Kale Simpson
North Little Rock,AR
Summary
Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations, driving sales and company growth and motivating employees while consistently establishing market dominance.
Overview
20
20
years of professional experience
Work History
SVP, Sales and Marketing
SMMG Financial, LLC
10.2019 - Current
- Hired and managed 100+ sales employees to maximize productivity while training staff on best practices and protocols.
- Directly managed a sales territory of 6 states where constant client interaction, sales and referrals were integral in 120% YOY division growth.
- Identified opportunities to improve business process flows and productivity.
- Established innovative policies to improve organizational performance and increase customer satisfaction.
- Led operational team in development, rollout, and management of new product lines.
- Managed financial, operational and human resources to optimize business performance.
- Oversaw business-wide changes to modernize procedures and organization.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
VP, Insurance & Annuity Sales
Arkansas Insurance Brokers, Inc
11.2010 - 10.2016
- Increased company growth through collaboration with sales and marketing departments.
- Resolved issues and recommended actions based on production and compliance reports.
- Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
- Directed market expansions to propel business forward, meet changing customer needs.
- Increased sales to $8MM annually through aggressive sales program overhaul, market campaigns and new product launches.
AVP, Premier Banking Client Manager
Bank Of America
05.2004 - 08.2008
- Actively managed a $100MM client book of business.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Focused on organic and acquisition growth to increase market share and profitability in Global Wealth & Investment Management Business.
- Interacted well with customers to build connections and nurture relationships.
Education
Bachelor of Science - Corporate Finance
Arkansas State University
State University, AR12.2004
CAS - Certified Annuity Specialist
Institue of Business & Finance
01.2021
Skills
- Corporate Presentations
- Strategic Plans
- Revenue Generation
- Public Speaking
- Operations Management
- Growth Planning
- Financial Management
- Partnership Development
Accomplishments
- Achieved 2011 Rising Star Award for Sales.
- Named 2012 MVP of Territory Sales.
- Received Outstanding Financial Services Award for personally producing $1MM in new client business for Month of August 2019 and September 2023.
Timeline
SVP, Sales and Marketing
SMMG Financial, LLC
10.2019 - Current
VP, Insurance & Annuity Sales
Arkansas Insurance Brokers, Inc
11.2010 - 10.2016
AVP, Premier Banking Client Manager
Bank Of America
05.2004 - 08.2008
Bachelor of Science - Corporate Finance
Arkansas State University
CAS - Certified Annuity Specialist
Institue of Business & Finance
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