Mindy O'Connor Email & Phone Number

Chicago, Illinois

• Implement business development strategies and cultivate effective partnerships that drive activity, grow sales, increase awareness and market perception, advance product offerings, and broaden company reach
• Cooperate with internal partners to institute a dynamic and inviting environment that is conducive to collaboration and productivity. Initiatives support company strategies and prioritize hands-on, consistent.
• Identify and evaluate new opportunities to understand the potential profitability of such partnerships and how they fit into the overall firm strategies and vision to ensure resources focus on the best opportunity for.
• Negotiate selling agreements and sponsorship arrangements with key distribution partners and industry organizations to garner valuable and meaningful associations with impactful organizations and key stakeholders
• Balance firm objectives with distribution partner objectives by supporting initiatives through cross-functional work and developing and implementing joint strategies across the organization, all to create beneficial.
• Attend multiple conferences, panels, and discussions to further industry intel and continually maximize exposure to retirement-focused advisors, representing Transamerica through engaging presentations and relaying.

• Managed national key accounts and strategic distribution partner firm relationships including wirehouses, top-tier broker dealers and independent retirement advisory firms. Developed strategic business plans.
• Interacted with home office executives to establish tactics for maximizing activity and opportunities for sales
• Negotiated and handled selling agreements and sponsorship arrangements that focused on product expansion and investment value
• Produced innovative marketing strategies and targeted campaigns, in addition to engaging with external partners, in order to promote the brand and drive distribution activity
• Executed tactical sales strategies with wholesalers to identify opportunities to leverage firm intelligence; targeted retirement-focused advisors and marketed to increase sales activity and broaden footprint
• Planned and conducted partnership meetings, events, and sales training sessions to promote Transamerica and generate sales opportunities, along with presenting on industry-related topics and participating on panels at.

• Supervised and managed national key accounts through building relationships with clients, increasing sales, the number of broker dealer distributors, and client retention rates. Managed the Client Development Team.
• Increased sales 84% in 2009 and broker dealer distribution list by 240% through effective execution of marketing, meticulous attention to driving activity, and dedicated follow-up with each relationship to verify their.
• Established an annual strategic business plan with sales projections, goals, and a budget to outline and analyze growth potential
• Worked with Third Party Administrators and advisors to establish roles and responsibilities for plan management and marketing strategy
• Oversaw new Multiple Employer Sponsor transitions to Client Development Team, training them on marketing plan design options and product promotion, along with evaluating sales growth potential
• Awarded:o 2009 Goal Buster prize for attaining 115% of sales goal and 99% client retentiono 2008 Achievement of Excellence for attaining 137% of sales goal and 98% client retentiono 2006, 2007 Goal Buster