Regional Sales Vice President - Greater Los Angeles, Hawaii, Las Vegas
Greater Los Angeles Area
Hired with the goal of fueling business development across assigned territories, I focused on embedding a clear, pragmatic approach to marketing to facilitate a seamless sales process. My goal was to expand market share by devising forward-looking business plans and cultivating consultative relationships with FAs. I also provided investment training with an emphasis on retirement strategies to address longevity, volatility, and asset allocation.► Achieved and surpassed the annual sales goal, ranking in the top 5 Wirehouse producers out of 35 colleagues in 2012.► Delivered $100M in sales by unveiling the “Max” product series with the introduction of managed volatility portfolios to the Wirehouse channel in 2011. Joined the exclusive MetLife 100 Million Dollar Club.► Handled a 2-fold increase in the size of supported 3rd-party relationships (5,000+ FAs) across 5 channels (including Wirehouse, Independent and Regional Broker-Dealer, and Bank) spanning Los Angeles, Hawaii, and Las Vegas markets in 2014 following a sales force decrease; maintained the position and took on increased responsibilities despite substantial headcount reduction.► Appointed to lead Wirehouse and Regional Broker-Dealer channels in Los Angeles and Las Vegas markets in 2013; tasked with turning around the struggling channel and focusing on cross-selling life/disability insurance. Retained the position and increased scope of responsibilities despite a 30% sales force reduction.► Participated on the Southern California team that earned a prestigious award for generating the most cross-selling opportunities.► Enhanced sales team performance through a leadership role in the Voice of the Field program; designed training on sales ideas, campaign focus, marketing, and success stories