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 compliance consulting and participated as a valued member of the sales presentation team. • 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 401(k) accounts sold by Great-West. Provided guidance on compliance consulting and participated as a valued member of the sales presentation team. • Maintained a plan persistency rate of 99% overall for region’s retention purposes by measuring and monitoring individual results. • 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 contribution plans. • 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 Relationship Managers. Recruited, trained and managed eight Client Relationship Managers. Responsible for maintenance and retention of defined contribution plans. • 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 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 monitoring and acted as liaison for corporate investment committee. Designed and presented employee retirement education and enrollment modules. Participated as a valued member of the sales presentation team.• 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 assets. Provided regulatory compliance testing, facilitated ongoing investment monitoring and acted as liaison for corporate investment committee. Designed and presented employee retirement education and enrollment modules. Participated as a valued member of the sales presentation team.• 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) and 401(a) market segments.• 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 to set up a new plan. Prepared plan documents to be used to administer plans in the 401(k) and 401(a) market segments.• 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 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 provided daily feedback to representatives by monitoring calls.• 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 complaint issues and problems. Provided coaching and provided daily feedback to representatives by monitoring calls.• 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 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 Internal Revenue code and DOL requirements concerning plan design, plan qualification and taxation of contributions and benefits.

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