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Network Power<100 people
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🗿100%
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Work Background
Huntington InsuranceAssistant Vice President, Insurance Solutions
Apr. 2020Columbus, Ohio Metropolitan Area
Huntington InsuranceInsurance Solutions Manager
Oct. 2019 - Apr. 2020Ohio
AllstateField Sales Leader
Sep. 2017 - Sep. 2019Columbus, Ohio AreaRegional Sales Leader consulting with individuals interested in owning their own business, while offering coaching and support to help drive successful client acquisition, profitable sales growth, and increasing market share. Business coaching to new and established agents to help them succeed and find solutions to client needs throughout all stages of life. We are committed to helping others protect what matters most while preparing for their future.
AllstateField Sales Leader Associate
Feb. 2017 - Oct. 2017Columbus, Ohio AreaRegional Sales Leader consulting with individuals interested in owning their own business, while offering coaching and support to help drive successful client acquisition, profitable sales growth, and increasing market share. Business coaching to new and established agents to help them succeed and find solutions to client needs throughout all stages of life. We are committed to helping others protect what matters most while preparing for their future.
Ameriprise Financial Services, Inc.Regional Sales Director
Apr. 2016 - Feb. 2017OH / PARegional Sales Leader for 8 employee branch offices, responsible for driving organic sales and comprehensive financial planning. An emphasis is placed on the support and growth of our Experienced Advisor Recruits. This channel supports the financial advisor employee. Consult with advisors on business planning, financial planning, and growing their business through various means including social network, referrals, and seminars. Partnered with branch leaders to execute business strategy to achieve sales objectives. Facilitated sales presentations and case study analysis to encourage business growth in insurance, LTC, and annuities to complement existing investment advice. Point of Sale support provided to advisors and their clients where needed.
NationwideFinancial Products Sales Manager, Agency Distribution
May. 2008 - Apr. 2016NationwideFront-line people leader for team of 10 internal sales professionals, responsible for providing holistic sales solutions while supporting all financial product lines including: life, annuity,mutual funds, and retirement plans. Our channel supports Nationwide Exclusive Agents (EA), and Independent Property and Casualty Agents in the sale of financial products to their personal and commercial lines clients. Hired and trained associates on business planning, segmentation, prospecting, profiling and territory management. Partnered with field leadership to execute business strategy to achieve sales goals. Facilitated sales training. Consistent conference qualifier for successfully achieving sales results. Endorsements and recommendations received from my connections were not solicited and they did not receive any form of compensation.
NationwideSenior Internal Manager, Financial Product Sales
Jan. 2002 - Apr. 2008Assist and coach Nationwide Agents and in selling financial products to clients and identify cross-selling opportunities to existing P&C clients Communicate sales ideas, sales campaigns, and new product info through proactive calls and Web-ex application Partner with external sales counterparts to reach annual sales goals in: life insurance, annuities, pension and mutual funds Present sales ideas and product training at financial product workshops Creating case designs for: retirement and distribution planning, wealth transfer, estate planning, business succession planning, family and educational planning
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