David Junker
Saint Paul,MN
Summary
Seasoned Vice President at AMERIPRISE FINANCIAL/RIVERSOURCE INSURANCE with a proven track record of elevating sales by 340% through strategic planning and team motivation. Expert in complex insurance strategies and adept at adopting innovative technologies like webinar for virtual sales, showcasing exceptional decision-making and sales talent recruitment skills.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Vice President
One America
Indianapolis, IN
10.2020 - Current
Vice President
Ameriprise Financial/Riversource Insurance
01.2009 - 10.2020
- Develop and lead a sales organization of over 40 sales professionals
- Plan, create and execute the distribution strategy
- Cultivate mutually beneficial relationships with key business partners
- Oversee recruiting, training and motivating of sales teams
- Sales teams include internal wholesalers, directors of advanced strategies, DI specialists and training professionals responsible for generating life and disability income insurance sales
- Achieved incremental sales of 340% over last five years by transforming sales organization through successful design and execution of three unique specialist roles
- Initiated the strategic decision in 2010 to incorporate webinar technology as the standard procedure in doing virtual sales meetings long before it became the way to do business
- As a result, the sales cycle time was shortened and travel expenses were cut significantly
- Early adoption of this innovative idea allowed the organization to meet the challenges of the pandemic with a seamless transition to work from home with no interruptions to sales activity
Director of Advanced Strategies
Ameriprise Financial/Riversource Insurance
01.2006 - 01.2009
- Consulted and trained Ameriprise advisors on matters of tax, estate, business, and charitable planning
- Thoroughly investigated and evaluated training programs and directed the implementation of print and online sources
- Also acted as key resource for advisors in case development for their affluent clients
- Traveled extensively as a keynote speaker at conferences and provided point of sale assistance
- Served as subject matter expert in the development of numerous marketing brochures, client seminars, and advisor training materials in the areas of estate, succession, and executive benefits planning
Divisional Sales Director
Ameriprise Financial/Riversource Insurance
01.2002 - 01.2006
- Led a team of nine internal sales professionals accountable for driving life and disability income insurance sales representing over $125M in sales revenue
- Assisted senior leadership in the evaluation, creation and implementation of a consultative sales process, Quality Sales Call (QSC)
Regional Sales Consultant
Amerprise Financial/Riversource Insurance
01.2000 - 01.2001
- Managed sales territory jointly with an external sales partner in the Midwest covering Ameriprise and select regional broker/dealers for insurance and annuity products
- Promoted to a leader position in less than one year, based on performance
- Contributed to sales growth of $175M in first year as an integral member of start-up wholesaling organization in the regional broker/dealer channel
Regional Marketing Representative
AEI Fund Management
01.1999 - 01.2000
- Managed real estate investment fund sales for a private placement offering in a 5-state Midwest region consisting of approximately 1700 financial planners
- Successfully recruited 22 new independent broker/dealers to sell the fund, generating new sales that accounted for 23% of overall sales for the firm
Financial Representative
Fidelity Investments
01.1995 - 01.1998
- Provided financial advice to retail clients in the areas of asset allocation, wealth management, estate planning and charitable giving strategies
- Selected to lead the creation and implementation of the office retirement sales strategy which resulted in a 60% increase in assets over the previous year
- Ranked #1 in branch peer group
Financial Advisor
Prudential Securities
01.1993 - 01.1995
- Created a financial advisory practice for retail clients offering investment and insurance products
- Established an initial client base of $10M in assets through creative marketing, seminars and referrals in less than 18 months
Sales Representative
EBRA Products
01.1992 - 01.1993
- Specialized in the sales and service of packaging materials for the food service industry with over 150 clients covering three states
- Increased monthly sales in 18 months from $15K to $32K
Chair-Advisory Council
Highland Catholic School
St. Paul, USA
01.2018 - Current
- Preside over school’s main advisory board
- Oversee long-range planning, policy-setting and issue resolution
- Make committee assignments
- Prepare agenda and lead monthly meetings
Education
Juris Doctor -
William Mitchell College of Law
01.2004
Bachelor of Arts -
Purdue University
01.1992
Skills
- Strategic Planning
- Team Building and Motivation
- Business Negotiations
- Critical Decision-Making
- Keynote Speaker
- Troubleshooting Problems
- Sales Talent Recruitment
- Webinar Technology Adoption
- Complex Insurance Strategies Expertise
Certification
- FINRA Series 7, 63 & 24
- MN Health & Life licensed
- Admitted to practice law in Minnesota
Community Service
Chair-Advisory Council, 2018 - 2020
Highland Catholic School
- Preside over school’s main advisory board
- Oversee long-range planning
- policy-setting and issue resolution
Timeline
Vice President
One America
10.2020 - Current
Chair-Advisory Council
Highland Catholic School
01.2018 - Current
Vice President
Ameriprise Financial/Riversource Insurance
01.2009 - 10.2020
Director of Advanced Strategies
Ameriprise Financial/Riversource Insurance
01.2006 - 01.2009
Divisional Sales Director
Ameriprise Financial/Riversource Insurance
01.2002 - 01.2006
Regional Sales Consultant
Amerprise Financial/Riversource Insurance
01.2000 - 01.2001
Regional Marketing Representative
AEI Fund Management
01.1999 - 01.2000
Financial Representative
Fidelity Investments
01.1995 - 01.1998
Financial Advisor
Prudential Securities
01.1993 - 01.1995
Sales Representative
EBRA Products
01.1992 - 01.1993
Juris Doctor -
William Mitchell College of Law
Bachelor of Arts -
Purdue University
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