DANEEN GIMSON
Charlotte,NC
Summary
With over 25 years of sales leadership experience in the financial services industry, I am a results-oriented professional known for driving revenue growth, fostering strategic partnerships, and exceeding client expectations. Specializing in relationship management, financial planning solutions, and market penetration strategies, I excel in leading high-performing teams, spearheading sales initiatives, and navigating complex business landscapes. My track record of success is attributed to my strategic mindset, strong communication skills, and ability to deliver innovative solutions that drive sustainable business growth. Passionate about sales excellence, I am poised to leverage my expertise to deliver impactful results in my next role.
Overview
28
28
years of professional experience
7
7
Certification
Work History
Vice-President Lead Business Growth Development Consultant
Wells Fargo Advisors
05.2020 - Current
- Drove rapid adoption of new planning software, achieving an exceptional 70% Financial Advisor Participation rate
- Consulted 270 Financial Advisors, strategically driving advisory adoption, asset flows, and bolstering client satisfaction
- Delivered comprehensive training on cutting-edge technology, tools, and innovative investment product solutions, including annuities, life insurance, advisory services, alternatives, and structured notes
- Collaborated with market leadership to design and implement dynamic sales initiatives, providing pivotal support in the absence of branch management.
Sales Vice-President
Highland Capital Advisors
01.2019 - 01.2021
- Provided unparalleled sales expertise to advisors, guiding them in client discovery, strategic planning, and solution delivery
- Conducted thorough book reviews, identifying key opportunities for enhanced sales conversations and increased revenue
- Cultivated and nurtured relationships with institutional, banking, and independent financial advisors across the North Carolina market, driving business growth and market expansion.
Vice-President Wealth Structure Consultant (NC/SC, VA, OH)
SunTrust Investments
01.2016 - 01.2019
- Orchestrated high-impact sales strategies for risk-based and advisory products across multiple states in retail and wealth management sectors
- Managed external vendors to align sales efforts with organizational goals, ensuring seamless execution and optimal performance
- Empowered Financial Advisors with advanced sales techniques and best practices, catalyzing business growth and revenue generation
- Played a pivotal role in recruiting top-tier talent, resulting in over $25 million in revenue generated by 4 new teams.
Vice-President Life Insurance Product Manager / Business Relationship Manager
PNCI
01.2014 - 01.2016
- Spearheaded comprehensive product and sales strategies for life insurance products, driving market penetration and revenue growth
- Directed all facets of product distribution, development, analytics, enhancement, and administration, optimizing operational efficiency and sales performance
- Fostered collaborative partnerships across various departments, including operations, risk, legal, compliance, finance, marketing, planning, and communications, to ensure seamless product delivery and support.
Education
Some College (No Degree) - Communications
University of Memphis
Memphis, TNSkills
- Sales Strategy and Execution
- Relationship Management
- Financial Planning Solutions
- Training and Leadership Development
- Market Penetration Strategies
- Business Analysis and Forecasting
- Negotiation and Communication Mastery
- Data Analysis
- Contract Negotiation
- Cross-functional team leadership
- Recruiting and Hiring
- Public Speaking
Certification
- North Carolina Life, Health & MedSupp/LTC
- Series 6, 7, 66, and 63 Certifications
Timeline
Vice-President Lead Business Growth Development Consultant
Wells Fargo Advisors
05.2020 - Current
Sales Vice-President
Highland Capital Advisors
01.2019 - 01.2021
Vice-President Wealth Structure Consultant (NC/SC, VA, OH)
SunTrust Investments
01.2016 - 01.2019
Vice-President Life Insurance Product Manager / Business Relationship Manager
PNCI
01.2014 - 01.2016
Some College (No Degree) - Communications
University of Memphis