Forward-thinking Regional Marketing Director with 30-year history of addressing strategic and tactical decisions to maintain market position and drive sales. Keen insight into financial marketing campaigns to drive success.
Overview
17
17
years of professional experience
Work History
Regional Marketing Director
Lincoln Financial Distributors
Radnor, PA
11.2014 - 05.2021
SFLA distribution of structured/buffered index annuities, variable annuities, fixed annuities
Organized and created robust sales meetings
Established market penetration and accelerated growth with Foreign Nationals and US Citizens living abroad.
Regional Vice President
Met Life Investors
Irvine, CA
07.2008 - 04.2014
Structured Product / Variable Annuity distribution IBD channel SFLA
Wholesaler of the year percentage over goal leader
Century Club Member
Ranked #1 out of 138 wholesalers, 234% market increase
Regional Vice President
JACKSON
Denver, Co
10.2003 - 06.2008
Solution based sales/marketing IBD/NASD channel SFLA territory
Super Stretch Award 2005,2006
Increased sales 27% year over year
Education
Bachelor of Arts - Economics
University of Georgia
Athens, Georgia
Skills
Product Development Budgeting
Market Trends Analysis
Salesforce CRM Software
Relationship Building
Additional Information
General Securities Series 7, Agent State Law Series 63 Florida Life and Variable Annuity, CFS