Pam Aurbach, Cfs, Gbc Email & Phone Number

Denver, Colorado, United States

London, England, United Kingdom

London, Uk

Greater Denver Area

Expanding business by earning new relationships and increasing sales through existing mandates.

Greenwood Village, Co

Created competitive, profitable and risk-neutral product strategy for retirement Income, annuity, life and Corporate Owner Life Insurance/Bank Owner Life Insurance(COLI/BOLI) product lines for US business. Primary objectives were to grow all lines of business through expanding and deepening product lines and distribution.• Worked with senior sales management and wholesalers on competitive data and current pricing environment, creating compelling life and annuity products for channels.• Assessed viability of product enhancements and guaranteed income riders in current interest rate environment, including input from key distributors, to focus on launching most profitable, risk-appropriate and marketable products.• Organized products, campaigns, materials and messaging around Great West’s response to new Department Of Labor (DOL) Fiduciary Rule for launch throughout 2017, ensuring compliance.• Drove each area related to product, including illustrations, operations, systems, online connectivity, materials and service to be consistent with sales needs, brand and corporate values.

Denver, Co

Developed business in sub-advisory segment of institutional space and deepened relationship with key account Jackson, valued at $650M.• Cold-called into over 60 target accounts, launching Eastspring’s US company.• Leveraged outstanding presentation skills delivering Asian asset management pitches to C- level executives, improving credibility for Eastspring as Asian expert.• Increased investment flows by 10% by collaborating with 200+ variable annuity wholesalers nationwide, delivering “Why Asia” presentations to thousands of advisors.• Functioned as client portfolio manager and wholesaler in variable annuity world, translating complex market messages into sellable stories, increasing producing wholesalers by 30%, and producing advisors by 18%.• Researched and analyzed Asian markets to vet most critical messages and compose compelling narrative for presentations, creating extremely high demand for Asia products.

Created domestic strategy, including research and plan development of new product and distribution opportunities; and facilitated implementation of global shared best practices.• Oversaw average of 2-3 major strategic initiatives annually, including analysis of product, distribution, competitor landscape, growth trajectory, and financial implications, helping Jackson’s launch of pioneering new variable annuity that currently leads industry in sales.• Facilitated implementation of global shared best practices on product design, pricing, hedging, and marketing of US VA products with Prudential companies. • Helped create product centers of excellence, driving successful product launches in UK, Hong Kong, Korea and Malaysia.• Played key role in global rollout of US-based marketing, Salesforce automation and seminar models, leading to coordinated sales efforts and greater efficiencies.

Strengthened relationships with Prudential’s top producing Independent Financial Advisers (IFAs) in order to establish distribution commitments that would outweigh product and pricing movement.• Established and resourced business unit from green fields that involved leveraging US distribution expertise and relationship management and delivered Business Development Services (BDS), strengthening intermediary relationships.• Designed and implemented value-add services for IFAs, including marketing consulting, transition from transactional to fee-based advice, and sales, management and leadership academies, leading to production with Prudential increasing 100% in accounts where services were delivered.• Generated 10% greater production from IFAs by delivering value-add services.

Developed sales resources including Internal and External Wholesalers through training and presentation skills, product and sales materials, sales presentations and seminar materials.

Responsible for all aspects of product development in the Indexed product lines, including new and enhanced products, sales materials, training of sales forces, competitive materials and sales presentations.

Bachelor Of Arts (B.A.)

Activities and Societies: Captain of the Gymnastics Team Alpha Phi

Graduate Business Certificate (Gbc), Corporate Finance