Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Brian McCleave

Delaware,OH

Summary

Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing sales and motivating employees while establishing market dominance. Rare combination of senior management experience coupled with proven results as an individual contributor.

Overview

28
28
years of professional experience

Work History

Regional Sales Director

Empower Retirement
04.2022 - 03.2024
  • Signed two year contract with Empower to assist with migration of Prudential clients to Empower
  • Assisted with new sales as requested and sales team optimization

Sales Vice President, Midwest Region

Prudential Retirement
10.2015 - 03.2022
  • Sold governmental, Taft-Hartley, and not-for-profit retirement plans.
  • Exceeded sales goal in every year, highlighted by finishing #1 in national sales production in 2018, 2020, and 2021

Senior Vice President, National Sales

Prudential Retirement
04.2014 - 10.2015
  • Restructured departments for increased efficiency, optimizing resource allocation and improving communication between teams.
  • Had P&L responsibilities for my 176 member sales organization

National Sales Vice President, Tax-Exempt Markets

Prudential Retirement
06.2005 - 04.2014
  • Lead a national sales team of 19 individuals focused selling governmental, Taft-Hartley, and not-for-profit business.
  • Grew our client base from $8.6B to $67.3B during my tenure.

National Sales Manager

Nationwide Retirement Solutions
07.2002 - 06.2005
  • Managed 22 individuals focused on producing new sales and supporting sales functions.
  • Achieved average yearly sales goal targets by over 250% annually as Nationwide became the #1 provider of governmental plans during my tenure.

Regional Vice President of Operations

Nationwide Retirement Solutions
01.2002 - 07.2002
  • Managed 54 team members split between two call enter teams, 2 processing teams, relationship managers, and system analysts
  • Enhanced operational efficiency by streamlining processes and implementing cost-saving initiatives.

Regional Sales Director

Nationwide Retirement Solutions
11.1998 - 01.2002
  • Managed a 12 member sales team and 5 internal office staff focused on existing service and new plan sales.
  • Team surpassed sales targets each year while maintaining a 100% client retention rate.

Regional Underwriter

Nationwide Retirement Solutions
08.1997 - 11.1998
  • Developed strong relationships with external sales reps, advisors, and consultants.
  • Responsible for maximizing profitability on existing plans and new business.
  • served as project manager on service deliverables and enhancements.

Customer Service Representative

Nationwide Retirement Solutions
06.1996 - 08.1997
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Streamlined call center processes for improved efficiency and reduced wait times.

Education

Bachelor of Arts - Psychology/History

Cleveland State University
Cleveland, OH
08.1995

Skills

  • Business Planning
  • Profit and Loss Management
  • Revenue Generation
  • Staff Management
  • Operational management
  • Team Leadership
  • Coaching and Mentoring
  • Strategic Planning
  • Negotiation and Persuasion
  • Client Relationship Building
  • Customer Service

Accomplishments

2007 Industry President of the National Association of Government Defined Contribution Administrators

Timeline

Regional Sales Director

Empower Retirement
04.2022 - 03.2024

Sales Vice President, Midwest Region

Prudential Retirement
10.2015 - 03.2022

Senior Vice President, National Sales

Prudential Retirement
04.2014 - 10.2015

National Sales Vice President, Tax-Exempt Markets

Prudential Retirement
06.2005 - 04.2014

National Sales Manager

Nationwide Retirement Solutions
07.2002 - 06.2005

Regional Vice President of Operations

Nationwide Retirement Solutions
01.2002 - 07.2002

Regional Sales Director

Nationwide Retirement Solutions
11.1998 - 01.2002

Regional Underwriter

Nationwide Retirement Solutions
08.1997 - 11.1998

Customer Service Representative

Nationwide Retirement Solutions
06.1996 - 08.1997

Bachelor of Arts - Psychology/History

Cleveland State University
Brian McCleave