Sales or marketing position with a investment firm or bank.
nuities in a three state territory. (Missouri, Iowa, and Nebraska)
2 Additional responsibility for all retirement plan and Life sales.
3 Devised strategies using Nationwide products to help clients reach their financial goals
4 Worked in both the wirehouse and regional channels
5 Attained 100% of Life goal YTD in 2002
6 Attained 90% of pension goal YTD in 2002
Transamerica Capital, Inc. (Formerly the Endeavor Group)
June 1998 to December 2000
1 Wholesaler for Endeavor variable and fixed annuities in a five state territory. ( Kansas, Missouri, Illinois, Indiana, and Kentucky)
2 Annuity sales in the territory had been decreasing by 25% per year. I increased sales by 60% the first year.
3 Sales for 2000 were up 20% YTD despite losing the regional channel and overcoming problems caused by the merger of Endeavor and Transamerica.
4 Worked in both the wirehouse and regional channels for most of two years
5 Participated in the Fusion program with its emphasis on the use of PowerPoint presentations
Paragon Life Insurance Company
March 1990 to June 1998
National Sales Director-Variable Products
1 Worked nationally with A.G.Edwards in sales of Group American Plus (GAP) and Executive Carve Out programs
2 GAP is a Variable Universal Life plan sold directly to clients. Sales increased at a rate of 20% per year
3 Executive Carve Out plans are sold to highly compensated individuals. I was responsible for direct sales to companies such as A.G.Edwards and J.C.Bradford
4 My duties included training brokers and presenting to individual clients.
Stifel Nicolaus and Company
March 1985 to February 1990
Vice-President : Special Products Department
1 Responsible for the sales of mutual funds, annuities, insurance, unit investment trusts, and limited partnerships in a network of 25 offices and 350 brokers
2 Performed sales training and seminar production.
3 Originated mutual fund performance reporting system.
4 Department accounted for 40+% of revenues for the firm
August 1981 to March 1985
1 Began as a regional marketing representative in the Tax Incentive Investment Department (limited partnerships)
2 Performed sales training and spoke at public seminars. The target client was a high net worth individual.
3 Promoted to Marketing Coordinator in 1983
4 Responsible for aiding brokers in the use of all investments carried by the firm
EDUCATION: University of Missouri-St. Louis
Bachelor of Science, School of Education
Southern Illinois University-Edwardsville
Master of Business, Marketing/Finance
Member: Beta Gamma Sigma Honor Society
Series 7, 63, 24 Licensed
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