Corporate professional with extensive experience in driving organizational success and delivering impactful results. Known for strategic mindset and ability to lead and inspire teams towards achieving company goals. Reliable in navigating complex business landscapes and adapting to dynamic market conditions, with strong focus on collaborative leadership and goal attainment.
Built strong relationships with key stakeholders to facilitate collaboration and support ongoing success.
Managed cross-functional teams to drive organizational growth and achieve key objectives.
Established and maintained strong relationships with customers, vendors and strategic partners.
Formulated and executed strategic initiatives to improve product offerings.
Regional Vice President
AXA Equitable
12.2007 - 07.2016
Responsible for marketing AXA life products to AXA Advisors in Michigan, Ohio, Indiana, Kentucky, and Missouri. Worked with Branch Education Coordinators, Branch Managers, and District Managers to grow life production in their branches. Responsible for promoting all AXA Life products, focusing on Term and Variable Life portfolio.
Key Achievements:
Consistently achieved sales goals and sales awards. Received commendation awards in years 2010, 2011, and 2012.
Worked with branch managers to achieve their life insurance sales goals and thereby allowing them to reach their bonus levels.
Implemented and ran monthly educational meetings focusing on life products and life sales concepts which increased production by 20% among existing brokers and training new advisors.
Created specific business plans to meet each branch manager’s life insurance production goals.
Leveraged relationships with COLI, premium financing, and life settlement specialists to broaden life insurance sales and distribution.
Full-time
8 yrs 8 mos
Regional Vice President
Transamerica Insurance and Investment Group
01.2006 - 01.2007
Developed relationships with Estate Planning Specialist, Branch Managers, Sales Managers and Financial Advisors to assist in meeting life insurance goals. Worked with General Agencies in Michigan, Ohio, Kentucky, Indiana, and Virginia.
Key Achievements:
Territory reached sales goal in first full year of production.
Selected speaker at national Smith Barney and Women in Insurance and Financial Planning meetings.
Developed relationship with Estate planning specialist to design business plan to achieve their life goals.
Worked extensively with Highland Capital, Life Mark, and Capitas General Agents to promote wire house relationships.
Worked directly with wire house advisors as point of sale insurance specialist.
1 yr
Regional Vice President
Jackson National
01.2003 - 01.2005
Responsible for marketing Jackson National Life products all independent financial advisors in Michigan and Indiana. Acted as point of sale for Financial Advisors and their clients assisting in every aspect of the life insurance process. Heavily marketed estate transfer and generation skipping strategies.
Key Achievements:
Consistently met and exceeded sales goals of $1,000,000 plus of target premium in each full year, leaving position at $4,000,000 of target premium.
Consistently maintained position as top 5 life wholesalers for company. Received commendation for most cases sold for 2004.
Featured speaker at National Broker Dealer conferences.
2 yrs
Regional Advisor to Smith Barney
Lincoln Financial Distributors
01.2001 - 01.2003
Responsible for marketing Lincoln Life products to 9 Smith Barney branches in Colorado and Utah. Worked exclusively point of sale with the 500 Financial Advisors in this area. Acted as point of sale for Financial Advisors and their clients assisting in every aspect of the life insurance process.
2 yrs
Brokerage Director
Phoenix Wealth Management
01.1998 - 01.2001
Wholesaled Phoenix life insurance products to Wire Houses, Regional Life Insurance Agents and Registered Representatives in Michigan. Partnered with Advanced Marketing Team to develop and present high net worth estate planning solutions.