Continued Director responsibilities as well as additional responsibilities leading the Business Development Desk
Recreated and elevated the BDD team’s model, purpose, and goals to better align to the NSMs/DSMs strategy which ultimately enhanced their effectiveness in the role and partnerships with external sales
Empowered the BDD team to increase their productivity average by 18% YOY and increase New Producers for their divisions which since developing the new prospect model, the team has helped drive more than 4500 New Producers and increased NPs on average by 129% YOY
Consistent travel during the year to industry conferences, offsite leadership meetings, sales conferences, midyear meetings as well as monthly to the Radnor office to ensure visibility and presence with team
Impactful member of the ASAP – Client & FP Experience Working Group to develop strategies and innovative enhancements to implement across the enterprise to elevate the client experience with Lincoln
Successfully developed and promoted 4 BDD team members to External Sales for Annuities
Director, Annuity Internal Sales
Lincoln Financial
04.2017 - 03.2021
Internal sales leader over all inbound and internal sales managers across all Annuity channels (about 75-85 employees) with a presence in two locations – Radnor, PA and Greensboro, NC responsible for setting internal sales strategy, aligned expectations, and positive team culture
Led and developed internal managers to be effective, efficient, and accountable leaders on the desk and spearheaded RSD’s Internal Wholesaler Advisory Council to help enhance the sales desk culture
Cultivated a positive environment that fostered employee engagement, increased retention rates, and boosted overall team morale by attracting, developing, and retaining talent with the highest performance levels
Developed and strengthened sustainable relationships with key internal and external stakeholders and partners
Traveled routinely throughout the year to industry conferences, offsite leadership meetings, sales conferences, as well as monthly to the GSO office to ensure visibility and presence with that team
Managed desk wide calendar and coordinator for desk wide events, trainings, partner meetings, development, and networking opportunities
Maintained internal manager and team budgets and tracked daily, monthly, and quarterly sales, productivity, call volume, pairings grid/annuity maps, and external feedback reports
Oversaw and managed both the Internal Advanced Sales Specialists and Competitive Intel Ambassadors as development programs to offer additional expertise and assistance for our sales teams to be as effective as possible on these topics
RSD Now – The Internal View Creator and Editor in Chief to provide sales desk happenings, recognitions, and updates across the enterprise to add to the overall engagement on and off the desk
Successfully developed and promoted 80+ team members to further their Lincoln career
Internal Sales Manager
Lincoln Financial
01.2014 - 03.2017
Internal Sales Manager over Wire/Bank Variable Annuity internal team, MGA/GA/ABGA Fixed Annuity internal team, and inbound sales team
Coached and motivated team members to meet and exceed productivity and sales goals through idea sharing, role play, and call coaching
Achieved more than 110% above goal in both 2014 and 2015
Coordinator for Greensboro sales desk trainings, Fund Partner meetings/fairs, team building events, key stakeholder meetings, and networking opportunities
Organized and maintained team budget, travel, sales, and performance reports on a monthly and quarterly basis
Internal Sales Consultant
Lincoln Financial
08.2010 - 12.2013
Partnered with external wholesaler to meet or exceed annuity sales goals by strengthening broker dealer’s customer experience, building relationships and increasing productivity through territory management, web conferences, live presentations, proactive calls to territory, sales illustrations, marketing support, problem resolution, and product and competitive positioning
Traveled to assist in advisor meetings and sales presentations and Strategic Partners conferences
Designated internal to serve on Advanced Solution team as an Internal Advanced Annuity Specialist
Inbound Sales Representative
Lincoln Financial
09.2008 - 07.2010
Fielded inbound calls from all distribution channels for Fixed and Indexed Annuities and supported agents in product training, new business/application procedures, ordered materials and ran illustrations
Assisted with new hire training, created monthly sales dashboard, contributed to outbound call campaigns and handled correspondence on exception cases with the LFD FAST Team
Education
B.A. Business Administration and Economics - Marketing
Greensboro College
Greensboro, NC
05.2008
Professional Licenses
Series 26, Series 6, Series 63, NC Life and Health