Scott Gabrilson, M.B.A
West Des Moines,Iowa
Summary
Accomplished sales and relationship manager with extensive leadership and coaching skills. I have 15 years of sales experience in financial services including mortgage, annuity, and mutual fund sales. I am a proven sales leader who consistently exceeds targets by developing creative sales concepts and strategies.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Regional Sales Director
National Western Life
01.2023 - Current
- Responsible for $200 million Annuity and Life sales goal within the Independent Distribution Channel focusing on Independent Marketing Organizations and Insurance Agencies
- Present sales and marketing concepts to our key marketing organizations and agencies to increase market share for National Western Life
- Responsible for budgeting and allocation of resources toward marketing programs, trade shows and agent incentive trips.
Director of Sales Support
Brokers International
01.2020 - 01.2023
- Managed Life and Annuity sales support teams which helped drive $2 Billion in insurance premium
- Exceeded company net revenue goals with an 111% YTD run rate in 2022
- Achieved 105% of annuity sales goal and 112% of life sales goal in 2021
- Designed proactive call campaigns to provide value to our agents and downline partners
- Launched new Outside Insurance Desk which cross sells life and annuity products to our medicare supplement partners.
Assistant Director
Principal Financial Group
01.2019 - 01.2020
- Led commissions department responsible for paying $1 billion dollars annually to Principal Financial Group's independent insurance agents
- Implemented cost savings measures totaling $400,000 annually
- Managed internal and external relationships promoting departmental services and setting expectations
- Oversaw IT Product Managers, Operations Managers and 15 customer contact center phone representatives.
Operations Manager
Principal Financial Group
01.2018 - 01.2019
- Managed teams of analysts, consultants, and customer service representatives to support life, disability, and annuity business partners
- Improved speed to answer by 47% and reduced phone abandonment rate by 40% within the first two months managing the team
- Proactively communicated with our key business partners and distribution relationships related to commission issues.
Divisional Sales Manager
Voya Financial Annuity & Asset Sales
01.2016 - 01.2018
- Led a team of 12 Regional Sales Consultants to grow annuity and mutual fund sales across a variety of broker dealers and banks including Allstate and Farmers Insurance
- Responsible for $950 million annuity sales goal and $120 million mutual fund sales goal
- Achieved 178% of sales target for mutual fund sales in 2017
- Rated a leadership score of 91 (of 100) by my employees, the highest of any manager in the department
- Used data analytics to build targeted sales campaigns to present a focused message to financial advisors
- Implemented Continuous Improvement management systems to focus on process improvements, problem solving and employee engagement.
Regional Wholesaler
Voya Financial Annuity & Asset Sales
01.2013 - 01.2016
- Managed and supported the Iowa/Missouri territory for Voya's Select Advantage IRA and fixed indexed annuities
- Drove sales through prospecting, maintaining relationships and presenting at office and regional meetings
- Top 10 Regional Sales Consultant in 2016 YTD Select Advantage production
- Exceeded sales goal and achieved 125% of sales target for 2015
- Reached 103% sales goal in 2014 for Select Advantage IRA product line
- Achieved 186% of sales goal for Select Advantage and fixed indexed annuities in 2013.
Sales Manager
Wells Fargo Financial
01.2007 - 01.2009
- Promoted to Sales Manager to coach, lead and train 10 loan officers
- Top volume producing team in November 2007, January 2008 and October 2008
- Oversaw real estate sales pipeline that ranged between $3-5 million
- Responsible for recruiting new hire candidates by attending career fairs, college visits and using online tools
- Coached, trained, and developed new employees.
Loan Officer
Wells Fargo Financial
01.2005 - 01.2007
- Originated mortgage loans within a Wells Fargo centralized sales platform targeting new and current customers
- Analyzed consumer credit reports, debt ratios and collateral to assess financial stability
- Ranked #1 in volume and products sold in 2007
- Employee of the Month: March 2006, December 2006 and April 2007.
Assistant Pub Manager
Royal Oak Pub & Restaurant
London, England
01.2003 - 01.2004
- Responsible for inventory, staffing and hospitality at the Royal Oak Pub
- Gained invaluable experience working with a diverse array of international staff.
Education
MBA - Finance
Drake University
Des Moines, Iowa12-2017
Bachelor of Arts - Journalism And Mass Communication
Drake University
Des Moines, Iowa05-2003
Skills
- Sales Presentations
- Customer Relationship Management
- Sales Training
- Territory Management
- Strategic Planning
- Key Account Management
- Sales leadership and training
- Sales Pipeline Management
Certification
- FINRA Series 6
- Finra Series 26
- Iowa Life Insurance License
Timeline
Regional Sales Director
National Western Life
01.2023 - Current
Director of Sales Support
Brokers International
01.2020 - 01.2023
Assistant Director
Principal Financial Group
01.2019 - 01.2020
Operations Manager
Principal Financial Group
01.2018 - 01.2019
Divisional Sales Manager
Voya Financial Annuity & Asset Sales
01.2016 - 01.2018
Regional Wholesaler
Voya Financial Annuity & Asset Sales
01.2013 - 01.2016
Sales Manager
Wells Fargo Financial
01.2007 - 01.2009
Loan Officer
Wells Fargo Financial
01.2005 - 01.2007
Assistant Pub Manager
Royal Oak Pub & Restaurant
01.2003 - 01.2004
MBA - Finance
Drake University
Bachelor of Arts - Journalism And Mass Communication
Drake University
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