A dynamic and accomplished Business Development and Client Relations retirement plan executive with a strong record of delivering results. Over 25 years of experience identifying and capitalizing on opportunities to penetrate markets, develop relationships, exceed objectives and find innovative solutions to compete in the retirement plan market. Recognized leader with demonstrated background in training, developing, mentoring and motivating advisors/consultants and team members to meet and exceed organizational and individual goals. Exemplary interpersonal skills used to interact and cultivate strategic relationships with stakeholders, team members, senior leaders, vendors and clients.Proven ability to combine passion, creativity and drive with well-developed communication and problem-solving skills. Consistently managed multiple projects simultaneously, streamline operational efficiency, develop goals, instill continuous process improvement, cultivate client rapport to improve engagement, and establish customer -focused policies and procedures. Key Competencies:Profitable Distribution GrowthMarket IntelligenceConsultative selling Client PresentationsAdvisor/ Consultant RelationsStrategic Business Initiatives Process Improvement NegotiatingOrganizational LeadershipTerritory Management Training and DevelopmentCommunicationCorporate and Tax-exempt marketsDecision makingCustomer FocusedMarkets: Corporate and tax-exempt retirement plans - 401k, 401a, 403b, 457,NQ, DB, fixed and stable value
Listed skills include Annuity Sales And Sales Management, Retirement Plan Sales And Sales Manangement, Life Sales And Sales Management, Team Leadership, and 23 others.