We are a premiere and essential partner of the nations leading financial and insurance advisors helping them to consistently achieve seven figure production levels. For over 18 years our boutique firm has become one of the top leading firms hyper focused on ingredients which make advisors ultra successful. I oversee all teams within the company such as: marketing, sales, recruiting/hiring, process management and creation, customer service, IT, project management, underwriting, training, human resources, business processing, product, and servicing.

Oversees national/international sales, and marketing team for Intelligent Lead Distribution technology services company "Help On Demand". Position responsibilities include increasing new SAAS sales nationally/internationally, establish pricing, contracts, develops national strategic partnerships, and alliances, contract negotiations, negotiating Government contracts, project management, sales team member selection, sales team development, and training, marketing collateral creation and implementation, developing affinity business partnerships, explore and manage multiple distribution channels, assist in oversight of client accounts and retention, develop new marketing and sales strategies for client acquisition nationally/internationally, involved with client product implementation, oversees sales metrics, goals, branding, established business partnerships, develops sales and business plans, sales and business processes and oversees some corporate projects.

Currently managing and developing over 500 Independent sales professionals and agencies within Colorado, for a Fortune 6 company. Recruit, train and develop sales channel in the areas of product knowledge, sales skills development, marketing and sales strategies, business processes, goals, sales metrics, product knowledge, budget and technology. Involved with corporate projects, seminars, educational events and WebEx meetings, field training, compliance, and overall sales operations of the business development channel. Train sales channel on use of several corporate technical sales tools, sales software, CRM systems, enrollment systems, and processes to grow their individual sales.Create/manage business and sales processes for increasing sales and revenue. Also manage retail sales kiosks across the metro area to increase product sales and company awareness in addition to other sales operations.

State of Colorado non-profit Exchange/Marketplace. Responsible for the development of the mufti-faceted 1,500+ person distribution channel of independent brokers and agent delivery channel. Creates strategies, technology sales, sales strategies, sales operations, ancillary products, sales incentives, training, hiring, customer retention strategies, sales policies and procedures, developed a lead producing sales tool, contracts, tactics and key segments of the sales delivery channel, which includes agents, brokers, web based entities and carrier dedicated sales channels. Products include ancillary, small and large group and individual insurance products and Insurance Officer. Also works with compliance, operations, marketing and legal teams on contracts, compensation, product development and project management.Manages sales distribution channels, project management, oversight of account management. Assists in design and implementation of product offerings, State and National Government Sales and Partnerships, online sales and sales support systems required for success of the sales delivery channels. Implements sales metrics and analyzes sales data and results for all sales channels. Presents sales channel results and strategies to the board of directors and senior management. Continuously monitors all aspects of the organizations sales and operational efforts and makes recommendations for improvement.Establishes and implements policies, standards and procedures for training, certification and continuing education of sales distribution channels.Builds business partnerships with community leaders, business owners, industry associations and relationships with insurance carriers.

Avera is a non-profit private Health insurance carrier Exchange/Marketplace and is a high value and strong mission driven organization committed to its members and innovation within the healthcare industry. As a member of the senior leadership team, I created and recruited direct sales channel and managed National online sales, developed technology sales platform, Large/Small Group products, Self Funded, individual and Medicare sales, exchange/marketplace, marketing, project management, direct to company sales, broker network and partnerships. Manage and lead sales and marketing efforts to drive patient business to hospitals, clinics and doctors through establishing relationships within these facilities and communities. Create business planning for sales,marketing and operations. Directive is redesign, build and maintain new distribution channels for products and services, establish ad campaigns, marketing collateral design and management, sales compensation design and management, sales incentive design and implementation, product development, sales reorganization, develop and manage sales and marketing metrics, implement healthcare reform initiatives, lead corporate projects, sales performance, process management and improvement, online/exchange development and sales management, hire/train and develop all sales channels. Develop strategies for increased demographic growth, public relations, create and manage community value added programs, analyze sales, marketing trends and statistics, coordinate healthcare regulatory and compliance issues, develop innovative strategies for company growth and market share. Involved with community relations, industry associations and insurance carriers.