Osmund Marcellin Email & Phone Number

Salt Lake County, Utah, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

*Create detailed presentations regarding the benefits of back up childcare.* Analyze benefits structures and create implementation strategies* Develop quotes specific to companies size and geographical area* Help generating marketing plans and strategies

Charlotte, North Carolina Area

• Head ongoing development in regard to buying and selling appliances and reselling for a positive return on investment. Regularly meet and negotiate with vendors and customers to determine best prices on goods.Onboard.
• Established a strong network of vendors within a short time resulting in repeat business.
• Multitasked and prioritized projects under pressure of deadline to mitigate delays.
• Exceeded sales projections by 20% in first quarter, and sold merchandise in three months of production.

Charlotte, North Carolina Area

• Charged with overseeing Field Consultants and Adviser accounts and educating advisors on annuity sales. Built and established inter-departmental relationships to maintain quality assurance department-wide. As required.
• Honored as Top-Ranked Wealth Management Insurance Representative on team.
• Led hundreds of staff towards achieving over $20M in annual sales.
• Garnered reputation as mastermind on matters pertaining to life insurance and annuities.

Charlotte, North Carolina Area

• Partnered closely with clients to determine needs and effectively sell term life, universal life, variable universal life, fixed and variable after-tax annuities. In addition, conducted cost/benefit analyses to.
• Mastered corporate protocol to hit monthly goals and performance standards and cross train staff to avoid future delinquency on accounts and meet and exceed goals.
• Devised email templates which increase productivity and efficiency by 50%.
• Selected as Subject Matter Expert due to having handled between $5-10M annually in annuities.
• Escalated or resolved any and all client disputes to maintain a positive customer experience.
• Tested features, systems releases, and other process improvements prior to new task deployment.

Charlotte, North Carolina Area

• Cross-communicated and built relationships with key stakeholders to direct on retirement plans and regulations applicable to their individual needs. Built immediate respect among staff for knowledge and insight of best.
• Generated $97M+ of asset transfers in 2011 resulting in being named “Top Performer” among peers.
• Partnered with senior staff to offer input on placement of tax forms for a new website launch.
• Acted as key point of contract or subject matter expert on retirements account coverage.

Charlotte, North Carolina Area

• Onboarded new participants to TIAA through upselling its value proposition for retirement accounts and 401k plans. Secured solid relationships among newly onboarded customers and staff and leveraged value proposition..
• Utilized superior attention to detail while updating technical forms and financial report to optimize ROI.
• Achieved monthly goals and performance standards, closing over $5M in sales in 2009.
• Ranked among the top ten sales consultants in the National Contact Center.
• Trained incoming cohorts and staff on best practice for asset growth via a “Moveable Middle Project:” Brought low-performing, 50th percentile staff, to rank in the 8th percent.
• Excelled at consistent delivery of viable leads, greater than 20/month

Master'S In Business Administration

Bachelor Of Science - Bs, Business Administration And Management, General, 3.73 Gpa

Activities and Societies: Dean's List-May 2001 Delta Mu Delta (Business Honors Society)-May 2001 Alpha Chi Honors Society-May 2001