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, train, and manage incoming staff on business and accounting regulations and best practices. Key Accomplishments:• 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, liaised between departments to direct records management, update clients accounts, and avoid delays. Regularly multitasked under pressure of deadline to lay the framework for program initiatives and land winning sales.Key Accomplishments:• 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 determine coverage amounts necessary to protect client's health and assets.Key Accomplishments:• 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 practices pertaining to regulations and became a huge asset for training and mentoring new hires.Key Accomplishments: • 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. Key Accomplishments: • 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