Richard Lavoice

Richard Lavoice Email and Phone Number

Kirkland, WA, US
Richard Lavoice's Location
Kirkland, Washington, United States, United States
About Richard Lavoice

Highly skilled Executive with more than 20 years of financial services industry management experience within wholesale and retail distribution. Results focused with an ability to turnaround under performing business units. Strengths in :Business PlanningP&L ManagementSecurities & Investor Advisory Rule & RegulationsTeam Leadership & CollaborationGeneral ManagementSpecialties: RecruitingSelection and Delivery of New RecruitsBuilding dynamic Sales TeamsFinancial BudgetingSales StructureSales ReportingProfessional DevelopmentProfessional Public SpeakerNote: The postings on this site are my own and do not necessarily represent the position, strategy or opinions of Symetra or its affiliated companies.

Richard Lavoice's Current Company Details
AFV Advisory Network

Afv Advisory Network

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Advisor
Kirkland, WA, US
Employees:
29
Richard Lavoice Work Experience Details
  • Afv Advisory Network
    Advisor
    Afv Advisory Network
    Kirkland, Wa, Us
  • Afv Advisory Network
    Advisor
    Afv Advisory Network May 2024 - Present
    Madison, Wi, Us
    American Family Ventures (AFV) is a singular voice at the center of insurtech: bringing the carrier perspective to startups and translating startups to carriers. Strategic guidance and domain expertise are central to our business, and the AFV Advisor Network brings them to life. The AFV Advisory Network is an exclusive platform of accomplished leaders with deep, relevant expertise. As startups grow, they constantly meet challenges that are new to them but not necessarily new to the world. The Advisory Network provides access to leaders with the answers.
  • Self-Employed
    Strategic Advisor
    Self-Employed Jul 2023 - Present
  • Symetra Financial
    Evp Distribution Strategy
    Symetra Financial Jan 2018 - Dec 2023
  • Symetra Financial
    Evp Of Sales & Distribution
    Symetra Financial Sep 2010 - Jan 2018
    I am responsible for sales of all annuity products. In charge of distribution strategy both traditional as well as alternative distribution for Symetra. Symetra was established in 1957, Symetra Life Insurance Co. (Symetra), a subsidiary of Symetra Financial Corp. (NYSE:SYA), is a diversified financial services company based in Bellevue, Wash. Symetra helps its customers reach higher and fly farther with employee benefits, annuities and life insurance, offered through a national network of benefit consultants, financial institutions, and independent agents and advisors. Symetra is one of the nation’s top providers of fixed deferred annuities—a product that helps people save for retirement, and later on, create guaranteed income that can’t be outlived. Learn more at www.symetra.com.
  • Lavoice Consulting
    Financial Services Executive
    Lavoice Consulting 2010 - Aug 2010
    Consulting services available on sales & distribution, marketing and product development for the financial services industry. These services can include business planning, sales campaign management, budget/P&L management ideas, talent development and organizational design. We can design and implement training programs for advisors, wholesalers, strategic management/key accounts and internal sales teams.In addition we can deliver high energy, high impact speeches that are customized to your sales force that will enlighten and motivate your sales organization.
  • Massmutual
    Corporate Vice President, National Sales Manager
    Massmutual 2005 - 2009
    Springfield, Massachusetts, Us
    Full responsibility for a $26mm P&L and a $3.1B 2009 sales goal; managed all distribution—external, internal and hybrid wholesaling, sales operations, training, IRA rollover desk, Retirement Management Account (RMA) - an innovative managed money advisory program, and annuities—Variable, Fixed, Immediate and 403(b).
  • Ubs Wealth Management
    Senior Vice President/ Branch Manager
    Ubs Wealth Management 2003 - 2005
    Zurich, Ch
    Full P&L responsibility for approximately $30 million dollar branch. Managed approximately 110 employees.
  • Sunamerica Retirement Markets, Inc.
    Executive Vice President, Sales
    Sunamerica Retirement Markets, Inc. 2001 - 2002
    Responsible for $4 billionin annualized variable annuity sales. Full P&L responsibility for $39 million budget. Drove company sales up 7%, while the industry was down 18%.Oversaw all Broker/Dealer wholesaling activities for a 180 employee Sales Division including 4 National Sales Managers, Account Management team and all internal Sales and Training.Expanded distribution opportunities by adding top brokerage firms to SunAmerica's list of accounts.Established business policies including budgetary controls, business plans and expense reimbursement policies.
  • Bear Stearns
    Senior Managing Director/Branch Manager
    Bear Stearns 1995 - 2001
    Full P&L responsability for $50 million revenue branch. Trained, motivated, and supervised staff of over 125 people including 53 brokers who averaged over $850 thousand in revenue per year.Sucessfully grew the office from $25 million in revenues in 1995 to $50 million at the end of 2000- Number 2 growth rate for all Bear Stearns' offices.Personally recruited the brokers who were responsible for over half of the production in the office.
  • Shearson/Smith Barney
    Senior Vice President, National Sales Manager- Annuities & Life Insurance
    Shearson/Smith Barney 1982 - 1995
    Responsible for sales results of all life and annuity products. Hired, trained, and managed 3 seperate teams of sales professionals consisting of 8 Divisional Sales Directors, approximately 20 proprietary product wholesalers and 32 estate planning specialists. In additiona, managed internal sales desk of 12 people.Propelled firm to number 1 seller of annuity products for all wirehouses.More than trippled revenue in 4-year period.Drove annuities and insurance as a percentage of firm revenue from 1.7% to over 4.5% in 4 year period of time thorugh a variety of innovative initiatives.

Richard Lavoice Skills

Financial Services Insurance Securities Strategy Mutual Funds Leadership Fixed Annuities Investments Retirement Business Planning Sales Life Insurance Financial Advisory Management Sales Management Series 7 Series 63 Salesforce.com Marketing Recruiting Sales Operations Negotiation Strategic Financial Planning Account Management Variable Annuities Start Ups Training Series 6 Financial Planning Staff Development Estate Planning Iras Retirement Planning Public Speaking Budgets Program Management Team Leadership Trading Securities Regulation

Richard Lavoice Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Legal Studies
  • West Springfield High School
    West Springfield High School

Frequently Asked Questions about Richard Lavoice

What company does Richard Lavoice work for?

Richard Lavoice works for Afv Advisory Network

What is Richard Lavoice's role at the current company?

Richard Lavoice's current role is Advisor.

What is Richard Lavoice's email address?

Richard Lavoice's email address is rl****@****ual.com

What is Richard Lavoice's direct phone number?

Richard Lavoice's direct phone number is +131077*****

What schools did Richard Lavoice attend?

Richard Lavoice attended University Of Massachusetts Amherst, West Springfield High School.

What skills is Richard Lavoice known for?

Richard Lavoice has skills like Financial Services, Insurance, Securities, Strategy, Mutual Funds, Leadership, Fixed Annuities, Investments, Retirement, Business Planning, Sales, Life Insurance.

Who are Richard Lavoice's colleagues?

Richard Lavoice's colleagues are Molly Lahr, Aditi Dupai, Arpita G, Lisa Watts.

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