Lisa Brozenic
Kansas City,MO
Summary
- Direct/Indirect Sales
- Leadership Skills
- Business to Business Sales
- Training & Development
- Client Consulting
- Strong Partnership Skills
Overview
26
26
years of professional experience
Work History
Account Manager
MGIC
11.2017 - Current
- Stayed current on company offerings and industry trends.
- Met existing and potential customers to review current services and expand sales opportunities.
- Developed customized account plans for customers to help them achieve their business goals.
- Built relationships with customers to promote long term business growth.
- Maintained current knowledge of evolving changes in marketplace.
Internal Wholesaler - Retirement Plan Sales (DCIO)
American Century Investments
06.2010 - 11.2017
- Partner with external wholesalers to position and sell key products and promote value added services to our clients
- Utilize unique fund analysis tools to strategically leverage our product offerings
- Proactive outbound calling efforts to promote key products and drive additional sales
- Facilitate finals presentations by coordinating prep calls, develop presentation deck, conduct research on client(s) and assembly of effective deliverable finals package to end client
- Train and develop new team members on effective territory management, partnership skills and resource leveraging
- Continually striving to be a valuable leader of the DCIO internal team by being a motivating resource to all team members
- Travel regularly to conduct face to face client meetings and company sponsored industry events.
Internal Sales Representative
American Century Investments
06.2010 - 10.2012
- Partner with internal wholesalers to position and sell key products and promote value added services to our clients
- Utilize fund analysis tools to strategically leverage our product offerings
- Handle inbound phone calls from Financial Advisors to assist in their process to sell our products
- Partner with internal/external wholesalers to complete larger projects geared towards driving more business.
Home Mortgage Consultant
Plaza Mortgage Services
10.1997 - 02.2006
- Sales focused wholesaling directly with real estate agents
- Originate conventional, FHA and VA loans
- Counsel bank customers to help them achieve home ownership goals
- Credit counsel potential mortgage customers in responsible credit practices
- Call on area subdivisions to solicit builder business
- Maintain and market complete loan database
- Train new mortgage associates.
Education
Bachelor of Arts - Organizational Leadership
MidAmerica Nazarene University
Olathe, KS05.2014
Skills
- Performance Tracking
- Networking skills
- Collaborating with designers
- Relationship Building
- Strategic Planning
Licenses And Education
Series 6, Series 63, Series 7, Bachelors in Organizational Leadership - MidAmerica Nazarene University - 2014, Certified Retirement Plan Specialist (CRPS), Property and Casualty License
Timeline
Account Manager
MGIC
11.2017 - Current
Internal Sales Representative
American Century Investments
06.2010 - 10.2012
Internal Wholesaler - Retirement Plan Sales (DCIO)
American Century Investments
06.2010 - 11.2017
Home Mortgage Consultant
Plaza Mortgage Services
10.1997 - 02.2006
Bachelor of Arts - Organizational Leadership
MidAmerica Nazarene University
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