Eric Baldwin

Proactively engaged independent financial planners, third-party marketers, and banks, playing a pivotal role in establishing the Regional Bank start-up channel for Fixed Index Annuity offerings at Symetra. Led the creation of innovative product, pricing, and compensation models, demonstrating adept leadership in overseeing marketing, operations, and processing. Showcased a keen commitment to driving New Business Development through expertly executed Third Party Marketing (TPM) initiatives, excelling as a Key Account relationship manager.

• Recognized as Multiple Wholesaler of the Year, Presidents Club, and Masters Award winner.
• Raised over $3 billion in total premium and voted best in class for presentation creation and delivery.
• Established exceptional business partnerships and deepened relationships throughout OH, PA, and WV in various channels.

Established and developed the Regional Bank start-up channel for Fixed Index Annuity offerings at ING. Led the creation of product, pricing, and compensation models, along with overseeing marketing, operations, and processing. Prioritized New Business Development through Third Party Marketing (TPM) initiatives, demonstrating excellence as a Key Account relationship manager.

• Successfully recruited over 5,000 new licensed agents, resulting in a 70% increase in appointed producers from initial levels.
• Achieved targeted objectives while consistently staying under the expense budget in all categories.
• Designed and delivered motivational keynotes and sales training workshops, recognized as best in class.

Contributed to the successful launch of a new Bank Broker Dealer in the Northwest Ohio, Michigan, and Northern Indiana territories for the newly formed Key Investment SERVICES, Inc. at Key Bank.

• Successfully recruited and onboarded a top-performing team of 15 Financial Advisors, all meeting or surpassing targeted objectives.
• Orchestrated impactful sales rallies, conducted best practice workshops, and facilitated coaching clinics.
• Exceeded net revenue expectations by an impressive 15% above the initial plan within the first year.

Held a strategic leadership position with responsibility for new business development and overall profitability within NCB's Community of Ohio. Managed a team of 17 direct reports, overseeing 107 licensed bankers.

• Conducted talent assessments, realigned personnel to optimize skill sets, and enhanced overall team effectiveness.
• Collaborated closely with NCB marketing executives and district sales executives to comprehend objectives and assist in meeting expectations.
• Developed customized plans for each district, addressing specific needs and facilitating the achievement of objectives.
• Formulated action plans encompassing prospecting, training, retail customer profiling, and personally conducted sales improvement workshops for NCB employees.
• Implemented tailored training initiatives and employee development strategies, resulting in a 20% increase in monthly productivity.
• Designed and presented a workshop, "How to Turn Your Book into a Business," delivered across the entire NCB footprint.

Led and expanded external wholesaler teams in Financial Institution Division and independent planner channels. Achieved exceptional sales growth, surpassing goals by 147% from $1.7 billion to $4.2 billion in three years. Drove targeted segmentation of the customer base, adding a position for unprecedented new client acquisition.

• Expanded the nationwide external wholesale team from 11 to 30 professionals, setting and enforcing performance standards.
• Received recognition for leading initiatives resulting in personnel exceeding goals in 2002, 2003, and 2004.
• Initiated aggressive sales improvement programs, sponsoring seminars, and providing skill-building training.
• Designed and executed 35 regional road shows in 2003/2004, resulting in a 12.5% average business increase in 90 days.
• Delivered impactful presentations to groups of up to 250, including VIP events and motivational sessions for large sales teams.
• Created and presented high-impact "Work Your Book" programs, covering client classification, target marketing, and referrals.
• Invited to present programs approximately 25 times in 2004.
• Authored producer best practice seminars, enabling wholesalers to engage retail clients effectively.
• Selected to serve on panels influencing marketing, product, and market readiness strategies.

Proactively engaged independent financial planners, third-party marketers, and banks, playing a pivotal role in establishing the Regional Bank start-up channel for Fixed Index Annuity offerings at Symetra. Led the creation of innovative product, pricing, and compensation models, demonstrating adept leadership in overseeing marketing, operations, and processing. Showcased a keen commitment to driving New Business Development through expertly executed Third Party Marketing (TPM) initiatives, excelling as a Key Account relationship manager.

• Surpassed goals by generating $25 million in sales within the first year of production.
• Led sales growth from zero to $325 million in just two years.
• Expanded the wholesaler team from 3 to 11 professionals.
• Established and managed an inside sales desk with 16 personnel, ensuring efficient handling of calls and providing robust support for external wholesalers.
• Implemented incentive programs, sales promotions, and mentoring initiatives, including weekly sales campaigns, quarterly leadership classes, joint sales calls, and monthly due diligence conferences.
• Developed incentive programs, sales promotions and mentoring programs, including weekly sales campaigns, quarterly leadership classes, joint sales calls, and monthly due diligence conferences.