Anna-Marie Michaelson
Westerville,OH
Summary
To obtain a position within the sales industry that best utilizes my knowledge, leadership skills and passion for building solid relationships and increasing sales opportunities. Sales management professional with over 15 years in business, finance and management roles. Demonstrating passion for building relationships, cultivating partnerships and growing businesses. Outstanding record of achievement for sales revenues, market penetration and territory growth.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Regional Sales Manager, VP
PNC Investments
06.2022 - Current
- Manage 26 FAs within the Ohio and Indiana markets
- Consistently exceed region goals top 3 RSM within all PNC footprint in 2023
- Top territory for client surveys within the investment division
- Support 8 retail Regional Managers with 80% of markets consistently exceeding referred revenue goals
- Run regional banker training sessions monthly in all 8 regions and weekly inspection calls with FA/RM/BM levels to stay consistent with sales process and results
- Partner with all eco lines of business leaders to find cross-sell opportunities.
Regional Marketing Director (External Wholesaler OH, VA, WV, PA)
Benefit Bank Distributors
01.2019 - 06.2022
- Supported Bank and Independent channels in OH, WV, VA and PA supported various insurance, annuities and long-term care products offered through National Western Life and Prosperity as a third party distribution
- Worked with Advisors to identify appropriate clients needing our solutions through book reviews, branch referral training and holding joint appointments
- Took a startup territory that produced 3 million in sales for 2018 to over 15 million in 2020
- Achieved #1 product partner within my top banks for all OH markets over the past two years
- Partner with three Internal Wholesalers to develop goals to grow our business successfully.
Sr Client Advisor VP Women in Business Advocate Certified
PNC Wealth Management
10.2017 - 12.2018
- Worked with affluent clients to uncover banking and investment needs through referrals and networking within the retail bank and commercial environment
- Supported three retail regions to cultivate and train for opportunities
- Within six months the territory grew from 5 to 45 referrals and 3 new families onboarded
- Mentored 2 colleagues for career growth potential monthly.
Regional Marketing Director (External Wholesaler), VP
Lincoln Financial Distributors
09.2012 - 10.2017
- Covered OH, WV, NKY as an external wholesaler supporting Lincoln's index and Variable Annuity strategies
- In 2012 increased territory VA sales from 25 Million to 50 Million, highest amount of VA sales in this territory
- In 2014 awarded the #1Index Wholesaler in the firm and ranked #7 in the Bank and Wirehouse channel for total overall sales
- In 2015 total sales were 106 Million and ranked #10 in the Bank and Wirehouse channel
- In 2016 Ranked #5 in Bank and Wirehouse channel for total sales.
VP- Internal Sales Desk Manager Wirehouse Division
JPMorgan Asset Management
08.2010 - 09.2012
- Managed our Columbus OH and San Francisco, CA Internal Wholesaling teams
- Oversaw daily sales focus/metrics and monthly call campaigns
- Responsible for call/sales coaching (Fusion Sales Process), run weekly team conference calls/meetings, and driving sales in JPMorgan Mutual Funds through the desk
- Achieved #1 ranking of Internal Sales Desk by Kasina in 2011
- Partner with our reports and contact management teams to effectively monitor our progress across the firm
- In 2011 chosen as one of five key individuals responsible for coordinating and representing JPMorgan at multiple Barron's top conferences.
VP-Director of Sales Support and Licensed Banker Development
Huntington Investment Company
04.2006 - 08.2010
- Built and managed the internal sales/service team and client service phone center
- The team consisted of one service team manager and ten internal sales/service support specialists
- This team was responsible for providing product, systems, and process support across the firm
- The service teams met and exceeded all industry service level standards under my leadership.
Director of Investments, Charter One Indiana/Ohio
Charter One Investment Services
08.2004 - 04.2006
- Spearheaded the start of Charter One Investment Services for the state of IN and Ohio
- Hired and developed sales team that within eight months had 60% of its members exceeding current goals in an all in-store environment
- Worked with the state President and retail directors to create a strong image of investments within our bank channel
- On a weekly basis conducted in-branch training sessions to increase investment leads
- Participated in weekly leadership meetings providing and seeking input in growing our market share
- Attended community events to provide a higher profile for Charter One.
External Wholesaler, Bank One Insurance, OH
Bank One
09.1995 - 08.2004
- Selected to become one of the first members of a newly formed wholesaling team charged with the opportunity to promote insurance and annuity products to the Financial Advisors and Licensed Bankers within the Bank One channel
- Traveled to NE and Central OH supporting proprietary life insurance products as well as other provider's Variable and Fixed Annuities
- Focused on training Financial Advisors as well as Licensed Bankers to educate and promote sales of new products within the bank channel
- Number three region in the organization for insurance sales.
