Provided sales and administrative support to customers and Financial Advisor.• Sales support included opening accounts/processing paperwork, working with internal departments and with client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests.• Administrative support included the movement of funds and equities; scheduling appointments for new/existing clients; monitoring/tracking referrals and sales results; maintaining compliance files; issuing sales/marketing information to clients; preparing sales packages; ordering supplies; maintaining file system for prospective and existing clients; reviewing paperwork• Acted as a back-up in taking and executing unsolicited investment orders directly from clients.

Provided financial planning for small businesses, individuals and families. • #1 Producer for Business Owners and Executive Solutions cases; Top Monthly producer (twice)• Used past brokerage and life insurance knowledge to create a business from scratch through cold calling and creating new weekly business presentation for prospecting • Treasurer of BNI chapter

Researched/created/prepared all life, long-term care and disability presentations for new and enforce business reviews including case design and illustrations. • Serviced a $30M book of existing life insurance business.

Responsible for life insurance sales for two large focus firms: BRAMCO, a $300M target marketing organization with 30 independently owned and operated agencies and First Financial Resources, a marketing organization of 90 personal producers with $90M of target. • Accountable as the account/relationship manager for national and regional accounts for all aspects of the sales process including contracting, communications, audits, commission schedules, projects, marketing, publications and training.• Accomplished closing business with 80% of the BRAMCO agencies in 2008.• Generated $10M of target premium in first year with BRAMCO.• Developed $1M of sales leads for Regional VPs as a result of evolving relationship with FFR.

Responsible for life insurance sales and service for the BGAs and GAs in CA, WA and OR. • Initiated/organized/facilitated integration of each BGA & GA during the Travelers and MetLife merger, generating $26.5M in sales.• Established and conducted strategically organized WebEx trainings, conference calls, training and face-to-face visits/meetings for BGAs and GAs.

Oversaw life insurance sales in the wirehouse division and covering open sales territories. • Received “Employee of the Month” and Special Recognition by the Employee Sounding Board. • Established/developed all Broker/Dealer accounts and relationships in the wirehouse division. • Trained new wholesalers, independent GA network and home office staffs of the BDs on all aspects of life insurance including products, software, case design, and competitive strategies. • Saved company $100,000+ on product reviews due to strategizing and implementing highly organized side-by-side review.

Marketing coordinator and trouble shooter for 50% of Pacific Life’s Broker Dealer Relationships.

Demonstrated case design leadership and consultation by creating illustrations and presentations for advance design and competitive sales situations. Interfaced with all distribution systems including: directors of marketing, regional life consultants, national account producers and their staff to provide marketing support and case design for variable life and traditional life products. Utilized sales, marketing and communication skills to provide strong value added service to the field.

Primary internal liaison between Pacific Life and agents, broker-dealers and policyowners. Problem solved for the resolution of problems associated with new business and in-force variable and nonvariable business of individual and multi-life cases including issues with illustrations, underwriting, accounting, licensing, commissions, and claims. Assisted in building team to service and administer variable life insurance policies. Studied for and earned the CLU designation.