Breanna Pham-Carr
Omaha,NE
Summary
Dynamic sales and marketing professional with extensive experience in the financial industry, including sales of life insurance, long-term care insurance, disability insurance, annuities, and mutual funds. Proven track record of exceeding targets, building client relationships, and driving revenue growth. Skilled in developing and executing marketing strategies to optimize sales performance and enhance brand visibility. Seeking a role to leverage combined expertise in sales, marketing, and finance for impactful business outcomes.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Insurance Consultant
LPL Financial
Remote, NE
02.2024 - Current
- Analyzed sales data and market trends to identify new business opportunities and provide strategic recommendations to senior leadership for business development and growth initiatives.
- Coordinated weekly product training sessions for internal staff to enhance product knowledge and sales capabilities, resulting in improved sales performance and efficiency.
- Assisted with development and execution of sales campaigns and promotional events to drive insurance support awareness and sales within organization.
- Provided ongoing coaching and support to insurance agents, offering guidance on sales techniques, product positioning, and customer relationship management.
- Participated in industry conferences and networking events to stay abreast of emerging opportunities within Insurance marketplace.
Internal Insurance Consultant
LPL Financial
Remote, NE
12.2022 - 02.2024
- Evaluated over 30 carrier partner products and sales processes to gain knowledge of product offerings, identify target market, and offer appropriate solutions to match client goals.
- Collaborated with financial advisors and office staff across USA to identify client needs and recommend suitable insurance products, contributing to increased sales and client satisfaction.
- Delivered tailored insurance presentations to diverse audiences, presenting value proposition of LPL Insurance Associates.
Senior Retirement Solutions Internal Wholesaler
Pacific life
Omaha, NE
05.2022 - 12.2022
- Effectively managed sales territory, consistently meeting or exceeding established goals and targets.
- Increased annuity and mutual fund sales by developing and maintaining strong relationships with financial advisors and clients.
- Contributed to increased team morale through consistent positive attitude, open communication, and genuine commitment to shared success.
- Increased sales with execution of 100+ proactive sales calls per day.
- Implemented full sales cycle processing from initial lead processing through conversion and closing.
- Maintained current knowledge of evolving changes in marketplace.
Long-Term Care Hybrid E-Wholesaler
Pacific Life
Omaha, NE
10.2021 - 05.2022
- Consistently exceeded established goals reaching over 100% to goal in 2019, 2020, and 2021through teamwork and focus on advisor Relationships.
- Earned opportunity to pilot E-Wholesaler hybrid role for division in 2020 and obtained greatest submit month for state by year end.
- Assisted in development of annual sales forecasts, contributing to company-wide financial planning efforts.
- Established and maintained strong relationships with Financial Professionals, Regional Director’s, Internal Sales desk associates and management in work from home environment.
Senior Long-Term Care Wholesaler
Pacific Life
Omaha, NE
09.2020 - 10.2021
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Developed product knowledge training for new employees, and mentored new hires, enhancing team performance.
- Earned Pacific Life Insurance Division Most Valuable Player award 2019.
Long-Term Care Internal Wholesaler
Pacific Life
Omaha, NE
10.2018 - 10.2021
- Partnered with External Wholesaler to set and exceed company defined sales goals for designated territory by defining territory responsibility and generating 30% more sales from internal role.
- Provided superior service to financial advisors by quickly responding to requests, suggestions and concerns.
- Fostered strong working relationships with external partner, financial advisors, and various departments within organization.
Senior Recruiter
RTG Medical
Freemont, NE
01.2017 - 01.2018
- Recruited nurses for open travel positions across United States and marketed to facilities to facilitate b2b contracts.
- Marketed RTG to facilities across US to gain client contracts and grow business.
- Coordinated hiring; immunizations, background checks, drug screenings and completed weekly payroll
- Maintained average of 100 outbound recruiting calls per day to increase book of nurses.
