MARY ANN ESTOK

**** *. ****, #**** ****: 412-***-****

Scottsdale, AZ 85258 ab81t3@r.postjobfree.com Cell: 412-***-****

SUMMARY

Accomplished in the development of sales, marketing and education operations. Improved sales by generating new

business through lead generation, cold-calling, relationship building, strategic analysis, planning and measurement.

Accelerated the learning of students and adults by creating, implementing and presenting educational traini ng sessions

in the areas of health education, motivation, leadership and financial planning.

Organizational Skills Networking Strengths

Problem Solving Ability Team Building/Work Force Diversity

Communication Skills Creativity in Leadership

PROFESSIONAL EXPERIENCE

MUTUAL OF OMAHA, Phoenix, AZ 2009-2012

District Sales Manager

Assist General Sales Manager in building a LADL (life, annuit y, disability and critical illness insurance

products) focused Agency with 1) production growth through "needs based" selling; 2) producer

development by recruiting, selecting, training, developing, and retaining new and experienced producers; and

3) maintain profitable operations by prudent management while achieving goals.

Field Management Award, 2010,2011

Coach of the Year Award, 2011

GAMA Frontline Silver Award, 2010

GAMA Frontline Gold Award, 2011

Keynote speaker Mutual of Omaha’s Management Development Orientation, 2011

ING MUTUAL FUNDS, Scottsdale, AZ 2005-2008

Mutual Fund distribution operation with investment products worldwide.

Senior Regional Sales Representative (2006 - 2008)

Internal Wholesaler (2005-2006)

Directed territory sales of ING mutual funds to financial advisors within the independent and bank channels of major

east coast cities. Exclusively New York, but also included Long Island, Boston, Miami and areas in Florida. Initiated

proactive sales campaigns focusing on all levels of sal es: acquisition, development and retention. Coordinated all

scheduling with 4 different external field partners and the online solution sales person. Multi-tasked efforts in up to 4

time zones on a regular basis. Wrote and developed specific business pl ans to meet each territory based on firm

availability, oversaw budget of each.

Led all territories in first time new business tickets in 2007.

Increased territory sales 150% in 2006 with new external sales partner.

In 2005, expanded sales in assigned territories from below average production to exceed company set goals on a

continuous basis (production increase of 115%).

Generated $22 M in Closed End fund sales (30 day period) 2005.

Finished number 1 in the East Coast Channel for Closed End fund sales at $9.3 M (30 day period) 2007.

Developed, implemented and integrated the process for online “go-to” technology into the traditional sales

process.

Maintained on-going relationships with brokers in New York City discussing global market conditions, retail fund

performance, positioning ideas and sales concepts.

Voted by peers to serve on the ING advisory council as a liaison between Sales and Marketing to develop sales

materials and process improvements.

Coordinated with corporate headquarters in Amsterdam, Netherlands to highlight two projects in the Scottsdale

location, published in the global magazine, ING MATTERS, distribution 140,000 worldwide in five languages.

Active with the ING Community Partners Committee which is charged to promote the image of ING within the

local community by working with charitable organizations: managed Scottsdale events for Junior Achievement,

Ronald McDonald House, St Vincent DePaul, and Heart Association.

MUTUAL OF OMAHA COMPANIES, Pittsburgh, PA 1991-2005

Full service insurance company headquartered in Omaha, Nebraska,

Self Employed Insurance Agent/Registered Representative

Built an insurance and investment business by marketing LADL products (Life, Annuities, Accident, Disability and

Long Term Care Insurance) as well as Mutual Funds. Oversaw and ran all business administrative operations involved

with self employment. Developed a marketing plan, identified and prospected to target markets, balanced budget,

mentored and coached assistants, wrote and delivered presentations for specific target audiences and continuously

worked the sales cycle to develop new business and service existing clients.

Keynote speaker on Life Insurance for the Pittsburgh Planned Giving Council Meeting, July 2003 Guest Speaker on

Association Marketing, 1996 Mutual of Omaha, Women’s Initiative Network Conference, Omaha, NE.

Top Mutual Fund Producer, Pittsburgh Office 1997 through 2003.

Mutual of Omaha Silver Application Achiever Award 1996.

Mutual of Omaha Presidents Club, 1996 through 2000.

Mutual of Omaha Master Builders Club, 2002.

Mutual of Omaha Builders Club, 1991, 1992, 1993, 1994, 2001, 2003.

National Sales Achievement Award, 1997.

DEPARTMENT OF DEFENSE SCHOOLS, Sicily, Italy 1986-1989

Largest School District in the world, educating dependent children of military personnel stationed overseas.

Secondary Health and Physical Education Specialist

Implemented and refined curriculum for students K-12 grade stationed at U.S. Naval Air Station.

Achieved superior evaluations from Administration in all areas of educational performance.

Organized a student yearbook staff and worked with US vendor to produce the school yearbooks,

1986,1987,1988,1989.

Coached High School Cheerleaders to Mediterranean Championship Squad.

Learned to speak, live and function in the Italian Community.

Organized students and parents to traveled on Educational Field Trips throughout Europe.

BELLE VERNON AREA SCHOOLS, Belle Vernon, PA 1980-1986

Public School District south of Pittsburgh, PA.

Secondary Health and Physical Education Teacher

EDUCATION

MASTER OF ARTS, ORGANIZATIONAL LEADERSHIP

Duquesne University, Pittsburgh, PA

Co-author: ABC’s of Leadership: A Journey of Enlightenment

BACHELOR OF SCIENCE IN EDUCATION

Area of concentration: Health and Physical Education

Slippery Rock University, Slippery Rock, PA

LICENSES / CERTIFICATIONS

Crucial Confrontations Training Course

Series 6-63-24 License

Richardson Consultative Sales Course

Marketing to Asian Markets Course

Certified Senior Advisor

AFFILIATIONS / COMMUNITY INVOLVEMENT

General Agents and Managers Association (GAMA)

Life Underwriting Training Council Fellow Life member

Duquesne University Alumni Life member

Slippery Rock University Alumni

Leukemia and Lymphoma Society Fundraising Volunteer Committee

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