationship Management on the Income Flex Development Team, teaching the team how to efficiently roll out the product, positioning Prudential to add $35 million in retained assets.Drove the optimum client model to meet 4% cash flow and 98% retention and revenue growth, addingmany “optimal” features to plans including automation, auto enrollment and asset allocation tools:Awarded for the first fully optimal implementation of Income Flex.Initiated and implemented a completely automation solution for a $20 million client, overseeing operational implementation to improve processes while reducing expenses at least 10%.Added auto enrollment to two clients in one year, solving a discrimination testing problem for them, achieving high customer satisfaction and long term health for the plan.Added Income Flex to another client and removed the lifetime fund so they only had one asset allocation tool, boosting efficiency, enhancing Fiduciary compliance and retaining $200,000 in the plan.Implemented Income Flex for two clients and entered final stages with a third in one year. Identified ten cross sell opportunities, resulting in seven sales of additional products including major sells such as defined benefit plans.Participated in sales finalist presentations, leading to sales representing $20 million in assets.Initiated and served as Relationship Management liaison with Finance, spurring pricing model improvements, profit maximization and expense reduction.

Won the nationwide sales contest, leveraging consultative selling, product knowledge and closing techniques, achieving 25% of all sales made during the contest.Added five 401(k) s per year, positioning the company to increase revenue by $200,000 annually, and prefunding the defined benefit plans to invest assets more aggressively.Functioned as Communications Director and Account Manager:Partnered with clients, defining goals, designing and implementing 150 communication strategies annually.Led enrollment meetings, educating large and small groups regarding the importance of savings, plan provisions and plan investment choices.Providing one-on-one investment review consultations.Conducted Fiduciary reviews with CFO, CEO, VP of HR and other decision makers.Reviewed pension and 401(k) with boards, solving problems and driving plans into the future.Initiated, developed and trained other pension consultants on a new pricing model in collaboration with the Pricing Department, enhancing understanding of possibilities for each individual client.

Built a successful business from the ground up, hiring and managing an office of 10-12 finance representatives as the Registered Principal, growing the business to a $600,000 payroll while achieving all operational and financial targets. Implemented a retail selling strategy for new financial representatives, training and mentoring individuals.Continued managing $10 million of current book of business from Edward Jones, reviewing stocks, providing recommendations and introducing products, achieving 100% retention.Provided consultative selling, specializing in retirement and qualified plans including SEP’s, SIMPLE’s, 401 (k)’s, and 403b’s.

Managed an individual investment office as a Registered Principal.Developed long term asset allocation strategies to help 70 clients meet their financial planning needs and goals, building portfolios for 13% growth. Oversaw approximately $20 million in assets, employing a variety of sales strategies including cold and warm calling, direct mail campaigns and face-to-face meetings. Developed and presented seminars on investing strategies, 403bs and mutual fund options.

Participated on a key team to support ten prominent Fortune 500 clients, each with up to $1 billion in assets, including Microsoft, General Dynamics and General Motors, meeting with CFOs, Presidents and HR Directors to discuss plan strategy, assess results and improve plan efficiency.Managed a $2 billion book of business, supporting 20 clients including MIT Lincoln Labs and Unilever, determining strategy, assessing results, discussing investment options and holding participant education sessions. Rewarded for retention, total assets under management and cross-sell results:Achieved nearly 100% retention, never losing a client due to service.Achieved 30 cross sells of fidelity mutual fund products, doubling applicable mutual fund income,Generated an additional $10,000 annually on non-qualified plans, $30,000 annually on defined benefit plans and $5,000 annually on executive benefit plans.Provided consultative selling, partnering with an Investment Consultant to offer the best performing and best-priced investment platform.Managed a staff of analysts responsible for research, reporting and development of client support material.

Management Rotational Training Program in conjunction with MBA at Babson.