Liberty Life was acquired by Protective Life Corporation as part of a reinsurance deal effective 8/1/2018- Managed and led distribution through Protective’s largest acquisition incorporating both Liberty Life and Great-West. - Managed and served as a subject matter expert to duplicate strengths and utilize existing processes to fully integrate over 35 Bank Relationships. - Partnered with Channel Leadership to ascertain needs and develop plans which address current and long-term goals. - Consistently managed long-term, profitable relationships with bank back offices through problem solving, issue resolution and recommendation of enhanced processing or changes to increase revenue. - Established new and maintained existing client relationships by cultivating open and positive dialogue, ensuring high-quality service.

- Addressed client needs, by building internal and external relationships while striving to outperform and exceed profitability and revenues. - Ensured that the account plans are aligned with the client objectives and interests in order to exceed the client’s expectations - Recognized opportunities for account growth, then articulate the value proposition and ensure the implementation across all platform - Achieved financial results by partnering with the Director of National Account to manage the financial aspects of the account to ensure plan is met or exceeded in both growth and profitability- Partnered with Director of National Accounts to build Bank Channel by bringing on accounts listing in the Top 100 banks listed in the “global” list of banks and thrifts. Recognized for award winning performance including a Diamond, Sapphire Bravo Award. As well as gaining Top Ten Percent Employee recognition.

Developed effective business plans, achieved profitability goals and grew business and client retention.Strategized approaches to meet objectives and capitalize on emerging opportunities.Identified business development opportunities and implemented effective strategy for client acquisition.Continually built new client business within markets by pursuing strategic targets.Identified, implemented and enhanced marketing strategies by accounting for factors such as organizational objectives, market trends and costs.Developed professional sales presentations, seminars and exhibitions to creatively communicate product quality and market comparisons.Executed updated marketing plans to increase branding exposure, customer traffic and sales.Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities.Networked to build client base and promote products to new and existing clients.Met with advisors to discuss product needs, accomplish sales goals and facilitate sales growth.Analyzed sales performance and service feedback to drive organizational and operational changes resulting in greater profitability.

Transferred to New England Financial

- Developed and executed corporate marketing strategy including planning, advertising, budgeting, direct marketing, sales support, promotion and web site development and maintenance.- Prepared marketing plan including long and short-term strategy, pricing policy, and budgeting.- Supervised activities of outside consultants, copywriters, and advertising agencies.- Served as a public relations representative and ensure adherence to corporate identity standards.- Conducted market research regarding new market trends.- Worked with Engineering, MIS and Customer Service Department to design and maintain paper and web site catalogs, sales literature and customer information web sites.