John Vaughan Email & Phone Number

Orlando, Fl, Us

Orlando, Fl, Us

Charlotte, North Carolina, Us

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Newark, New Jersey, Us

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Created a process to facilitate production, coaching, training, and development of PRM’s and bankers across 5 branches. Ran meetings, identified sales opportunities, and drove behaviors to ensure a positive customer experience. Conducted seminars and maintained comprehensive product knowledge. Maintained effective predictable contact with all bank partners.

Cincinnati, Ohio, Us

Responsible for maintaining a high visibility over a 5-state territory to achieve insurance sales goals with Investment Executives and licensed bankers. Created an easy, transparent, and repeatable process for the approval and scheduling of seminars and training for the FA’s, by leveraging wholesales & FA assistants. Ran meetings with FA’s and clients to close production. Demonstrated success by increasing insurance production by over 50% across the footprint.

Charlotte, Nc, Us

Hired to this position when BB&T purchased Colonial Bank. Worked closely with the Private Bank Team to foster relationships and manage “Million Plus” clients to maximize productivity. Covered 5 branches, including leading client meetings and trainings. Demonstrated success by increasing the book of business from $22 million to $85 million in just over 4 years.

Palm Beach Gardens, Florida, Us

Responsible for helping to grow a new division of Minnesota Life/Securian Financial. Demonstrated success by growing first year insurance premiums by over $125K working in natural markets.

Boston, Ma, Us

Worked with clients on advanced life insurance retirement plans in the physician’s market. Conducted educational workshops for business owners for Key Man and defined benefit plans. Worked with a partner to create over $250K in first year premiums and conducted workshops for long term care planning.

New York, Ny, Us

First job in the Financial industry. Completed extensive training program on all insurance and annuity offerings. Attained licensing and was “Rookie of the Year” in 1999 & 2000.