Summary
Overview
Work History
Skills
Certification
Recommendations
Timeline
Generic
Barbara Lewis

Barbara Lewis

Castle Pines,CO

Summary

Senior sales leader with a proven history of driving exceptional growth for Fortune 500 financial services, banks, and insurance companies with experience working in the institutional retirement, executive relocation, and personal lines insurance industries. Recognized for innovative sales approaches and unlocking value through creative, non-traditional methods. Passionate about building high-performing teams, delivering results, and transforming visionary goals into impactful outcomes. Adept at excelling both as a leader and hands-on-contributor, with a talent for challenging the status quo and inspiring fresh perspectives to drive meaningful growth.

Overview

33
33
years of professional experience
1
1
Certification

Work History

SENIOR DIRECTOR, BUSINESS DEVELOPMENT

OneAmerica Financial
Denver, CO
06.2022 - Current
  • Lead a team of national channel managers, tax-exempt sales directors, and ESOP practice leaders, to align intermediary distribution partners' goals with OneAmerica's retirement solutions, drive growth and advance key strategic initiatives
  • Designed, trained, and implemented a national relationship discovery process that uncovered critical growth strategy gaps, leading to a 35% increase in sales pipeline within six months and pioneered co-developed business strategies
  • Success was recognized by President of Retirement for its innovative approach to strengthen strategic partnerships with subsequent adoption by the employee benefits division
  • Strategically targeted healthcare and faith-based verticals, through a tailored, white glove service model, resulting in 120% achievement of team sales goal while increasing new business profitability by 34%
  • Developed and launched ESOPOLOGY advisor training and marketing program, achieving a record-breaking 192% increase over prior year sales, while empowering advisors to expand wealth management referrals through unique prospecting strategies
  • Created and executed a targeted client testimonial social media campaign with a $10,000 investment, generating $650,000 in new business revenue within the first year
  • Twice nominated for OneAmerica ASPIRE Leadership Award, the highest internal honor awarded across the organization

VICE PRESIDENT, SALES & STRATEGIC RELATIONS

Prudential Financial
Denver, CO
06.2015 - 06.2022
  • Led consultant relations team, including channel managers, actuarial and non-qualified plan design consultants to achieve 102% of sales goal during a global health pandemic
  • Spearheaded innovative compensation strategies that generated $2.3B in new assets from underpenetrated advisory firms
  • Achieved 115% of business goal target, through strategic team leadership and focus, amidst uncertainty surrounding major acquisition rumor and eventual Empower announcement
  • Earned top-quartile leadership ranking through exceptional performance reviews, exceeding goals, and spearheading key strategic initiatives, including the creation and successful launch of the organization's first-ever virtual Financial Advisory Council
  • Revitalized an underperforming West Region sales territory by coaching sales directors, delivering actionable feedback before and after final sales presentations, and implementing targeted strategic plans, driving a 45% increase in pipeline activity, and sustaining long-term sales growth opportunities

VICE PRESIDENT, INSTITUTIONAL SALES MANAGER

Great West Life and Annuity (Empower Retirement)
Denver, CO
07.2013 - 04.2015
  • Managed and coached mid & large-market sales team responsible for selling corporate 401(k) and not-for-profit 403(b) plans through intermediaries
  • Achieved record growth in institutional sales, surpassing expectations and boosting average new business plan size from $65M to $277M
  • Developed a personalized specialty market service model that successfully attracted major faith-based organizations with combined assets exceeding $10B
  • Senior member of acquisition team involving the purchase of J.P
  • Morgan Retirement Services business ($167B retirement AUM and 2 million participants) leading the organization to become the second largest recordkeeper in the US

SENIOR VICE PRESIDENT

Prudential Financial
Denver, CO
06.2010 - 06.2013
  • Led sales teams across Europe, Asia, Canada, and US, securing executive relocation deals with major corporations
  • Transformed sales process through groundbreaking approaches, including a first of its kind streamlined C-Suite distribution framework, leading to a 300% increase in sales results
  • Recognized in published sales training book ('Make it all about Them') for delivering creative sales presentations that helped secure the business of a $6B automobile manufacturer
  • Played pivotal role in acquisition due diligence process, contributing to a successful $110M sale to Berkshire Hathaway

HEAD OF INSTITUTIONAL SALES

JPMorgan Retirement Plan Services (Previously American Century until 2003)
Denver, CO
02.1992 - 09.2009
  • Hired as a registered representative, subsequently earning four promotions (corporate trainer, participant education, consultant relations, and regional sales director) before advancing into senior leadership roles in 2003
  • Managed all institutional sales VP's and sales support teams successfully securing $7B in assets during a global economic crisis, while helping to lead the retirement division to a top-10 company from a top-13 provider
  • Pioneered new referral program between corporate bankers and retirement sales directors, setting new records for cross-selling and enhancing collaboration, while driving a 40% unprecedented growth rate in revenue & client engagement

Skills

  • Team building and motivation
  • Collaborative leadership
  • Key performance indicators
  • Pipeline development
  • Prospecting skills

Certification

  • Series 6
  • Series 63
  • Series 7
  • Series 26
  • Life Insurance

Recommendations

14, https://www.linkedin.com/in/barbaraslewis/details/recommendations/?detailScreenTabIndex=0

Timeline

SENIOR DIRECTOR, BUSINESS DEVELOPMENT

OneAmerica Financial
06.2022 - Current

VICE PRESIDENT, SALES & STRATEGIC RELATIONS

Prudential Financial
06.2015 - 06.2022

VICE PRESIDENT, INSTITUTIONAL SALES MANAGER

Great West Life and Annuity (Empower Retirement)
07.2013 - 04.2015

SENIOR VICE PRESIDENT

Prudential Financial
06.2010 - 06.2013

HEAD OF INSTITUTIONAL SALES

JPMorgan Retirement Plan Services (Previously American Century until 2003)
02.1992 - 09.2009

Similar Profiles

CREATE PROFILE
Barbara Lewis