Director of Life Insurance Sales and Service Team
Huntington Investment Company
- Managed a team consisting of one team manager/wholesaler along with four additional internal sales and case management team members
- This team was responsible for increasing life insurance sales though the four distribution channels within the Huntington Investment Company
- In 2009-2010 the team produced 20% year-over-year sales growth while improving overall processing time
- This team was also responsible for the daily case management support of business for both simple issue and fully underwritten life insurance business.
Events/Marketing Team Manager
Huntington Investment Company
- Responsible for reward and recognition events for all lines of business
- Worked daily with our National Sales Managers to develop contest criteria, reporting, and fulfilling all requests from 60 people in attendance to 200+
- Built team bios and end client approved marketing materials
- Successfully developed retirement focused marketing campaigns.
Director of Licensed Banker Development
Huntington Investment Company
- Responsible for further growing our 200 retail licensed bankers through education and selling skills
- Worked with outside consultants to develop and deliver monthly training sessions within each of our five states
- Conducted monthly 'train the trainer' sessions to educate our Regional Sales Coordinators on the topic of the month and consistent delivery methods to our retail partners
- Partnered with retail managers to drive initiative through on-going communications and monthly timelines
- Took the program to one of the top licensed banker teams in the bank BD channel
- Doubled the attendees in Circle of Excellence Program in a two-year timeframe.
VP-Regional Sales Manager
Huntington Investment Company
- Regional Sales Manager for the Central OH market
- Managed the number one market year-over-year from 2006-2007, where we averaged 105% of monthly sales goals on an ongoing basis
- Responsible for thirty financial advisors and associates along with 200 licensed bankers
- Developed new hire training for licensed bankers and financial advisors.
Regional Sales Coordinator
Huntington Investment Company
- Responsible for developing and delivering product and training needs to the Financial Advisory teams as well as retail Licensed Bankers
- Increased annual sales by 10% to hit 105% of goal in 2006
- Responsible for onboarding all newly licensed Bankers as well as new financial advisors
- Achieved award for top Regional Wholesaler in overall territory sales in 2006.
Regional Internal Wholesaler, OH
Bank One
- Worked with multiple External Wholesalers to establish and maintain current market share of mutual fund sales
- Obtained 85% overall market share in 2002, which exceeded the company minimum of 65%
- 2003 achieved the award of National Internal Wholesaler of the year for The One Group Mutual Funds
- Consistently maintained the highest total of outbound sales calls on the team.
Education
Associates Degree - Banking and Finance
Marshall University
Skills
- Territory and Account Management
- Sales Leadership
- Process Improvement
- Consultative and Relationship Selling
- Project Management
- Conflict Resolution
- Revenue Generation
- Training and Mentoring
- Account Management
Certification
- Series 7
- 63
- 24
- 51
- 66
- Life and Health
Affiliations
- Former Board Member Crohn's and Colitis
- Walk committee Crohn's and Colitis
- Member PNC Proud
Timeline
Regional Sales Manager, VP
PNC Investments
06.2022 - Current
Regional Marketing Director (External Wholesaler OH, VA, WV, PA)
Benefit Bank Distributors
01.2019 - 06.2022
Sr Client Advisor VP Women in Business Advocate Certified
PNC Wealth Management
10.2017 - 12.2018
Regional Marketing Director (External Wholesaler), VP
Lincoln Financial Distributors
09.2012 - 10.2017
VP- Internal Sales Desk Manager Wirehouse Division
JPMorgan Asset Management
08.2010 - 09.2012
VP-Director of Sales Support and Licensed Banker Development
Huntington Investment Company
04.2006 - 08.2010
Director of Investments, Charter One Indiana/Ohio
Charter One Investment Services
08.2004 - 04.2006
External Wholesaler, Bank One Insurance, OH
Bank One
09.1995 - 08.2004
Director of Life Insurance Sales and Service Team
Huntington Investment Company
Events/Marketing Team Manager
Huntington Investment Company
Director of Licensed Banker Development
Huntington Investment Company
VP-Regional Sales Manager
Huntington Investment Company
Regional Sales Coordinator
Huntington Investment Company
Regional Internal Wholesaler, OH
Bank One
Associates Degree - Banking and Finance
Marshall University