Lula Melisko Email & Phone Number

Morrisville, Nc

Primarily responsible for managing continuing education (CE) programs worth over $650,000 for nine clients - four of which are Fortune 500 companies. Oversee client CE programs to ensure they remain current and in compliance, consulting with in-house Operations and Regulatory teams as needed. Lead regularly scheduled proactive calls with clients. Train end-users on web-based software (SaaS) products and services. Track activity and process monthly billing, ensuring accurate invoicing consistent with varying contractual requirements. • Successfully retained 100% of managed accounts; increased revenue by an average of 27% on transaction-based accounts by suggesting program enhancements.• Viewed as a strategic partner by clients, often offering consultative advice.• Managed accounts consistently represent over 70% of all CE activity and related transactions at RegEd.• Commended for being alert to opportunities to promote additional products and services, resulting in additional revenue.• Assigned and successfully managed at-risk accounts in order to retain business for the Company.• Multiple suggestions successfully implemented for internal process efficiencies.• Regarded and relied upon as key education services resource within the team; mentored junior account managers.

Greensboro, Nc

Provided expertise regarding product features and competitive positioning to support wholesalers, producers, and home office personnel. Designed product illustrations and presentations for complex product scenarios and sales strategies. Prepared and presented training seminars to producers and staff. • Recognized as internal expert on proprietary software and Impact Technologies’ PlanLab® software including Estate Tax Analysis, Wealth Distribution and Qualified Plans Distribution Analysis which increased field use and sales. • Represented company at and actively participated in software user group meeting. Suggested enhancements to programs which were incorporated into future releases. • Tested proprietary and third-party advanced sales planning software to ensure accuracy of results. • Negotiated contracts and managed relationship for advanced sales software and resource tools.

Greensboro, Nc

Conducted on-location training for producers and their office staff in the sales application of company products, marketing programs and administrative resources. Partnered with Sales Vice Presidents regarding the overall transition process and relationship-building. • Developed procedure and training guide used in orientation program to educate organizations on doing business with Lincoln.

Greensboro, Nc

Collaborated with seven Sales Vice Presidents regarding their daily recruiting and sales activities. Provided product, illustration and administrative training to producers and their staff, both by telephone and travel to producer locations. Organized and managed regional producer training meetings across multiple territories.

Greensboro, Nc

Managed a team of nine employees between two locations (Greensboro, NC and Concord, NH); supported the sales and recruiting activities of the Sales Vice Presidents and Regional Development Directors.• Developed and implemented a home-office team which replaced external regional field offices.

Orlando, Fl

Spear-headed marketing and recruiting program for a three-state region (FL, GA, AL). Developed database of leads, created recruiting flyers and managed mailing campaigns. Created reports to track field office accomplishments.• Pre-qualified leads for the Sales Vice President and followed through to successful activation.• Planned regional sales and training meetings to promote product and marketing programs; audience ranged from 25 to 150 attendees. Meeting planning responsibilities included site selection, contract negotiations, food and beverage planning, exhibitor coordination and on-site logistics management.

Orlando, Fl

Managed 50 key producer relationships with the majority consistently qualifying for conferences.• Key relationship manager for a Florida-based outside broker-dealer account consisting of 85+ reps; annual life production ranged from $500,000 to $1,000,000.• Created the "Quick Reference Manual" to educate General Agents and their staff in doing business with the Company.• Created regional training conferences for key producer staff; developed training materials and conducted training.• Produced and distributed monthly regional office newsletters.• Appointed by management to serve on various home office committees to develop new procedures and systems and to improve efficiencies within the Company.