Business Development ~ Management ~ Team Building

 

 

Ø  Offer 17 years progressive sales, marketing and financial planning experience

Ø  Expertise in defining, developing and executing targeted strategies to capture new business, grow existing accounts, expand/diversify profit channels, and maximize competitive leveraging

Ø  Exceptional ability to research and evaluate industry trends and competitor products and use findings toward designing and executing strategies to boost company leveraging in a saturated market

Ø  Dynamic communication, presentation, relationship building, and problem solving abilities

Ø  Effectively define, develop and implemented targeted action plans to maximize operational productivity, efficiency and profitability

Ø  Proactive leader who successfully develops, mentors, and leads top-performing teams committed to providing superior service and financial planning

Ø  Excel at interacting with broad populations including senior management, sales and customer service staff as well as clients, external contractors and related stakeholders

Ø  MBA; BS in Finance

 

Key Achievements                                          

 

Ø  Successfully drove sales of direct-mail advertising to diverse commercial/business markets supporting penetration of over 1M consumer targets.

Ø  Recruited to support State Farm agency in expanding revenue streams through proactive cross-selling of full-range financial services to large existing client base.

Ø  Contributed expertise toward actively coaching Allstate agents and staff in effective sales and marketing strategies.

Ø  Ranked No. 5 Producer in 2007 out of more than 35 representatives.

Ø  Ranked in Top 10 Producers for 2006.

Ø  Generated over 700 clients in the Prince Georges County Public School System.

 

Real Estate Advertising Specialist; The Pennysaver Group, Hanover, MD                       2009-present

Strategically marketed classified and display advertising to prospective/new and existing property management, mortgage and real estate markets, providing quality client solutions for reaching 1M targeted households.

Actively designed layout and wording for classified ads; worked closely with Art Department in designing innovative display ads vital to supporting clients in maximizing results.

 

Financial Services Specialist; State Farm Insurance, Bowie, MD                                    2008-2009

Partnered with Agent in spearheading marketing campaigns while personally promoting individual/ family Health Insurance plans and diverse financial service solutions to established client base.

 

Personal Financial Specialist; Allstate Financial Services, Linthicum, MD                       2008

Collaborated with 5 Independent Agents in achieving company-defined performance goals; coached in generating interest and setting appointments with existing clients in order to diversify revenue streams and build critical relationships.

Personally consulted with clients; employed Personal Security Builder Analysis tool to determine optimal products for meeting client financial needs and goals.

 

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Financial Planner; MetLife Resources, Columbia, MD                                                    1993-2007

  Contributed dynamic leadership skills toward full accountability for the effective execution of client procurement and cultivation; proficiently developed and executed client retention strategies supporting enterprise-wide operations.

  Effectively planned, coordinated and facilitated operations to optimize productivity, efficiency and quality, with strong focus on the delivery of superior member/provider services.

  Effectuated innovative marketing techniques including financial seminars to attract new clients and promote new services.

  Presented clients with a diverse range of financial products spanning Life and Long-Term Care Insurance, investment products, and annuity products.

  Spearheaded diverse administrative functions ranging from staffing, training and performance evaluation to workflow planning, policies/procedures development, and technology-driven solutions implementation; exhibited solid leadership qualities in mentoring, coaching and develop new hires and junior team members.

 

 

M.B.A., Oral Roberts University

BS, Finance, Louisiana State University