Lily Hodges Email & Phone Number

Us

Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.

Charlotte, North Carolina, Us

• Newly formed team focused on delivering high level, high touch service to Top Producers.• Built strong relationships with Top Producers and their office team to support their operationsneeds. • Partner with Wholesalers, Division Sales Manager, and Head of National Annuity Sales to provide world-class service for top advisor's new business, licensing, post-issue, and claims needs. • Salesforce taskforce member. Our goal is to seek consistent and efficient processes in the utilization of Salesforce for our KPP team.

• Worked and guided individuals and families with their insurance needs including; Life Insurance, Long Term Care, Medicare Advantage, and Medicare Supplement Plans.• Direct to consumer point of sale, needs assessment, and sales presentations.

Baltimore, Maryland, Us

• Launched and developed a newly formed sales team of 11 internal wholesalers across four product lines; Life insurance, Long Term Care, Group Long Term Care, and Medicare Supplement.• Directed and managed the internal sales activity for the western region consisting of 31 states and $160 million total paid annual premium. • Built process for sales driven activity, territory management, and team adherence to metrics. Managed 7000-8000 inbound agent calls and 5000-6000 outbound agent calls per month.• Provided leadership and direction on effective case design, agent training on products and features and how to help agents position products with their clients. Coached on call scripting, product scripting and how to pivot a conversation to ensure best agent experience.• High level problem resolution and exception requests. • Strong Advanced Concepts knowledge; Foreign National Program, Blended Families, Buy Sell, Executive Bonus, Key Man, Term vs Permanent products when working with business owners, Estate Planning, Irrevocable Life Insurance Trust, Collateral Assignments.• Exceptional project management implementation skills; built a strong internal sales team, launched NFL Open Enrollment, launched Edward Jones Long Term Care TPA application fulfillment, currently reviewing and assessing Multilife/Worksite program, launched Merrill Lynch LTC program, and developed Cross Referral Program.• Promoted a culture that seeks to find process efficiencies and out of the box innovative thinking.

Baltimore, Maryland, Us

• Consistently the top performing internal wholesaler on my team as measured by activity and production. • Responsible for driving sales in an assigned geographical area. Managed the California territory of 104 General Agents and approximately 1200 producing agents.• Focused on the top 20 general agencies. Identified key contacts within the General Agency and sought out marketing opportunities for premium growth. Consistently met and exceeded activity sales goals.• Proactive outbound calls to producers with creative sales ideas and product training. Interacted with approximately 20-30 agents daily providing case design, product solutions, new business and underwriting assistance.• Conducted Agent Product and Sales web based training that would drive premium growth. Training attendance ranged from 5 – 30 participants. • Sought out opportunities for engagement with Producers utilizing Sales Contests, revisiting Product Features, and assistance with working cases.

The O’Neill Company specializes in employee benefit planning, executive benefit planning, and business succession planning for organizations, as well as financial, estate, and retirement planning for individuals. • Managed and advanced the sales of all insurance products the firm offered. Individual insurance, Long Term Care (stand alone, hybrid, and insurance with LTC rider), Medicare Supplement, Disability Insurance, and Overhead Expense.• Member of the executive advisory team that reviews client proposals for Investments, 401(k) plans, Insurance, and Group Benefits.

Costa Mesa, California, Us

• Life Insurance & Annuities Point of Sale. Heavy client interaction, needs assessment and presentations. Approximately 5-10 face to face client meeting presentations per day.• Cross Selling and Integration of Life Insurance and Annuities with other business lines offered by the Automobile Club of Southern California.

Newport Beach, Ca, Us

• Wholesaler to the Broker Dealer community. Heavy travel. • Responsible for approximately 10-12 focus broker dealer/general agencies across the Nation. Worked with an additional 10-12 firms to develop them into a focus broker dealer firm. • Sought out and identified new business relationships and negotiated commitments. Managed an annual budget to grow sales. Annual review of sales goals to determine financial and resource commitments for following year. • Developed and implemented annual sales plans for assigned region. Oversaw successful carrier focus months, product/concept webinar training for agents, and ensured maximum exposure and participation at national and regional conferences.• Presented at National Conferences and Regional Conferences. Conducted Product Training, Concept Training, and Sales Ideas. Attendance ranged between 10 – 40 agents.• Responsible for building brand and name recognition throughout assigned accounts by managing marketing campaigns in line with the annual sales plan. • Collaborated with various departments at Pacific Life and the broker dealer. Worked in tandem with both to ensure achievement of planned results.

Newport Beach, Ca, Us

• Launched and established a client services team dedicated to a new sales distribution channel.• Managed a team of 26 individuals who handled all facets of customer service including new business processors, customer service phone handlers, inforce processors, and policy accounting.• Proven successful management abilities. Team won two Service Excellence awards for outstanding service.