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.
• 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.
• 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.
• 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.
• 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.