✔️ Responsible for the revenue generation and product development of individual health, critical illness, and term life products through our direct-to-consumer sales teams, digital direct, and broker network sales channels✔️ Provides strategic leadership and guidance to multiple sales teams selling insurance to individuals and small businesses.✔️Fosters strong relationships with brokers and partners, expanding and managing these channels effectively to meet and exceed sales targets while promoting best practices and technology integration in the sales process.

✔️ Generated marketing-qualified leads through the development and execution of email marketing campaigns.✔️ Managed a marketing CRM system and tracked key metrics, improving performance and decision-making capabilities.✔️ Developed and executed event-based trigger campaigns to cross-sell, increasing MQL generation by 400%.✔️ Utilized A/B testing to optimize email content, subject lines, and calls to action, resulting in a 10% uplift in email open rates and an 18% increase in click-through rates.

✔️ Led a 13-person inside sales team to deliver strong individual and SMB sales.✔️ Collected, tracked, and analyzed data including KPIs, providing insights to inform strategic business decisions and optimize sales strategies.✔️Surpassed quota by 110% in 2020 and 114% in 2021

✔️ Successfully sold health insurance and living benefits products to individuals and SMBs.✔️ Consistently achieved recognition for exceptional sales performance, earning membership in the "100 club" for nine out of ten months in 2018 and surpassing quota by 120% in 2019.

✔️ Consistently achieved a high volume of sales for insurance and investment products to individuals and SMBs.✔️ Developed and implemented comprehensive financial plans for clients, considering their short-term and long-term goals, risk tolerance, and investment preferences.