Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Nicole Hottmann

Verona,WI

Summary

Performance-oriented Sales Leader offering exceptional record of achievement over 22-year career. Decisive team leader and business manager with excellent attention to detail and persuasive communication style. Results-oriented with high energy levels and passion for customer service and sales. Polished in increasing sales volume by developing business opportunities and implementing effective sales programs.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Team Leader, Independent Insurance Advisor

Symmetry Financial Group
10.2020 - Current
  • Collaborated with an external marketing firm to develop a recruiting campaign that supports all agency team leaders.
  • Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
  • Developed team members' skills through targeted coaching sessions, resulting in improved individual performance.
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
  • Assisted in the development of training materials for new advisors, improving overall team performance.
  • Collaborated with clients to develop comprehensive financial plans tailored to individual client needs.
  • Enhanced client satisfaction by providing financial advice, personalized risk management, and retirement solution strategies.
  • Provided exceptional customer service, addressing client inquiries promptly and professionally.
  • Conducted thorough reviews of clients'' existing financial plans, identifying areas for improvement or adjustment.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Built and maintained relationships with clients to provide ongoing support.

Territory Sales Manager

Altria Group Distribution Company
02.2017 - 10.2020
  • Managed sales and distribution of all AGDC brands in Dubuque, Iowa market accounting for roughly $15 million in sales annually.
  • Established strong relationships with key clients, increasing market share for AGDC operating company brands Marlboro, Copenhagen, Black & Mild, among others.
  • Responsibly sold company initiatives to retail and wholesale partners including: promotions, new brands, inventory management and pricing strategies.
  • Consulted, advised and engaged with retail partners on category management and business analytics to help improve the performance of their business.
  • Maintained a deep understanding of industry trends, enabling informed decisions on sales strategies and product offerings.
  • Developed customized retail merchandising solutions based on client needs, resulting in increased customer satisfaction and loyalty.
  • Attended and represented company at trade show events within the territory to showcase company products, retail merchandising platform strategies, and increasing retail exposure.
  • Negotiated contracts with retail and wholesale partners, securing retail and wholesale agreements to support brand awareness and growth.
  • Analyzed sales data to identify opportunities for improvement and implemented targeted action plans on an ongoing basis.
  • Trained and developed Field Sales Summer Interns, provided ongoing feedback and shared best practices, fostering a positive work environment and overall positive internship experience.

Business Education Teacher

Dodgeville School District
08.2016 - 02.2017
  • Improved student comprehension by incorporating real-world examples and case studies into lessons, including organizing local business owners/operators to guest speak in the classroom.
  • Boosted student engagement with group projects and collaborative activities, fostering teamwork and communication skills.
  • Maintained open communication with parents and guardians regarding student progress, addressing concerns as needed.
  • Advised students on career pathways and post-secondary opportunities within the field of business, guiding their educational goals.
  • Developed comprehensive lesson plans to cover all aspects of the business curriculum, ensuring thorough knowledge acquisition.
  • Initiated collaboration between colleagues to share resources and ideas for improved lesson planning across the department.
  • Key Club Advisor for Dodgeville High School - organized extracurricular volunteer activities such as local blood drives and food drives, as well as other local volunteer outlets encouraging student engagement and hands on learning opportunities.
  • Head Girls Volleyball Coach for Dodgeville High School - organized and led volleyball program at all levels 7th grade through 12th grade. Was involved in the hiring of coaching staff at all levels, organizing youth camps and league opportunities, off-season development opportunities for high school players, season tryouts, all aspects of the season planning and execution for all levels.

Program Manager - National Accounts

Lands' End Business Outfitters
01.2016 - 08.2016


  • Worked side by side with National Account Managers to ensure projects were completed to customer satisfaction and meeting all program deadlines.
  • Managed cross-functional teams for successful project completion within deadlines and budgets: marketing, creative, merchandising, sourcing, production.
  • Enhanced project visibility with regular status updates, leading to increased stakeholder engagement.
  • Developed strategic plans, setting clear objectives and achievable milestones for the team.
  • Optimized resource allocation, effectively balancing priorities and managing competing demands.
  • Established strong relationships with key stakeholders, ensuring support for program initiatives.

Independent Insurance Agent

Symmetry Financial Group
05.2015 - 01.2016
  • Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
  • Boosted sales revenue by building strong relationships with clients and identifying cross-selling opportunities.
  • Streamlined the underwriting process for faster policy issuance, improving overall efficiency in client-facing operations.
  • Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
  • Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
  • Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.

Territory Sales Manager

Philip Morris USA
05.2001 - 08.2015
  • Managed sales and distribution of PMUSA brands in southwest Wisconsin market accounting for roughly $10 million in sales annually.
  • Established strong relationships with key clients, increasing market share for Philip Morris USA brands including Marlboro, Parliament, Basic, among others.
  • Responsibly sold company initiatives to retail and wholesale partners including: promotions, new brands, inventory management and pricing strategies.
  • Consulted, advised and engaged with retail partners on category management and business analytics to help improve the performance of their business.
  • Maintained a deep understanding of industry trends, enabling informed decisions on sales strategies and product offerings.
  • Developed customized retail merchandising solutions based on client needs, resulting in increased customer satisfaction and loyalty.
  • Negotiated contracts with retail and wholesale partners, securing retail and wholesale agreements to support brand awareness and growth.
  • Analyzed sales data to identify opportunities for improvement and implemented targeted action plans on an ongoing basis.
  • Attended and represented company at university recruiting events including presenting sales opportunities to Business School Student organizations and attending Business School and L&S job fairs at University of Wisconsin - Madison and University of Wisconsin - Whitewater.
  • Trained and developed Field Sales Summer Interns, provided ongoing feedback and shared best practices, fostering a positive work environment and overall positive internship experience.

Education

BBA - Marketing

University of Wisconsin Madison
Madison

Skills

  • Analytical thinking
  • Client relationship management
  • Interpersonal skills
  • Goal-oriented mindset
  • Teamwork and collaboration
  • Performance Management
  • Solution Selling
  • CRM Software
  • Sales Presentations
  • Business Growth and Retention
  • New Account Development

Accomplishments

  • Top 10 Producer Performance in Agency of 150 agents for the past three years.
  • Trained, mentored and supervised team of 15 insurance advisors.
  • Collaborated with and led a team of five Agency Owners and Team Leaders in the development of top performing Recruiting Campaign and all corresponding processes to manage it's success ongoing.

Certification

Licensed Life Insurance Agent in multiple states.

Licensed Health Insurance Agent in multiple states.

Timeline

Team Leader, Independent Insurance Advisor

Symmetry Financial Group
10.2020 - Current

Territory Sales Manager

Altria Group Distribution Company
02.2017 - 10.2020

Business Education Teacher

Dodgeville School District
08.2016 - 02.2017

Program Manager - National Accounts

Lands' End Business Outfitters
01.2016 - 08.2016

Independent Insurance Agent

Symmetry Financial Group
05.2015 - 01.2016

Territory Sales Manager

Philip Morris USA
05.2001 - 08.2015

BBA - Marketing

University of Wisconsin Madison

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Nicole Hottmann