Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Accomplishments
Affiliations
Training
Timeline
Generic

David Murphy

Tyngsborough,USA

Summary

Dynamic sales leader with a proven track record of excelling in recruitment and team building. Transformed underperforming teams into top producers, achieving significant revenue growth. Expert in management philosophy integration and public speaking, fostering a culture of excellence and collaboration. Passionate about driving sales performance and inspiring teams to exceed goals.

Overview

43
43
years of professional experience
1
1
Certification

Work History

Regional Vice President

Ameritas
Boston, MA
09.2020 - Current
  • NEED TO UPDATE

Partner

NYLIFE
Tyngsboro, MA
09.2018 - 08.2020
  • NEED TO UPDATE

Regional Vice President of Sales

Allstate Financial Services, LLC
Tyngsboro, MA
09.2017 - 10.2018
  • NEED TO UPDATE

President

Stratus Financial Group/Guardian Life
Tyngsboro, MA
07.2015 - 10.2017
  • Transformed struggling firm with 15 representatives, terminating 6 within first two months.
  • Recruited 10 new representatives, including 4 experienced, over 14 months.
  • Replaced recruiting director and sales manager to establish a strong winning culture.
  • Established Centers of Influence in new parochial marketplace to enhance visibility.
  • Developed multiple new sources for client acquisition and retention.
    Hired brokerage manager and recaptured several lost brokers for improved performance.

Executive Vice President

AXA Advisors
Kansas City, MI
04.2014 - 07.2015
  • Served as interim Branch Manager and appointed EVP full-time manager on July 1, 2014.
  • Surpassed 2014 business plan by achieving 106% of goals.
  • Recruited six representatives to enhance team capacity.
  • Re-engineered culture, training programs, supervision methods, and accountability measures.

Managing Director - Financial Group of MA

MetLife
Westborough, MA
10.1998 - 11.2013
  • Led four Realigned Firms with over 100 advisors across Massachusetts.
  • Transitioned culture and alignment for three firms, achieving Management Leaders Conference for four consecutive years.
  • Secured additional three firms in Massachusetts in March 2010.

Managing Director - Southern New England

MetLife
Wethersfield, CT
01.2002 - 03.2007
  • Directed compliance, sales, and representative growth for Major Market Firm with over 70 registered representatives across various sectors.
  • Transformed organizational culture, achieving recognition as management leaders three times within five years.

Regional Vice President

Metlife
Walnut Creek, CA
10.1998 - 12.2001
  • Oversaw OSJ responsibilities for 12 financial services firms across 47 locations with 280 representatives generating over $9 million in core FYC business.
  • Achieved rank of #1 in Regional bulletin prior to reassignment.
  • Recruited top-tier experienced representatives, securing 28 MDRT hires, including six Top of the Table.
  • Transformed recruitment strategy, leading to significant increases in experienced hires within the Region.

Vice President of Agencies

Aetna Life Brokerage
Hartford, CT
10.1997 - 10.1998
  • Oversaw 17 life brokerage managers and 36 MGAs, achieving target premium of 28 million.
  • Coordinated marketing initiatives with key national accounts, including Paine Webber and Legg Mason.
  • Resolved channel conflict between MGAs and life brokerage managers to enhance collaboration.

Vice President of Sales

Paul Revere Insurance Company
Worcester, MA
04.1993 - 10.1997
  • Managed sales, manpower, and budget of 1.5 million for 15 Career Agencies across ten states.
  • Coordinated product development, sales, and marketing initiatives as Career System Representative.
  • Served as National Coordinator for The Mentor Program in consultation with Dick McCloskey.

General Manager

Paul Revere Insurance
Worcester, MA
09.1989 - 04.1993
  • Increased agency production average 100% in two years Increased net manpower +5 in two years
  • Recognized as a top recruiter in the company and asked to speak at annual Sales Conference
  • Elected to Manager Advisory Council in 1992
  • Increased conference qualifiers from one to five in 18 months
  • Youngest General Manager appointed by the company at age 30

District Manager

Connecticut Mutual Life
Worcester, MA
04.1988 - 09.1989
  • Started scratch agency and established presence in Worcester, MA
  • Recruited 12 advisors in 14 months

Sales Manager

Transamerica Life Insurance Company
Boston, MA
04.1983 - 04.1988
  • Achieved consistent attendance and engagement and MDRT conference (spell out MDRT)
  • Recruited 16 advisors over five years, successfully retaining 8.

Sales Representative

Home Life Insurance Company
Wellesley, MA
06.1982 - 04.1983
  • Received industry revered basic training at Paul F. Saint Associates
  • Qualified for top new agent school

Education

BA - History

Worcester, MA
Worcester, MA
01.1982

Skills

  • Training program design
  • Cultural transformation
  • Sales management
  • Agency collaboration
  • Public speaking
  • Leadership and motivation
  • Sales strategy development
  • Recruitment and talent acquisition

Certification

  • Life, Health and Disability
  • NASD Registered Principal – Series 6, 63, 26, 7,66, 53 and 24

Hobbies and Interests

Married 30 years with three grown children. Enjoy golf, paddle tennis, squash and family activities

Accomplishments

  • Consistent Award winner for Regional Sales Leadership
  • MDRT and consistent conference producer
  • MetLife Management Leaders Qualification (6 of 8 yrs)

Affiliations

  • The American College Presidents Circle
  • GAMA – Former Board Member
  • NAIFA – Four Year Board Members; 34 years member
  • Holy Cross Varsity Club and Fordham Gridiron Club
  • Past President FPA Worcester chapter

Training

  • American College CLU – ChFC
  • AMTC – 1984
  • Purdue University – Kinder School 1990
  • Advanced Management Academy – 1993
  • LIMRA Regional Officers School – 1995

Timeline

Regional Vice President

Ameritas
09.2020 - Current

Partner

NYLIFE
09.2018 - 08.2020

Regional Vice President of Sales

Allstate Financial Services, LLC
09.2017 - 10.2018

President

Stratus Financial Group/Guardian Life
07.2015 - 10.2017

Executive Vice President

AXA Advisors
04.2014 - 07.2015

Managing Director - Southern New England

MetLife
01.2002 - 03.2007

Managing Director - Financial Group of MA

MetLife
10.1998 - 11.2013

Regional Vice President

Metlife
10.1998 - 12.2001

Vice President of Agencies

Aetna Life Brokerage
10.1997 - 10.1998

Vice President of Sales

Paul Revere Insurance Company
04.1993 - 10.1997

General Manager

Paul Revere Insurance
09.1989 - 04.1993

District Manager

Connecticut Mutual Life
04.1988 - 09.1989

Sales Manager

Transamerica Life Insurance Company
04.1983 - 04.1988

Sales Representative

Home Life Insurance Company
06.1982 - 04.1983

BA - History

Worcester, MA