Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Timeline
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KATHLEEN WHIPPLE

Kansas City,Mo

Summary

Seasoned Area Sales Manager with a proven track record at excelling in partnership building and consultative selling. Leveraged expertise in client needs assessment and KPI tracking to surpass sales targets, achieving significant market expansion and client base retention through strategic business analytics and effective team leadership.

Experienced with regional sales management, consistently exceeding sales targets and driving market growth. Utilizes strategic planning and team leadership to maximize performance and effectiveness. Track record of building strong client relationships and implementing successful sales strategies.

Overview

15
15
years of professional experience

Work History

Area Sales Manager

Spark a Cordish Company
04.2024 - Current
  • Executed sales strategies to drive revenue growth focusing on space and event management
  • Maintained Spark website
  • Influencing online brand strategies and driving projects forward using project management software.
  • Identifying and connecting with communities of interest, influencers, and advocates across platforms.
  • Attending offline events to strengthen and build relationships with loyal advocates.
  • Maintaining regular monitoring of client sentiment using analytics tools.
  • Production of monthly newsletter
  • Collaborating with creative content managers to build creative solutions to project needs.
  • Evaluating and tracking social performance to share actionable insights.
  • Establishing strong partnerships with key client staff.
  • Analyzed market trends and competitor activities to enhance product positioning and customer engagement.


Area Sales Manager

EXPANSIVE WORKSPACE
09.2018 - 04.2024
  • Forge and sustain relationships with key decision-makers within commercial entities to negotiate profitable contracts and secure long-term
  • Coordinate hiring, training, and ongoing professional development of property management and administrative staff
  • Earned recognition for maintaining properties at high capacity with low turnover through on-target advertising, professional networking, and excellent tenant relations
  • Manages, leads, and continuously updates CRM throughout the sales process and manages Yardi KUBE billing system
  • Generates profitable new business through prospecting within the local markets to achieve monthly sales targets
  • Determine, track, and communicate progress on monthly KPI focus items.

Retirement Plan Sales Manager

THE TODD ORGANIZATION
02.2017 - 09.2018
  • Current focus is on business development specializing in executive benefits, qualified and non-qualified plans, COLI and BOLI transactions
  • With clients in all major industries my focus is to develop strategic, effective compensation and benefit programs throughout the United States
  • Identifying potential clients and market growth opportunities
  • Manage relationships with external vendors providing tools and products for potential retirement plan clients while maintaining focus on client servicing, retention and cross selling efforts.

Retirement Plan Sales Manager

DST PRIME PLAN SOLUTIONS
05.2015 - 06.2016
  • Responsible for selling 401k and third-party administration services though external brokers by reviewing plan design options with them and their client community
  • Manage assigned territory and increase sales penetration rate among the territories top advisors, wire houses, and broker/dealers using Salesforce and other CRMs.

Retirement Plan Sales Manager

GREAT PLAINS TRUST
11.2014 - 05.2015
  • Responsible for selling retirement solutions for small to medium businesses including 401k, cash balance, defined contribution, money purchase, nonqualified deferred compensation among others
  • Designed and implemented a marketing strategy for our target market to increase sales activity across the United States.

Retirement Plan Sales Manager

JP MORGAN ASSET MANAGEMENT
05.2014 - 11.2014
  • Used significant knowledge of investment products with an emphasis on 401k, pension, deferred compensation, defined compensation, defined benefit, and defined contribution plans to assist plan participants
  • Provided personalized pre-retirement counseling, guidance, and assistance to retirees in selecting the most appropriate distribution options to meet their individual needs.

Contract Wholesaler

MONTAGE ASSET MANAGEMENT/TORTOISE CAPITAL ADVISORS
06.2010 - 02.2011
  • Developed and implemented a territory plan to help become a recognized product line in the industry among national accounts.

Education

Business Administration -

University of Phoenix

Skills

  • Partnership Building
  • Consultative Selling
  • Lead Qualification
  • Sales Team Supervision
  • Territory Management
  • Sales Tracking
  • Client Needs Assessment
  • New Account Development
  • Profit Target Achievement
  • Sales Training
  • KPI Tracking

Websites

Personal Information

Title: BUSINESS DEVELOPMENT MANAGER

Timeline

Area Sales Manager

Spark a Cordish Company
04.2024 - Current

Area Sales Manager

EXPANSIVE WORKSPACE
09.2018 - 04.2024

Retirement Plan Sales Manager

THE TODD ORGANIZATION
02.2017 - 09.2018

Retirement Plan Sales Manager

DST PRIME PLAN SOLUTIONS
05.2015 - 06.2016

Retirement Plan Sales Manager

GREAT PLAINS TRUST
11.2014 - 05.2015

Retirement Plan Sales Manager

JP MORGAN ASSET MANAGEMENT
05.2014 - 11.2014

Contract Wholesaler

MONTAGE ASSET MANAGEMENT/TORTOISE CAPITAL ADVISORS
06.2010 - 02.2011

Business Administration -

University of Phoenix

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