Rich Baune, Chfc®, Cltc Email & Phone Number

Tampa, Florida, United States

Eastern U.S.

• Drove insurance sales throughout the eastern U.S. by traveling to advisor offices as well as conducting virtual meetings. Managed an annual budget of $50k.
• Conducted over 150 in-person and virtual insurance events in 2020 to educate Ameriprise advisors about benefits of RiverSource products as well as sales strategies where these products can be implemented with a wide.
• Led virtual events via Web-Ex, Skype, & MS Teams utilizing PowerPoint presentations, whiteboard, and chat functionalities to enhance advisor engagement.
• Collaborated with advisors on client events on a variety of topics to influence sales within advisor’s practice. Utilized these events to generate individual point of sale meetings with advisors and their clients.
• Created and implemented a new advanced protection training series with top producing advisors within territory to foster a continued high level of production as well as a peer to peer sharing of best practices.
• Conducted 1:1 meetings with advisors to review client book and identify opportunities where protection planning would be a benefit. Developed the case and prepared advisor for the client meeting. Advisors I worked with.

Minneapolis, Minnesota, United States

• Developed relationships with advisors within assigned territory to drive sales results. One of the top territories in sales and activity.
• Collaborated with advisors to identify and develop insurance cases as well as move the case through the different phases of the sales process. Advisors I partnered with saw a 50% to 300% increase in sales within.
• Conducted training webinars and presented products/sales strategies and tools at various corporate, advisor, and client events. Presented new tool to sales organization at national sales conference.
• Collaborated with multiple groups of top wholesalers to influence the direction of products and tools for the sales organization.

• Grew existing client book through outbound phone calls, gaining referrals, and various marketing campaigns. Added on average 5 new households monthly.
• Utilized consultative sales process in face to face appointments to uncover additional needs and cross sell products to prospective and existing clients. Sold 25-30 insurance/investment products per month.
• Met and exceed monthly and annual sales goals for agency set by the agent in multiple product lines including property & casualty, life, health, long-term care, and disability insurance as well as banking and.

• Grew book of business by creating relationships with existing clients and addressing financial planning/ retirement needs. Was in top 10% of sales within group.
• Met with clients in a consultative sales role to recommend products and strategies to enhance current and future retirement plans. These included investment products, annuities, and insurance.
• Exceeded client expectations essential to increasing level of trust and likelihood of implementing financial planning strategies.
• Developed and implemented an activity and sales plan maximizing potential within book of business from a sales and client satisfaction perspective. Grew book from $5 Mil to $25 Mil in AUM.