Project Manager Sales

Gail Lynn Moore

**** *. ******* ******, #***, Los Angeles, California 90056 Phone: 760-809-

3128

E-mail: **********@***.***

SUMMARY OF EXPERIENCE

A versatile financial services professional with experience in sales and

wholesaling (including investments, life insurance, voluntary employee

benefits, annuities and long term care insurance), marketing and new

product development. A self-motivated individual with outstanding

leadership, team-building and problem solving abilities. Vast field

experience and diverse product knowledge brings a unique perspective to any

sales and/or marketing endeavor. Excellent written and verbal

communication skills enable effective interface with a full spectrum of

audiences. High energy, professional demeanor, commanding presence and

motivational style requires a leadership role.

SELECTED ACCOMPLISHMENTS

> Wholesale Distribution - Penetrated major market (Southern California and

Hawaii) for the distribution of long term care insurance through

securities brokerage channel. Clients included most national wire house

and two major banks. Focused on product training, continuing education

requirements and client sales seminars. Territory encompassed

approximately 2700 account executives.

> Marketing- Successfully led several projects from concept to consumer.

Leadership involvement included market analysis, product design,

development of product fulfillment, marketing materials including product

branding, training materials and consumer pieces.

> Project Management - Built and consumer-tested a multiple-product

package. Project required cooperation from three separate product

factories with full departmental participation including: Compliance,

Legal, Underwriting, Actuarial/Risk, Claims, New Business, Commissions

and IT Services. Build included design and contracting of a third party

sales support center, which integrated the multiple products for a single

face to producer and consumer. Utilized New Product Testing and Six

Sigma quality rigor for all operations and processes.

> Team Leadership - Successfully coordinated product factory teams for the

design, development and launch of the top-selling long term care

insurance product on the market for industry leader. Significantly

shortened production time while utilizing Voice of Customer (VOC) from

direct agents, intermediate distributors and consumers. Product built

included New Product Testing Methodology.

PROFESSIONAL WORK EXPERIENCE

Independent Consultant

Los Angeles, California September, 2007 -Present

Developed & wrote business plans for several entities including a

solar energy business in Pennsylvania, which received funding and a

private equity group in Los Angeles, whose funding is still pending.

MetLife/AARP Los Angeles, California

September, 2005 - August, 2007 LTC Enrollment Consultant

Territory management for North Los Angeles County and parts of San

Bernardino and Orange Counties; duties include contacting and meeting

with interested AARP members for the sale of the MetLife/AARP group

long term care plan. Responsible for developing Centers of

Influence, conduct seminars and group talks to increase market

penetration.

BluePoint Mortgage

Encinitas, California 2003 -- 2005

Loan Consultant/Insurance Agent

Assisted clients with refinancing and new home purchase financing

needs. Recommended appropriate loan products and managed the

approval process.

GE Financial Assurance

. Regional Vice President, Long Term Care San Diego, California

2001 -- 2003

Wealth Management Services

Total territory accountability for a start up wholesale distribution

through the security brokerage channel. Territory included Southern

California and Hawaii. Introduced long term care insurance to

traditional stockbrokers and financial consultants moving towards a

total financial planning model. Assisted consultants by providing

product and continuing education training as well as client seminars,

workshops and one-on-one presentations and conference calls.

. Wealth Transfer Solutions Manager Richmond,

Virginia 2000 -- 2001

Wealth Management Services

Project Manager for new product initiatives from concept to market.

Piloted and field tested one solution that coordinating effors across

three product factories as well as a third-party sales support and

fulfillment center. Developed and wrote broker training and

marketing materials, including client seminars.

. Product Repackaging Leader San

Rafael, California 1999 -- 2000

Long Term Care Division

Led repackaging of flagship long term care insurance product, GE Long

Term Care Choice. Coordinated teams including: Compliance, Legal,

Risk, Contract, Underwriting, New Business Processing, Claims, and

Licensing. Had significant input on features and marketing materials

design and content. Reduced new product turnaround time by 80%,

enabling company to become more responsive to market demands.

GLM Financial Services Wheaton,

Maryland 1998 --1999

Consultant

Provided consultative services to small businesses. Services

included review, analysis and implementation of employer sponsored

and voluntary benefits. Subcontracted on larger projects. Offered

business insurance for Baltimore-based insurance broker. Products

included Professional Liability for dentists and accountants, health

insurance, disability and life insurance. Served as the endorsed

provider for the D.C. Dental Society and Greater Washington

Association of CPAs.

First Union National Bank

Washington, DC 1997 -- 1998

First Union Brokerage Services

Financial Specialist III

Sold financial products in retail bank setting. Products include

mutual funds, variable annuities and consumer loans, as well as

traditional bank products. Accountabilities included identifying and

referring clients for other services such as trusts, mortgages and

business loans.

ProVest Insurance Services Pittsburgh,

Pennsylvania 1992 -- 1995

at PNCBank

Account Executive/Investment Officer

Developed and executed marketing plan to manage referral process for

seventeen branch circuit. Recognized as a revenue production leader

across five-state program. Products included: mutual funds,

annuities, life and long term care insurance.

The Acacia Group/Calvert Securities

Pittsburgh, Pennsylvania 1990 -- 1991

Sears Financial Network, Sales Positions

Allstate Insurance Co Pittsburgh, Pennsylvania

1988 -- 1990

Dean Witter Reynolds Pittsburgh,

Pennsylvania 1986 -- 1988

EDUCATION AND LICENSING

Wellesley College Bachelor of Arts

Wellesley, Mass Urban Studies

Life and Health Agents' License California

Will renew.

NASD Series 7/63 Licensed March, 1987 -- August, 2000

Will register if required.

SKILLS AND TRAINING

Extensive corporate product sales training, licensing and continuing

education across multiple states

Change Acceleration Process/Facilitation Training

Six Sigma Quality DMAIC Training

Proficient in all Microsoft Office Applications, CRM and Outlook

Contact this candidate