Susan Cooper
Manasquan,NJ
Summary
Accomplished Managing Director with a proven track record specializing in recruitment strategies, practice development coaching and sales leadership. Demonstrated success in mentoring and training, driving revenue growth, dynamic team development and fostering a winning culture. A passion for elevating financial literacy and supporting diverse communities.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Managing Director
Prudential Financial
01.2017 - 08.2024
Highly regarded Leader and Coach
Successful track record in Profitability, Performance and Growth
Recruiting New & Experienced Financial Advisors
Developed High Performing Leaders and Teams
Managing Partner
Penn Mutual Life Insurance
06.2009 - 11.2016
As Managing Partner for Empire Wealth Strategies, NYC Penn Mutual Insurance Company, recognized with the Prestigious Chairman's Award #1 firm nationally for Exponential growth in Recruiting, Productivity and Overall Revenues.
Executive Vice President
AXA Advisors and Equitable Life
08.1984 - 06.2009
Long term track record of success spanning 25 years. Starting as a Financial Advisor, then promoted to Sales Management, Regional Vice President and Executive Vice President.
Education
Masters in Management -
The American College
King Of Prussia, PA01.2014
Bachelor of Science - Education
Keene State College
Keene, NH06.1982
Skills
- Recruitment Strategies
- Sales Leadership
- Mentoring and training
- Revenue Growth
Certification
Certified Financial Planner, CFP
Chartered Financial Consultant ChFC
Retirement Income Certified Professional RICP
Chartered Life Underwriter CLU
Masters in Management MSM
Affiliations
- The American College Board of Trustees 2008-2024
- MDRT, LIMRA, GAMA, WIFS, AALU, NAIFA, FINSECA
Timeline
Managing Director
Prudential Financial
01.2017 - 08.2024
Managing Partner
Penn Mutual Life Insurance
06.2009 - 11.2016
Executive Vice President
AXA Advisors and Equitable Life
08.1984 - 06.2009
Masters in Management -
The American College
Bachelor of Science - Education
Keene State College
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