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.
• 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.

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..
• 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.

• 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.
• 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.

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.
• 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.