Strategically collaborate with senior leadership to develop a results-focused annual sales strategy and lead implementation of strategy. Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners (IMO’s, BGA’s, and DMA’s) to acquire, grow and sustain the viability of those business relationships while achieving or exceeding production goals for life insurance products. Manage key distribution partner (IMO’s, BGA’s, and DMA’s) relationships at the C-suite level. Provide support and expertise to key distribution partners including face-to-face meetings, webinars, and virtual meetings. Conduct training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes and services. Utilize a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation. Regularly assess key partners in order to understand the needs and expectations of their business. Advocate on behalf of key distribution partners to ensure their needs, goals, opportunities, and concerns are understood. Perform vetting calls with prospective partners and onboarding meetings with new partners. Attend Independent Marketing Organization (IMO) conferences and perform main stage presentations to educate partners on products, programs, processes, underwriting niches, and sales tools. Collaborate with internal teams to create a cross-functional approach to provide solutions to distribution partners both proactively and reactively. Provide monthly sales ideas with personal video recordings and sales tools to partners. Analyze and manipulate data from many resources, and use tools for a focused, multiple touch-point process, which include a combination of face-to-face meetings, telephone calls, emails, virtual meetings, webinars, etc.

Exceeded persistency goal of 82%, cross-sell goal of $500,000 and client reference goal of 5 while proactively providing value-added solutions and managing customer’s expectations. Responsible for overall relationship and financial management of a portfolio of group benefit clients. Established and executed a business plan to focus on block management, persistency and growth. Maintained excellent working relationships with brokers and clients for their group benefit plans by providing end to end business solutions, education and service. Ensured a seamless implementation and lead client installation calls and on-site visits. Strategized on enrollment and re-enrollment needs and opportunities for clients. Responsible for the renewal process for a block of business: reviewed all experience information and relevant customer information to prepare renewal recommendations and cross sell opportunities.

Signed and on-boarded new channel partners increasing partner network 100% and revenue 20%. Developed and executed strategic business plans and channel marketing programs. On-boarded, trained and maximized channel partners to support business unit objectives. Served as channel partner’s primary point of contact for service, marketing and reporting needs. Created and assembled demand generation campaigns in collaboration with creative team.

Created and executed regional marketing plan and product launch strategies. Executed joint co-branded marketing communications with customers. Developed and executed a diverse range of marketing plans, strategies and tactics. On-boarded and trained customers on products and served as contact for customer communications. Managed third party marketing agency and activities to support business objectives.

Created and implemented new sales distribution program to facilitate channel cross-sell opportunities. Developed and executed comprehensive marketing strategies to leverage sales agents and partners. On-boarded and trained independent sales agent personnel on program and product details. Collaborated with internal team members to develop and deploy channel enablement sales tools.

Developed and executed strategic marketing plans to support direct and partner sales channels. Defined and managed go-to-market plan, including strategy, market opportunity, competitive landscape, product roadmap and pricing strategies. Developed competitive products, key positioning points and executed effective marketing initiatives. Created and maintained marketing micro-site to support product launches.

Developed and executed regional marketing strategic plans to support group benefits sales and persistency targets. Executed regional marketing plans, strategies and tactics to drive demand. Conceived and introduced new marketing programs to drive sales and persistency goals. Created and implemented continuing education program to increase broker engagement and position field sales personal as industry experts. Managed East Region annual marketing budget and monthly forecast.

Created strategic business plan to achieve National Account sales and persistency goals. Developed the National Account sales story including case studies and proof points. Implemented formal process to identify, plan, execute and measure national tradeshow sponsorships. Created and executed National Account direct marketing initiatives. Developed and executed thought leadership events and programs with internal subject matter experts.

Proactively educated senior leadership and field sales team on the company’s competitive position, opportunities, key threats, industry trends and competitors. Trained sales team on group insurance contract provisions and participated in finalist presentations highlighting key competitive differentiators. Monitored field office sales performance against target and identified impacting drivers associated.

Drafted group insurance marketing materials highlighting product features and benefits. Developed and implemented marketing review process and procedures.

Developed group insurance policies, certificates, agreements and contractual forms that resulted from the development of a new product, new legislation or policyholder needs. Conducted research to ensure contract language was approved by state insurance departments. Served as product subject matter expert on contract rewrite project.

Exceeded annual premium goal of $500,000 and case count goal of 50 lines of coverage. Promoted, sold and serviced group insurance products through a network of insurance brokers. Developed new broker relationships to expand sales distribution. Reviewed all experience information to prepare renewal recommendations and cross sell opportunities.

Managed block of business focused on persistency and growth, including cross sell initiatives. Served as primary point of contact for brokers and clients providing solutions, education and service.

Managed all aspects of rating, proposal generation and process steps in acquiring new business.