Responsible for developing the strategy, creation, and execution of Financial Professional and Field Leadership sales enablement, Practice Building, and Recognition programs as well as oversight for the planning and coordination for the annual business conference for Prudential Advisors.
Leads a team of individuals who create and execute sales enablement materials, programs and campaigns to support Prudential Advisors and their practices.
Responsible for developing the strategy and execution of digital social media marketing as well as Pru Advisor website content and print non product marketing materials.
Oversees the development and execution of content for the recruitment of financial professionals to Prudential Advisors.
Responsible for the development, promotion, execution and reporting of recognition programs for both financial professionals and field management to align with Prudential Advisors' strategy.
Responsible for the creation and execution of all aspects of Pru Advisors' APEX sales incentive conference. This program is held in national and international locations and hosts approximately 900 attendees annually.
Managed Pru Advisors' Leads programs, which included 20+ unique plans, several 3rd party vendors. Functions to support these programs included data analytics, developing customized marketing materials and managing the overall advisor and customer experience with a keen eye on evolving business needs and a focus on retail outcomes.
Vice President, Administration
Prudential Advisors - Mid America Territory
Newark, NJ
08.2011 - 11.2018
A leadership role supporting both the Territory Vice President and the sales Territory to develop and execute Territory strategy.
Served as a liaison between the Field and Home Office departments to develop and implement initiatives, execute strategy, process business, solve problems, as well as track, measure and forecast results.
The scope of duties and responsibilities of the role was expansive and includes both administrative responsibilities as well as the development and execution of strategic projects and initiatives.
The position required managing a significant volume of business issues in a professional, timely and effective manner.
Primary responsibilities included: Taking the lead to develop Territorial objectives for the Mid America Territory by working with the Territorial Leadership team to determine the strategy that will be executed to meet objectives
The strategy focused on sales, hiring and recruiting
Ensure that Territorial objectives align with Prudential Advisors strategic business objectives
Collaborate with Home Office and Field Executives, including internal and external business partners to develop the content to achieve common business objectives
Collaborate with Home Office departments and program office in Prudential Advisors, internal (e.g., Life and Annuities) and external business partners (e.g., Liberty Mutual, PGIM) to develop, implement, execute and improve programs and policies to drive business objectives and efficiencies.
Lead and/or collaborate with Home Office strategy teams to develop and implement new initiatives or review, improve or develop enhancements to existing programs.
Effectively managing TVP, Territory Field and Territory Real Estate Budgets.
Collected, reported and analyzed key metrics data for TVP, Senior Executives and Field Leadership to illustrate results, trends and forecasts.
Developed written communications and talking points for TVP and Territory.
Solved complex problems effectively while keeping in balance Company objectives, financial impact, compliance, always in the best interest of our customers and Field Managers and/or Financial Professionals.
Director, Sales Compensation
Prudential Financial
Newark, NJ
07.1999 - 08.2011
Responsible for the design, implementation, administration and oversight of Agency Distribution field compensation plans and programs
Oversaw the training of Field and Home Office associates on compensation programs.
Accountable for compliance oversight of all compensation plans
Developed and maintained all field associate contracts Assessing both producer and field management compensation plans to ensure that they support Company objectives.
Ensured that field compensation plans align with Company objectives including completing required business case assessment.
Participated and led integration of Agency Distribution 2011 strategic initiatives.
Manager, Field Compensation
Prudential Financial
Newark, NJ
09.1996 - 02.1999
Associate Manager, Compensation
Prudential Financial
Newark, NJ
09.1994 - 09.1996
Developed and administered field compensation plans for Prudential Insurance and Financial Services.
Accounting Specialist, Pruco Life Comptrollers
Prudential Financial
Newark, NJ
06.1988 - 06.1990
Prepared Pruco Life Separate Accounts financial statements.
Managed Pruco Life Separate Accounts for Variable Appreciable Life Product.
Education
Bachelor of Science - Accounting
Rutgers, The State University of New Jersey
New Brunswick, NJ
06-1988
Skills
Develop and execute innovative solutions
Strategic leadership
Results oriented
Use analytics to determine success
Ability to assess and simplify complex situations
Remove barriers
Effective decision making
Building capable and inspired teams
Sales Compensation design and administration
Industry Board Affiliations
Serve as Prudential chair representative for the LIMRA Agency Distribution Study Group representing Prudential Advisors. The group meets semi-annually and provides a forum for peer companies to share industry knowledge, trends and best practices. The relationships within the group also serve as resource to seek information throughout the year, as necessary, from a peer companies.
Member of Women in Financial Services (WIFS). WIFS is the only national organization exclusively devoted to the success of women in the insurance and financial services fields. This forum provides professional and relevant education as well as significant networking opportunities.
Sr. Vice President - Business Development at Hitachi Payment Services Pvt LtdSr. Vice President - Business Development at Hitachi Payment Services Pvt Ltd