Over 20 years’ experience in marketing, client relationship, and business development roles within the Financial Planning & Insurance Industries. Expertise in strategic planning and competitive analysis ensures future business development through careful marketing of complex intangible options. Ability to make decisions quickly and judge situations effectively aids in both creating liaisons with agents and insurance companies. Has successfully handled senior paraplanning and community relations positions and has demonstrated the ability to analyze, inform, and advise agents on product information, client retention, compliance & underwriting, and market trends. Effective at finding potential new clients through database mining while developing existing client relationships through effective support and in-depth evaluations. Builds market position by locating, developing, defining, negotiating, and finalizing new strategic partners and products. • Account Management• Application Processing & Product Delivery• Business Relationship Building• Case Management• Client Acquisition• Client Meetings• Client Retention & Servicing• Community Relations• Compliance & Regulatory Controls• Consultative Selling & Problem Solving• Contract Management• Financial Case Design• Life Insurance Expertise• Market Segmentation• Marketing & Campaign Strategy• Networking & Lead Generation• New Business Development• New Market Development• New Market Identification• Operational Process & Planning• Partner Development• Product Underwriting Specifications• Project Management• Reports and Correspondence• Retirement, Business, & Estate Paraplanning • Sales & Sales Management• Seminars & Product Presentations• Team Leadership• Training & Development• Value-Added Reselling• Vendor Relationship Management
Listed skills include Insurance, Sales, Marketing, New Business Development, and 34 others.
