Summary
Overview
Work History
Education
Skills
Timeline
Generic

Scott Russell

Orchard Park,NY

Summary

Results-focused professional with two decades of experience as a technology-driven wholesaler and point-of-sale specialist in the life insurance sector. Adept at cultivating relationships with financial advisors, independent producers, and attorneys to streamline client planning. Proven ability to identify opportunities, foster connections, and drive sales growth. Three time President's club qualifier, $1M sales surge in 2022 and notable sales and market share expansion in 2019.

Overview

16
16
years of professional experience

Work History

Vice President

Highland Capital Brokerage
Birmingham, AL
11.2020 - 07.2023

Contributed as a key member of the team overseeing HighCap Financial, Highland Capital's independent producer group. Notably, achieved a remarkable $1M increase in production in 2022 compared to the previous year.

Served as a Regional Vice President, spearheading sales initiatives within local wirehouse and bank channels. Orchestrated the onboarding process for new advisors, delivering comprehensive support encompassing marketing, illustration, underwriting, and point-of-sale assistance to both financial advisors and independent producers.

National Account VP

John Hancock Life Insurance Co
Boston, MA
05.2015 - 01.2020

Led sales team for a crucial Producer Group partner, achieving 20% sales growth and 25% market share increase in final year. Coordinated national sales efforts with account and regional teams, driving synergy. Conducted nationwide sales presentations, meetings, and study groups, amplifying industry presence and revenue impact.

National Account Director

John Hancock Life Insurance Co
Williamsville, NY
01.2010 - 03.2015

Internal sales support for premier producer group partner.

Worked with National Account VP to coordinate sales efforts within account.

Provided illustrations, sales support and marketing campaigns for life insurance producers.

Provided new business support, trouble shooting and escalation support for distribution partners.

Senior Sales Coordinator

John Hancock Life Insurance Co
Williamsville, NY
01.2008 - 12.2010

Worked one on one with Regional VP to achieve territory sales goals.

Worked with Regional VP on development and execution of regional business plan.

Provided illustration and sales support for distribution partners.

Education

Secondary Education

SUNY At Fredonia
Fredonia, NY

History

Slippery Rock University of Pennsylvania
Slippery Rock, PA

Skills

  • Results-Driven: 20 years of wholesaling and point-of-sale expertise in life insurance Proven track record with a $1M sales boost in 2022 and 20% sales growth plus 25% market share increase in 2019
  • Tech-Savvy: Leverage advanced technology for sales optimization and client planning enhancement
  • Relationship Builder: Cultivate strong partnerships with advisors, producers, and attorneys to drive seamless coordination and revenue growth
  • Sales Strategist: Identify growth opportunities, fueling sales expansion
  • Awards: Three time Presidents club qualifier, account leader in Protection Sales and Vitality adoption

Timeline

Vice President

Highland Capital Brokerage
11.2020 - 07.2023

National Account VP

John Hancock Life Insurance Co
05.2015 - 01.2020

National Account Director

John Hancock Life Insurance Co
01.2010 - 03.2015

Senior Sales Coordinator

John Hancock Life Insurance Co
01.2008 - 12.2010

Secondary Education

SUNY At Fredonia

History

Slippery Rock University of Pennsylvania
Scott Russell