Paula Buedel Email & Phone Number

As an Internal Marketing Representative, I partner with my Regional Marketing Director to help financial professionals increase their revenue and strengthen relationships by leveraging technology, providing innovative ideas, and promoting advanced solutions to further enhance their practice and create more value for their clients. In our partnerships with.

Our diverse product portfolio includes Individual and Survivorship Whole Life products.* Guarantees and flexibility features* Strong death benefit, accumulation and premium guarantees* A range of paid-up period options* Optional riders for enhanced coverage or flexibility* The opportunity to earn non-guaranteed dividends annually

Universal LifeWe offer a full range of universal life products with optional riders to meet diverse client needs.Protection and accumulation:* Two protection-oriented Universal Life products that provide solid death benefit protection at competitive premiums* Individual and Survivorship Indexed Universal Life products offering strong upside potential.

We offer three products for clients looking for temporary protection.A choice of term products:* Convertible Term Life with strong conversion guarantees, optional riders available to customize coverage and a choice of 10, 15, 20 and 30 year terms* Non-Convertible Term Life optional riders available to customize coverage and a choice of 10, 15, 20 and 30.

Chesterfield, MO

Greater St. Louis Area

As a Recruiter for Saxony Securities, Inc. and Patrick Capital Markets, LLC., I am responsible for supporting and promoting a diverse and rapidly expanding independent retail and institutional broker dealer and third party marketing and sales firm with a broad array of marketing strategies, products, and services.

• Worked with agents on topics such as product, illustrations, marketing materials, sales ideas and pending case status.
• Worked closely with the New Business Department to ensure case finalization.
• Maintained relationships with and supporting advisors, their clients and key distribution relationships.

• Assisted the Regional Managing Director and the External Wholesalers in achieving regional and corporate sales goals by developing and initiating product marketing campaigns.
• Made proactive outbound sales calls to agents, explaining products and hypothetical illustrations.
• Retrieved inbound calls from agents on topics such as product, illustrations, marketing materials, sales ideas and pending case status.
• Worked closely with the New Business Department to ensure case finalization.
• Maintained relationships with and supporting advisors, their clients and key distribution relationships.

• Adhered to high level service standards through cross-sell, conserve or increase policy premiums.
• Performed nightly fund uploads for closing unit values.
• Executed contractual and non-contractual changes to in-force policies as requested by owner.
• Contributed to policy owner and client satisfaction through efficient telephone and written inquiry handling execution of service requests within 2 days of receipt.
• Provided management with recommendations for improvement based on customer feedback.

• Directed the field and inside sales activities within territory to achieve product sales goals.
• Developed partnership with the External Wholesaler to cover and prospect regional sales territory.
• Made proactive outbound sales calls to agents, explaining products and hypothetical illustrations.
• Built relationships with agents through continual sales and marketing campaigns.

• Provided sales and marketing support to the Marketing and Sales Consultants and the Regional Vice President.
• Maintained inventory control for marketing materials.
• Ran client inforce illustrations for Insurance Agents.

• Coordinated and presented at sales seminars attended by large groups of qualified people.
• Handled several projects and took initiative to ensure actions were preformed so the project could be evaluated.
• Generated sales leads for the Senior Account Executives and exceeded goal by 5%.
• Assisted clients on retirement planning investment options.

Addressed and processed various requests from the Registered Representatives.Handled problem resolution; used extensive research techniques.Contributed to reducing the abandon call rate by 10%.

Opened new accounts and ensured all the proper documentation was received.Processed all the updates on existing accounts.Responded to electronic wires from the clearing firm in a timely manner.Addressed and processed various requests from the Registered Representatives.

Processed all loans and ensured that all necessary documentation was organized for internal/external audit controls.Identified, contacted, and followed-up on past due collection accounts.Handled all customer service issues in an effective and timely manner for the department.