Regional Director Of Sales Resume Example Oak Street Health

REGIONAL DIRECTOR OF SALES

Summary

Executive with 24 years of experience in the insurance based financial services industry with proven record of consistently meeting or exceeding sales and profit goals. Adept at recruiting and leveraging talent through leadership and motivational expertise. Particular success in creating organizations from the ground up. Other specific areas of experience that can be utilized at any organization include: marketing, sales, strategic planning and implementation, organizational development, business development, process improvement, team building and training.

Experience

Regional Director of Sales01/2005 to Current
Oak Street HealthWaukegan , IL

Responsible for 1 of 40 markets for the Foresters, one of the largest fraternal financial services organizations today.
Operating as a not for profit 501c(8), all profits are reinvested into children's charities in local markets.
Recently Foresters decided to change its distribution model as of 2007 utilizing independent sales representatives instead of regionally managed and operated agency offices.
Managed region from "start-up" to exceeding sales and production goals in under a year.
Increased agency's number of profitable producers in the first year by 147%that ranked in the top third of all North American markets.
Qualified for Agency Team Builder (top 20% of agency managers in North America), recognition for having a targeted number of agent recruits achieve personal sales and profitability goals within first 6 months of the 2006 production year.
Achieved 130% of revenue generation goals and surpassed business plan targets for the agency's profitability through increased production and expense controls.
Firm representative and public speaker at children's charity events in the region.
Developed relationships with communities of fraternal members (clients of Foresters) and encouraged volunteerism within the network of charitable involvements.

Partner01/2004 to 01/2005
Banfield Pet HospitalJacksonville Beach , FL

Directed all activities around recruiting, developing and retaining sales associates for the Greater Cincinnati, Northern Kentucky and Northern Ohio territories of New York Life, the largest mutual company in America.
Created new unit within region by recruiting 6 registered representatives within 10 months, resulting in $50,000 in first year commissions.
Directed training, development and marketing activities for the office.
Established strategic alliances with other firms and professionals through networking, producing incremental sales opportunities for teams.

Managing Associate01/1999 to 01/2004
Community ScienceGaithersburg , MD

Hands-on responsibility for all aspects of marketing, recruiting and talent management for the Greater Cincinnati and Louisville, Kentucky territories for New England Financial, wholly owned by MetLife, the largest stock company in the U.S.
Created start-up unit by recruiting 14 registered representatives who produced over $250,000 in first year commissions.
Created and developed two specialized selling teams consisting of a senior planner, protégé, and sales associates focused on a targeted market segment.
Increased firm revenue 38%.
Developed firm management and reporting systems that improved accuracy of production forecasting and improved sales management process.
Implemented 90-day planning process for sales associates in conjunction with overall agency annual planning process.
Qualified for Agency Builders (top 20% of NEF Managing Associates) in first year under contract.
Selected for NEF Managing Partner Development Program.
Served as platform speaker at national sales conferences.
1 of 10 nominated for Managing Associate of the Year from a field of 300 Managing Associates company-wide.

Director01/1997 to 01/1999
PerficientFargo , ND

Responsible for managing field communications, business development, and special projects for GALIC (now GAFRI after division dissolved), a publicly traded company headquartered in Cincinnati, Ohio.
Designed and distributed series of brochures and other sales literature for the 403(b) marketplace, which contributed to an increase in 403(b) premiums by 17%.
Created "agent tool box" program that provided agents with proven sales concepts for use in the field which lead to an increase in agent calls to home office agent hot-line.
Successfully completed the evaluation of all GALIC independent agents as to their production status of GALIC annuity products.
The identification and workforce reduction of over 1600 non-producing agents contributed to savings in excess of $250,000 annually.
Developed and implemented contact management software system that assisted regional directors in tracking and reporting recruiting activity which increased productivity and efficiency of national recruiting efforts.

Director01/1994 to 01/1997
PerficientMinneapolis , MN

Responsible for strategic planning, agent recruitment and new business development for a local privately held financial services company.
Developed and implemented firm's strategic plan that identified both short and long term direction and goals.
Developed recruiting system that identified, selected, and hired appropriate sales associates resulting in an $80,000 profit improvement.
Recruited, trained, and developed new sales associates that achieved 18% company-wide increase in revenues.
Developed and implemented marketing strategies and sales presentations used by all producers; introduced Anthony Cole Training System for new and established sales associates.
Personally produced in excess of $100,000 of new business revenues through sales of financial products.

Account Executive01/1990 to 01/1994
Brown & Brown, Inc.West Palm Beach , FL

Financial Services.

President01/1988 to 01/1990
AltabancorpSaint George , UT

Sales Manager01/1988 to 01/1990
Infinity Contact, IncCedar Rapids , IA

Employee Benefits Consultant01/1985 to 01/1988
Arthur J Gallagher & Co.Palmview , TX

Special Agent01/1982 to 01/1985
Clark County, NevadaLas Vegas , NV

Bodily Injury Claims Adjuster01/1980 to 01/1982
Concord Group InsuranceBow , NH

Education and Training

B.A. Degree: Political Science BusinessNORTHERN ILLINOIS UNIVERSITYCity, StatePolitical Science Business

Activities and Honors

American College Charter Leadership Fellow (CLF), 2007 Qualifying Member of the Million Dollar Round Table RECENT Cystic Fibrosis Foundation, Board Member 2006 INVOLVEMENTS Xavier University William College of Business, Adjunct Workshop Moderator University of Cincinnati School of Business Marketing Department, Guest Lecturer Fellowship of Christian Athletes Northern Kentucky, Committee Member 2006

Skills

Agency, brochures, business development, business plan, c, coaching, concept, conferences, contact management, clients, direction, Financial, forecasting, home office, insurance, Team Builder, Managing, marketing strategies, marketing, market, office, network, networking, new business development, presentations, producing, profit, public speaker, speaker, recruiting 6, recruiting, recruitment, reporting, selling, sales, sales management, Sales Training, strategic, strategic alliances, strategic planning, training programs

Additional Information

PROFESSIONAL Life and Health Insurance License, Ohio and Kentucky ACHIEVEMENTS Series 6 & 63 Securities License (Series 26 Pending), Ohio and Kentucky

Resume Overview

School Attended

NORTHERN ILLINOIS UNIVERSITY

Job Titles Held:

Regional Director of Sales
Partner
Managing Associate
Director
Account Executive
President
Sales Manager
Employee Benefits Consultant
Special Agent
Bodily Injury Claims Adjuster

Degrees

B.A. Degree : Political Science Business

Regional Director of Sales Resume Example

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