- Collaborated with HR leadership regarding candidate salary determinations
Seminar Marketing Coordinator
The Revolution FMO
Henderson, NV
01.2014 - 01.2017
- Planned seminar events and executed direct mail marketing campaigns to grow small insurance agencies across US.
- Accountable for increasing customer acquisition, response rates and tracking results.
- Created yearly marketing strategies for 100+ insurance agents and planned over 6,000 seminars.
- Increased response rates from .60% to 1.20%, increasing customer acquisition and RIO for producers.
- Led weekly seminar marketing team meetings to present campaign results and discuss innovating ideas to improve results.
Service Writer
Steven Motors
Wichita, K
01.2013 - 01.2014
- Coordinated guest’s vehicle service appointments upholding industry’s highest customer service standards.
- Initially hired as cashier for sister company and was quickly promoted to service writer.
- Delegated workload to mechanics on duty to ensure efficient service appointments.
- Upheld 5-star customer service rating.
Internet Marketing Coordinator
tiger financial management
Wichita, KS
01.2008 - 01.2013
- Initially hired as Customer Advocate (2008) in store front before accepting two promotions: Assistant Store Manager (2009) and Internet Marketing Coordinator (2011).
- Responsible for increasing retention rates through customer engagement.
- Increased customer retention by 28% with creation of “Welcome” campaign for new customers.
- Implemented intricate campaigns including email, SMS, outbound calls, PPC and direct mail methods.
- Further grew retention rates by targeted marketing aimed at specific stages of inactivity.
Education
Butler Community College
El Dorado, KS01.2012
Skills
- Sales Strategy Development: Demonstrated ability to develop effective sales strategies tailored to various financial products, including life insurance, long-term care insurance, disability insurance, annuities, and mutual funds
- Relationship Building: Proven track record of building strong, trust-based relationships with clients, financial advisors, and internal stakeholders to drive sales growth and foster client loyalty
- Marketing Strategy: Proficient in developing and executing comprehensive marketing strategies to promote financial products, conduct market research, and identify opportunities for business growth
- Product Knowledge: Extensive knowledge and expertise in financial products, including life insurance, long-term care insurance, disability insurance, annuities, and mutual funds, enabling effective sales presentations and client consultations
- Analytical Skills: Strong analytical skills to analyze sales data, market trends, and performance metrics to identify opportunities for optimization, make data-driven decisions, and drive revenue growth
- Communication: Excellent communication skills, both verbal and written, to effectively convey complex financial concepts, negotiate terms, and build rapport with clients and stakeholders
- Marketing Campaign Management: Experience in developing and managing marketing campaigns across various channels, including digital marketing, email marketing, and direct mail, to increase brand visibility and drive lead generation
- Sales Enablement: Skilled in sales enablement practices, including training and development, sales coaching, and creation of sales tools and collateral to support sales teams in achieving their targets
Certification
- Licensed Insurance Producer (Sickness, Accident & Health, Variable Life & Annuities) - Jan 2022
- Certification for Long-Term Care, Certirek- Jan 2024
- Series 63 License - Nov 2021
- Series 6 License - Dec 2018
- Securities Industry Essentials (SIE) License - Dec 2018
Timeline
Senior Insurance Consultant
LPL Financial
02.2024 - Current
Internal Insurance Consultant
LPL Financial
12.2022 - 02.2024
Senior Retirement Solutions Internal Wholesaler
Pacific life
05.2022 - 12.2022
Long-Term Care Hybrid E-Wholesaler
Pacific Life
10.2021 - 05.2022
Senior Long-Term Care Wholesaler
Pacific Life
09.2020 - 10.2021
Long-Term Care Internal Wholesaler
Pacific Life
10.2018 - 10.2021
Senior Recruiter
RTG Medical
01.2017 - 01.2018
Seminar Marketing Coordinator
The Revolution FMO
01.2014 - 01.2017
Service Writer
Steven Motors
01.2013 - 01.2014
Internet Marketing Coordinator
tiger financial management
01.2008 - 01.2013
Butler Community College
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