Lisa Wiesner Email & Phone Number

San Diego, California, United States

LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

San Marcos, California

Plano, Tx

- Serve as a senior-level product development manager, leading all aspects of product development within a functional organization. - Display leadership, maintaining communication and working in collaboration with various functions to promote successful product launches and changes to the existing portfolio.- Implement a focus on production ideation and refinement through innovative thinking, games and labs to obtain the desired end results. * Recognized as a key contributor in the Project Phoenix Initiative speed-to-market by initiating and spearheading changes in processes to minimize timelines for getting products from ideation through to successful implementation.

Richmond, Virginia Area

- Utilized leadership, strong communication skills and collaboration while working with Product Development, Government Relations and Actuarial departments to initiative rate action filings in 49 states for both Individual and Group Long-Term Care.- Maintained a focus on the organization's primary initiatives, implementing strategy that supported the organization's growth in revenue for a company in excess of $170M in revenue.- Maintained open lines of communication with a number of departments of insurance, answering 700+ objectives and inquiries via SERFF.

Richmond, Virginia Area

- Drove increases in sales while decreasing marketing costs through the development and maintenance of a Long-Term Care Insurance competitive tool that showcased 11 company products versus competitor products. - Enhanced nationwide sales productivity by training and developing all retail, wholesale and brokerage sales forces to increase proficiency regarding all competitor products.- Partnered with Senior Leadership and the Actuary and Product Development teams to develop new products and pricing structures through detailed competitor intelligence on product features, benefits, pricing and industry activity. - Led conference calls and in-house training sessions in addition to providing written communication as needed. * Optimized revenue by providing 600+ Agents, Advisors, Brokerage General Agents and the internal sales force with collateral marketing materials highlighting the value proposition related to each product. * Recognized as a "top-rated" presenter by the Annual Retail Sales Conference attendees.* Nominated for the highest-level annual Compass Award for going "above and beyond" and for excelling in terms of collaboration, communication, leadership and influence.

Richmond, Virginia Area

- Enhanced overall personal sales productivity by initiating and executing highly effective marketing campaigns, by training brokerage firm agents, providing pricing quotes and supporting agents with consumer sales. * Produced sales results that exceeded the defined goal by 150% within 2+ brokerage firms while selling long-term care insurance.* Recognized for support provided to management in transitioning 2 sales teams into 1 through training the existing associates in addition to new hires. * Labeled a "superstar" by a number of External Wholesaling partners.