Mike Simenstad Email & Phone Number

Lead LTC sales efforts for the western U.S.

• Partner with financial advisors and insurance agents to integrate long-term care (LTC) planning into their practice.• Proactively wholesale LTC insurance products from 15 carriers, focusing on simplifying the sales process and increasing placement rates.

Marlton, Nj

• Built relationships with financial advisors and insurance agents to increase revenue from life, annuity and LTC sales.• Collaborated with advisors to provide them with value added concepts and strategies to increase business.

Nj, Pa, Ny, Ma, De, Ri, Ca, Or, Wa, Ak, Hi, Nv, Id, Ut

• Exceeded production targets by establishing strategic partnerships with field agents and financial advisors generating $1.4 million in long-term care insurance products, $12 million in hybrid life insurance products and $300 million in annuity products – approximately 200% above forecasted goal.• Led territory to #1 rank in the country for annuity product sales in 2013 and #1 rank for hybrid life insurance in 2017 by conducting presentations and training sessions to top advisors with a focus on better serving their clients, ultimately leading to a 50% increase in the number of producers selling products, specifically more premiums.• Coordinate field activity and communication between internal wholesalers and field agents and advisors to bridge the gap on customer service and sales program implementation leading to exponential growth including a 200% increase in revenue in underdeveloped markets.• Partner with field managers to create and implement annual business plans to produce turn-key processes for cross selling opportunities to achieve sales growth.• Consistently generate territory growth by 10-15% year over year by streamlining the sales process, internalizing day-to-day responsibilities, and working the field to re-enlist former producers, build new relationships, and improve quality of client-base by performing pre-screening techniques.• Execute strategic marketing campaigns for all new product launches, conduct training seminars and workshops, and implement new lead generation programs producing an 8% increase in conversation rate.

Greater Philadelphia Area

Richmond, Va

• Crafted product positioning campaigns and design educational materials to support the success of the sales process and improve the effectiveness of external wholesalers.• Spearheaded project to create a centralized resource repository for agents nationwide. • Presented interactive training sessions to distribution partners.

Petaluma, Ca

Responsible for business development, including:• Developing and managing relationships with external distribution entities to provide agent training and maximize their sales• Creating sales training and product marketing materials• Coordinating with insurance companies to create internal processes and programs to support the business

San Rafael, Ca

Held sales, marketing and product development positions, culminating with Brokerage Sales Account Manager.