- FIRM COVERAGE: LPL, Commonwealth, Stifel, Advisor Group, RBC Capital Markets, Janney- CHANNEL: Broker-Dealers, Independents, Financial Institutions, Third Party Distribution- Marketed and sold Variable & Fixed Indexed and Fee Based Annuities and Life Insurance - Created new relationships, fostering current ones and securing product approval at firms- Created & executed product launch strategies in collaboration with our BD partner firms- Identified COI strategy with firm contacts, wholesalers, top producers & key stakeholders - Created, designed, implemented retention & growth strategies with varying distribution entities - Coordinated relationship & sales education of key stakeholders in the product distribution chain- Worked with client firm’s home offices, COI, advisors, wholesalers & sales management - Partnered with FMO/IMO partners to increase the level of education and product sales - Managed business plans, budgets & negotiations with partner firms to maximize partnershipS - Created “White Glove Service” program for wholesalers and partner firm contacts - Experienced in advanced market strategies including:- Social Security, Estate Planning, Domestic Tax, 401(K), Defined Benefit, 529- First to market the company’s fee-based annuity at high profile independent BD resulting in $3M in immediate sales- Launched Firelight and other AOE platforms (paperless annuity application platforms) at key firms - Launched the first 10 year FIA in a regional wide BD which quickly became the #2 selling product at the firm- Increased sales from $36M to $100M in one year, after taking over relationship in high profile regional wire firm - Launched a series of “road shows” across the country which resulted in increased sales

- Delivered curriculum and sales training courses to large and varying groups Nationwide- Presented to new hires on annuities, product training, and SalesForce CRM- Explained product positioning, industry trends, sub account options and sales ideas- Delivered product & industry training across the country to large groups of financial professionals- Created and mastered training sessions on SPIN selling - Developed the RVP-U curriculum, designed to help internals become external wholesalers- Created BOLD program to develop professionals seeking management positions - Sales lead conversion rate of 82% was the highest in the organization- Transitioned 10 Internals to Externals with a 100% retention ratio after 3 years- Through the BOLD training track, 8 people became senior level managers in the organization

- TERRITORY: DE, NJ, PA- CHANNEL: Broker-Dealers, Independents, Financial Institutions- Marketed and sold Annuities to Financial Advisors via telephone and face to face meetings- Managed strategy and coordination of a three state territory supporting 3 external partners - Contributed to company sales and marketing initiatives by setting up high close ratio meetings - Consistent top performer, ranked top 5 of 65 internals

- Financial professional providing solutions to clients for Long Term Care and Insurance needs- #1 sales professional in the organization at converting leads into sales - #1 in Long Term Care sales in the organization