Sandra (Sandy) Hitzel Email & Phone Number

Lake Forest Golf & Practice Center, Lake Forest, Ca

Welcome members and guests to the Pro Shop and provide an excellent customer experience to them. Assist with tee times and play strategies, memberships, phone inquiries, retail purchases and merchandise display, and event assistance. Provide leadership and support to the General Manager and Director. Suggest and implement new processes and procedures to ensure the success and efficiency of the Pro Shop.Lake Forest Golf and Practice Center features a 9-hole executive par 29 walkable course layout among mature trees, soft sand bunkers and 2 lakes. It is great for the beginning or the experienced golfer. The teaching professionals offer instruction for students of all ages and levels who want to enhance their golf skills and strategy. Expansive practice facility with grass/mat range hitting areas, Trackman Golf, chipping and putting greens. Both the course and range include lights for the night experience. Contact us to schedule your next event!

Newport Beach, California

Partnered with field and internal sales teams to provide variable, fixed, and indexed annuity marketing and sales support to strategic partners of Broker Dealers and IMO - Insurance Marketing Organizations.• Managed compliance and finance due diligence review and approval processes for Broker Dealer and IMO Selling Agreements. Onboarded over 200 firms resulting in increased sales year over year.• Collaborated with Marketing Field Directors to create and execute rollout business plans to launch and deliver annuity products, initiatives and sales ideas to strategic partners and marketers for their advisors. • Developed, managed, and enhanced relationships with over 500 partner firms to drive sales and growth.• Liaison with Event Planning and Partners to manage and attend advisor meetings, national and regional sales conferences, and Pacific Life home office due diligence meetings. Responsibilities included: coordinating presentations, invitations, promoting speaker events, ordering exhibit booth marketing materials and promo items, room gift deliveries, and writing thank you notes to attendees. • Coordinated a strategic partnership recognition program to welcome new contacts, celebrate birthdays, special occasions, and holidays. Sent promo items for golf outings, sponsorships, and client meetings. • Call campaigns to thank marketers for new and repeat business to drive customer loyalty and retention• Coordinated product/sales training and CE webinars, presentations, and conference calls with the advanced markets to generate sales opportunities for wholesalers and marketers• Conducted website presentations highlighting sales/advanced marketing tools and educational resources available to financial professionals• Positioned sales ideas and marketing materials for emails, websites, newsletters, and conferences to increase product promotion• Prepared weekly and monthly sales reports for partners and management

Newport Beach, California, United States

• Managed and developed the talent of Broker Dealer Coordinators responsible for cultivating and expanding relationships with key marketing contacts to increase product promotion and sales. • Managed the exhibit booth at 10 yearly Broker Dealer national and regional conferences representing Pacific Life’s annuity products and services. Distributed warm leads to the sales teams.• Attended events and activities with advisors to foster new and acknowledge existing relationships.• Provided National Accounts Department overview training, Broker Dealer Rules of Engagement, best practices and resources to new field and internal wholesaling sales teams.

Newport Beach, California, United States

Developed Broker Dealer relationships with key strategic partners through proactive outreach and positioning of Pacific Life’s products and sales ideas on websites, newsletters, and conferences• Provided support to the AVP and National Accounts Manager and executed business plans for Broker Dealer strategic partner programs across all sales distribution channels• Created quarterly sales summaries and producer reports for Broker Dealers and senior management• Completed and provided product matrices to Broker Dealers and competitive product profiles to our sales teams

Newport Beach, California, United States

Conducted training for new customer service representatives and managed more than 70 calls a day from registered representatives and contract owners for the newly established division

Newport Beach, California, United States

Proactively built solid relationships with the M Group advisors, regional life insurance offices, registered representatives, back-office sales support, and contract owners for the entire west coast region