John Gilfedder Email & Phone Number

Broomfield, Colorado

Originating any type of home financing, refinance, purchase home equity using FHA, conventional, non conforming, and VA financing.

• Regional Director for Rocky Mountain regionManaged and coached a team of Client Relationship Managers responsible for maintenance, retention and profitability of 401(k) accounts sold by Great-West. Provided guidance on.
• Maintained a plan persistency rate of 99% overall for region’s retention purposes by measuring and monitoring individual results.
• Formulated strategic initiatives to grow… Show more Regional Director for Rocky Mountain regionManaged and coached a team of Client Relationship Managers responsible for maintenance, retention and profitability of.
• Formulated strategic initiatives to grow revenue 15% each year by focusing on adding fund enhancements and increasing operational efficiencies on plans.
• Qualified for President’s club by achieving 99% overall persistency rate retention of plans and participants by leading and motivating individuals to achieve goals.
• Increased overall growth in region 10% each year by leveraging new products to existing customers. Show less

• Performed relationship duties, hired to develop a service model for Client Relationship Managers. Recruited, trained and managed eight Client Relationship Managers. Responsible for maintenance and retention of defined.
• Implemented and monitored business plans for each Relationship Manager, which resulted in a 20% revenue increase.
• Collaborated with marketing team and developed electronic enrollment presentations to use remotely. Reduced traveling costs… Show more Performed relationship duties, hired to develop a service model for Client.
• Collaborated with marketing team and developed electronic enrollment presentations to use remotely. Reduced traveling costs 30%.
• Orchestrated a training program and created modules for the service delivery team, which resulted in a 20% growth in participants. Show less

• Managed maintenance, retention and profitability of national and regional employee retirement benefit accounts totaling $800 million in assets. Provided regulatory compliance testing, facilitated ongoing investment.
• Successfully maintained 100% of accounts assigned by formulating… Show more Managed maintenance, retention and profitability of national and regional employee retirement benefit accounts totaling $800 million in.
• Successfully maintained 100% of accounts assigned by formulating business plans and communication campaigns. Identified needs and presented solutions to increase overall satisfaction
• Presented employee products group plan offerings and service standards to prospective and existing clients, increasing participation 15%.
• Implemented a custom campaign for a large national account that increased overall participation 30%. Show less

• Underwrote new retirement plans to fit the standard and enhanced levels of service offered. Conducted plan design profile calls to set up a new plan. Prepared plan documents to be used to administer plans in the 401(k).
• Developed and implemented training modules for sales team in the financial advisor distribution channels. This increased level of prospects 15%.
• Reduced errors 50% by formulating and implementing a new procedure for document… Show more Underwrote new retirement plans to fit the standard and enhanced levels of service offered. Conducted plan design profile calls.
• Reduced errors 50% by formulating and implementing a new procedure for document production.
• Facilitated a new plan set up document that reduced implementation set up time and increased overall sales 15%.
• Provided technical support and on-going assistance to new clients and financial advisors. Increased retention of plans 10%. Show less

• Recruited, trained and supervised Field Support Service Representatives responsible for supporting MetLife agents selling products to external customers. Resolved complaint issues and problems. Provided coaching and.
• Developed and implemented training modules and curriculum. Presented coursework to all areas of operation within the company. Reduced training costs $60,000.
• Provided a satisfaction rating of 99% by… Show more Recruited, trained and supervised Field Support Service Representatives responsible for supporting MetLife agents selling products to external customers. Resolved.
• Provided a satisfaction rating of 99% by improved guidance and coaching on calls to field support representatives.
• Increased sales activity 20% by conducting weekly meetings and keeping all representatives abreast of new system and product enhancements, product developments and procedural changes.
• Reduced overall abandon call rate 10% by creating quality service standards. Show less

Provide direct sales support to agents and brokers through the evaluation, underwriting and development of proposals.Acted as a technical resource answering questions on products and plans for the MetLife Resource agents regarding § 403(b), § 401(a), §457, § 403(a) plans.Assisted actuaries with product development.Advised and trained Metlife agents on.

Providing daily phone statistics for representativesHandling complaint calls and written complaintsAssisting Supervisor in Meetings