Shaping and driving strategic direction of the business, advancing cross-functional strategic initiatives, developing compelling product positioning, and supporting implementation of new and innovative product offerings.

–Drive global operation growth through significant, strategic initiatives, customer insights, innovative market concepts, digital solutions, and agile design, development, and execution–Play integral role vetting ideas, facilitating concept creation and collaborative discussions, providing and sourcing subject matter expertise, managing initiative processes, structuring and evaluating social media campaigns, and driving overall cross-functional engagement–Partner with country counterparts to support development and training of product strategy, management, feasibility, design, implementation, and post-launch review

Was responsible for managing, shaping, and executing the Group Universal Life (GUL) and Group Variable Universal Life (GVUL) Advanced Markets product strategies for profitable growth within the Group Insurance Life Product portfolio. Conducted competitive market research and performed comprehensive analysis to determine the future of the Advanced Markets products including competitor product standing, pricing, market demand, administrative burdens, and operational expenses. Also lead on-going efforts to proactively review and improve the product offering—develop and implement product enhancements including new features and plan design changes.

Conducted competitor analysis to meet Investment Policy Statement (IPS) criteria. Proactively made mutual fund recommendations to clients and responded to client requests. Partnered with analysts to create illustrations and projections. Conducted cold calling and prospecting to build client base. Exceeded all sales goals and production requirements consistently.

Conducted data analysis and risk-tolerance assessments of client portfolios to determine client needs. Researched competitor products and made strategic recommendations to maximize growth and minimize risk. Provided Estate and Tax planning to clients in various market segments such as GLBT, Special Needs, and Pre-Retirement. Project managed implementation of Defined Benefit and Defined Contribution pension plans. Partnered with marketing to customize letters, flyers, and brochures used in various market segments. Created and delivered PowerPoint presentations at product seminars and client meetings.

Conducted data analysis and risk-tolerance assessments of client portfolios to determine client needs. Researched competitor products and made strategic recommendations to maximize growth and minimize risk. Created and delivered PowerPoint presentations of product portfolio to prospective clients including life, disability, and long-term care insurance, annuities, and mutual funds. Executed all financial trades for mutual funds, stocks, bonds, and options.

Compiled data and conducted comprehensive analysis of financial portfolios. Researched competitor products and made strategic, needs-based recommendations to clients for life, disability, and long-term care insurance, annuities, and mutual funds. Managed analysts and support staff, delegated tasks, and provided direction on projects to meet deadlines.