Accomplished sales and marketing professional with 17+ years of broad-based financial services experience. Exceptional organizational leader with a consultative approach to meeting and exceeding client expectations. Proficient communicator and multi-tasker with a passion for relationship building, brand awareness and organization. Independent, processed-oriented business strategist skilled in implementing innovative solutions, forging tactical alliances and identifying critical value. Highlights Expert in retirement products Cold Calling Relationship Management Sage and Sales Force CRM RFP Responses New Business Implementation Microsoft Office Organizational Leadership
Internal Sales SpecialistTHE STANDARD - Cincinnati, OH03/2010 - Current
Support four external Pension Consultants in the south territory to build relationships with advisors to maximize the benefits available to the plan sponsor, advisors and The Standard.
Provide internal wholesaling group retirement plans solutions including 401(k), 403(b), 457, non-qualified and Defined Benefit through broker dealers, RIA and TPA channels.
Make pro-active calls to qualified leads, follow up calls, run larkspur reports and act as a liaison between brokers and the home office.
Consult with advisors on business development strategies, plan design, education and advice programs.
Submit new business paperwork for all plans.
Field Technology RepresentativeGREAT AMERICAN FINANCIAL RESOURCES - Cincinnati, OH07/2008 - 03/2010
Monitor internal and external websites on a daily basis and report any issues to customers.
Assist with enhancements of the website, illustration software and other necessary tools.
Respond to agent and client issues with the website on the phone and via email.
Coordinate small web enhancement projects and obtain specifications from the requestor.
Internal Wholesaler and Advisor Work closely with external sales partners to develop an appropriate business plan to maximize sales.
Help identify key producers and aid in the implementation of marketing campaigns.
Provide sales and marketing support via telephone.