Kirsten Schlumbohm, Bpc Email and Phone Number
Kirsten Schlumbohm, Bpc work email
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Kirsten Schlumbohm, Bpc personal email
As the Vice President, Head of Annuity Sales at C2P Enterprises, I lead, manage, and coach a high-performing sales team that helps holistic advisors take their business to the next level through a simplified planning process. I have over 15 years of experience in finance, real estate, and sales, and I hold the SIE and Series 66 credentials plus my Life & Health Insurance license.I am passionate about creating new strategic partnerships, delivering key solutions, and hosting a podcast that educates and empowers advisors to serve their female clients. I have a track record of exceeding performance targets, empowering people, and optimizing processes for tighter collaboration. I am a change leader, a go-getter, and a non-linear thinker who seeks diversity in thought and welcomes challenges. I believe in building strategies outside of silos, so everyone is invested in and connected to the vision.
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Vice President, Head Of Annuity SalesC2P Enterprises Apr 2024 - PresentWestlake, Oh, Us//Lead, manage & coach a high performing sales team.//Create and execute sales strategies.// Help holistic advisors take their business to the next level through a simplified planning process,// Delivering keys solutions for advisors through our simplified planning process.//Host of A Woman's Clarity- Helping female and male advisors serve their female clients through education, insights and best practices.
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Vice President Of Annuity SalesClarity Insurance Marketing Jun 2021 - Apr 2024//Host of A Woman's Clarity Pod Cast https://clarity2prosperity.com/womans-clarity//Help wholistic advisors take their business to the next level through a simplified planning process,//Cultivate client, agent, and broker-dealer relationships while opening new marketing campaigns to allow advisors and agents to get in front of more clients and close more business. // Delivering keys solutions for advisors through our simplified planning process.
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Financial Services ConsultantFidelity Investments Nov 2019 - Oct 2020Boston, Ma, Us// Selected to join Fidelity’s fast-track training program with completion in 12 months, becoming a Financial Consultant. // Developed and grew client accounts as the primary while utilizing Fidelity’s tools and partnerships to execute financial plans based on the client’s goals and aspirations. -
Business DeveloperTucker Advisors Jan 2019 - Sep 2019Littleton, Co, Us// Cultivated client, agent, and broker-dealer relationships while opening new marketing campaigns to allow advisors and agents to get in front of more clients and close more business. // Delivered key metrics and core values through face-to-face and phone recruiting and business development, consistently exceeding call volume against peers. // Enrolled advisors at recruiting events by utilizing past relationships, new marketing campaigns, incentives, and keen negotiation skills to close the sales process. -
Team Lead/Senior Internal Wholesaler, AnnuityFidelity And Guaranty Life Mar 2014 - Nov 2018Des Moines, Iowa, Us// Led with an inspiring growth mindset and created a collaborative environment for more effective teamwork across sales. // Served as a key contributing member in maintaining Premier Service Exception processes by establishing strong guidelines and managing qualifications of internal partners. // Implemented new sales and business developments with targeted campaigns and product launches to hit revenue targets. // Established new training tools, resources, and materials that resulted in higher call performance and tracking. -
Broker Dealer Annuity Relationship ConsultantSammons Financial Group Mar 2012 - Mar 2014West Des Moines, Iowa, Us// Consulted with internal and external business partners to design sales strategies and assist with product features, benefits, proposals, competitive analysis, and product positioning. // Demonstrated outstanding performance, averaging 200 calls and 14 hours of talk time focused campaigns that increased sales from a $3M territory to a $250M territory over 2 years.// Mentored new agents, created and delivered formal onboarding programs. -
Regional Property ManagerThies And Talle Management, Inc Jul 2009 - Mar 2012// Managed a team of 14 employees while overseeing 10 apartment communities throughout Minnesota; focused on developing and maximizing long-term relationships with vendors and executive leaders to execute capital improvements. // Analyzed performance data, developed budgets, and reported on financial findings to senior leadership. // Built a sales team of 7 from the group up while managing new business demands and crafting a collective sales strategy.
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Area ManagerTimberland Partners Nov 2007 - Jun 2009Minneapolis, Minnesota, Us// Managed relationships with residents, met occupancy and renewal goals and exceeded NOI and EGI objectives. // Hired, supervised, and mentored a team of 14, supervising 540 apartment homes. -
Community ManagerTimberland Partners Sep 2006 - Jun 2009Minneapolis, Minnesota, Us// Managed relationships with residents by employing resident retention activities and sales techniques. 2008 Community Manager of the Year Nominee (Awards through Minnesota Multi-housing Association - Multi-housing Achievement in Design, Advertising & Community Support.)2008 Color Guide Ad Nominee with Apartment Finder Magazine. (Awards through Minnesota Multi-housing Association - Multi-housing Achievement in Design, Advertising & Community Support.) Promoted to St. Cloud Area Manager Nov. 2007 while managing 318 units.
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Trainer, Sales And DevelopementIng Apr 2004 - Sep 2006Amsterdam Zuidoost, Nl// Trained new hires on products, concepts, and systems, developed training and marketing materials. // Won "Marketer of the Month Award" 3x and received the "Above and Beyond" Award.
Kirsten Schlumbohm, Bpc Skills
Kirsten Schlumbohm, Bpc Education Details
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Iowa State UniversitySociology
Frequently Asked Questions about Kirsten Schlumbohm, Bpc
What company does Kirsten Schlumbohm, Bpc work for?
Kirsten Schlumbohm, Bpc works for C2p Enterprises
What is Kirsten Schlumbohm, Bpc's role at the current company?
Kirsten Schlumbohm, Bpc's current role is Vice President, Head of Annuity Sales.
What is Kirsten Schlumbohm, Bpc's email address?
Kirsten Schlumbohm, Bpc's email address is ks****@****ses.com
What schools did Kirsten Schlumbohm, Bpc attend?
Kirsten Schlumbohm, Bpc attended Iowa State University.
What skills is Kirsten Schlumbohm, Bpc known for?
Kirsten Schlumbohm, Bpc has skills like Leadership, Apartments, High Pressure Situations, Team Building, Strategic Partnerships, Public Speaking, Business Consulting, Fixed Annuities, Key Account Development, Insurance, Salesforce, Retirement Planning.
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