Fred Ott Email & Phone Number

New York, Ny, Us

New York, Ny, Us

• Helps lead team of GAFG Sales Consultants, using creative and proven methods to motivate and mentor, while training and assisting in the development process of new employees.• Manages the internal phone queues and coverage, while monitoring the “IMO Annuity Email Box” and “Daily Call Stats” reporting to ensure efficient response time and accuracy of information provided to GAFG’s clients.• Provides product and client case sales support to financial professionals, while explaining in detail the features, benefits, and advantages of GAFG’s annuity and life product suites, cross selling and passing on leads to internal and external wholesalers to help grow sales.• Creates personalized, web-based hypothetical illustrations while ensuring financial representatives and their back-office counterparts have proper sales and marketing materials.• Acts as liaison between the GAFG home office and wholesalers in the field.

Radnor, Pa, Us

• Developed an intricate training curriculum for Lincoln’s external and internal sales teams to help successfully launch Lincoln’s new variable hybrid LTC product.• Coordinated across multiple departments to manage and lead live virtual nationwide training sessions.• Created and edited videos and training materials for an on-line library accessible to the salesforce for ongoing training needs.• Utilizing various methods of metric tracking, provided analysis and feedback to Lincoln’s leadership team on areas of opportunity for new product development and future training needs.• Led classroom style learning sessions to educate new hires on Lincoln’s entire suite of hybrid LTC products and how they compare to all of Lincoln’s top competitors.

Radnor, Pa, Us

• Product knowledge expert with special focus on Life and LTC portfolios across major carriers.• Leveraged market metrics and LIMRA analysis to provide data backed insight on client cases and marketplace alerts. • Provided advanced case design, product and insurance review support while managing and delegating tasks from the CSG inbox and case report as needed.• Led on many ad hoc projects including product training kits, marketing material, virtual trainings and agent approved presentations.

Radnor, Pa, Us

• Coordinated and executed sales and field support, performed advisor and client conference calls, supervised case management of new applications and tracked team goals while educating advisors about the importance of creating Long-Term Care plans with their clients.• Raised production in two territories covering 7 US states by an average of 19.7% annually from 2011 to 2016.• External sales, travel and presentation experience, substituting for the Missouri and Iowa External Wholesalers when needed.

Bala Cynwyd, Pa, Us

• Acquired and managed client finances and accounts. Through networking, cold calling and self-marketing, established and maintained excellent relationships with clients while managing and tracking expenses. • Created personal and organizational wealth strategies and advised clients on which financial and insurance vehicles they should purchase to fit their plans and goals.

• Worked closely with design and product management, the internal sales desk, External Wholesalers and Divisional Sales Managers to plan and implement marketing and promotional programs for products, brands and services.• Trained newly hired or recently promoted External and Internal Wholesalers, Sales Associates and Business Development representatives on current sales and marketing campaigns, collateral and processes, and their use in the field. • Analyzed business requirements, developed appropriate programs and coordinated longer term projects using complex problem resolution and financial analysis while managing vendor relationships and various approval processes.

• Increased market share of the ING variable, fixed, and immediate annuity product lines through cold calling, mass mailing, marketing and sales campaigns, and by maintaining constant contact with both current and new producers.• Partnered with an External Wholesaler, established and developed business relationships with financial representatives of independent broker/dealers in Kansas, Missouri and Oklahoma.