Matthew Bobick Email & Phone Number

Sevierville, Tn, Us

As part of Applied's core strategic account team, I was responsible for developing and executing an innovative, effective training and change management approach geared toward the successful onboarding of company's largest ever client. Key Responsibilities/Accomplishments• Spearheaded change management, education & onboarding for Applied’s single largest strategic partner activation in their history• Established scalable, repeatable model to enable streamlined on-boarding of over 10,000 colleagues across fourteen regions.• Operated as lead training consultant for client company, providing guidance and strategy in support of training curriculum development, content, and execution.• Elevated learner engagement 45% by designing and deploying immersive avatar-led systems simulations.• Promoted consistency and improved colleague experience by developing process standardization and enterprise learning collateral, e.g., self-led material, facilitator guides, course material, training aids, just-in-time guidance, across all lines of business and finance.• Eliminated learning inefficiencies by creating blended enterprise learning approach, customizing paths specific tocolleague persona.• Significantly reduced risk of errors & omissions within agency management system by developing customized, just-in-time digital adoption guidance overlay to successfully guide colleagues through system workflows, based on standard operating procedures.• Strategically partnered with regional training resources and stakeholders, consulting on optimal approach and staging for conversion training within their respective regions.

Knoxville, Tennessee, United States

• Delivered financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance, business and estate planning while minimizing risk• Developed, reviewed and optimized investment portfolios• Ensured maximum client satisfaction by providing exceptional and personalized service to each client• Worked closely with Broker Dealer partners to develop marketing and sales plans, as well as coordinate on compliance requirements

Oversaw the communication, roll-out, and execution of the entire agent training life cycle. Set and maintained the agent training and development curriculum as well as new Branch Sales Manager coaching and development. Accountable for all in-person training delivery. Responsible for the development and execution of the strategic operating plans of training personnel nationwide.Key Responsibilities/Accomplishments• Directed team of learning & development professionals, distributed nationwide, responsible for execution of training of over 6,000 agents and 500 field managers.• Functioned as subject matter expert and liaison between executive and regional field leadership to ensure alignment between corporate objectives, training deliverables, and production team needs.• Executed roll-out and delivery of new Winners Edge, sales skills training program, resulting in 76.6% growth in agent productivity over 6 months as compared to peer group.• Developed and implemented internal executive coaching/consulting model to drive improvement in sales leadership performance with a resulting NPS score reaching 60% above external benchmarks.• Engaged with key stakeholders to ensure training is being provided to the appropriate audience at the right time to support growth and productivity.• Developed training and development strategies to drive corporate sales, recruiting, and retention objectives.• Overhauled new agent onboarding platform resulting in 15% increase in Successful New Agent conversion, 9% increase in 90-day retention, 8% reduction in time to submission of first application, and 10% increase in first-90-day productivity across all product lines (Life Insurance, Medicare Supplements, Fixed/Indexed Annuities, Long-Term Care Solutions).• Modernized new agent training model resulting in company-wide reduction in cost of over $1m.• Introduced new Trustworthy Selling training program, improving paid application count by 13.4%.

Led a team of sales training professionals at the Field Development Group that delivered multiple agent-facing training initiatives. Was responsible for maintaining consistent and timely delivery of hundreds of training events yearly, nationwide, and delivered by eight team members. Guided the successful roll-out of two major training initiatives in UFTschool and Advancing the Practice. Responsible for guiding and managing the Centralized New Agent Training process across the country, which consisted of a team of fourteen Regional Development Managers conducting training in 41 different locations.Key Responsibilities/Accomplishments• Responsible for the management of day to day operations of remote, field development team.• Conducted agent and manager-facing training as professional facilitator of adult learning.• Collaborated with Director, Field Development in strategy development and execution.• Evaluated and lead professional development of field training team.• Coordinated with field development team on development of plans to drive corporate sales, recruiting, and retention objectives.• Developed and maintained nationwide annual agent training curriculum and calendar.• Ensured effective delivery of core training curriculum across all locations.• Built, strengthened, and maintained key partnerships with field leadership members.• Provided leadership in the development of training strategy and new course offerings.

Knoxville, Tennessee Area

Took over struggling branch office with the responsibility of rejuvenating the overall effectiveness of the branch. Was accountable for recruiting, training, retention, and sales in two locations, Knoxville and Johnson City, TN. Achieved sales growth of over 30% in 2008 and exceeded sales goals as assigned by regional and territory leadership. Upon leaving the branch to return to training and development, my Unit Supervisor took over the Branch Sales Manager position and successfully led the branch for 5+ years.Key Responsibilities/Accomplishments• Developed, implemented, and tracked recruiting system designed to onboard 50+ agents annually.• Setup, facilitated, and managed training of all newly onboarded agents.• Motivated and supported sales agents to meet and exceed sales productivity goals.• Managed day-to-day operations of running a sales branch including budget, lead generation, prospecting, and business tracking.• Consistently met and exceeded goals for agency productivity and recruiting in all years of sales leadership.• Increased branch office sales productivity by 20+% in first full year in branch leadership.