Sales Marketing

John R. Warren, Jr., CLU, ChFC

***** **** ***** ** ( Bothell, WA 98012 425-***-**** (

*********@*******.***

Financial Sales Management & Business Development

Marketing, Sales Acquisition, Retention, Product Development, Strategy,

Growth

Financial sales management professional with extensive network of clients

and history of developing both new and repeat business on the national

level. Recognized distribution builder for life, annuity, and voluntary

products achieving multi-million dollar sales increases and records over

10+ years. Specialize in sales planning strategy and tactical

implementation, sales cycle management, client relations, and marketing.

Leverage team leadership, strategic planning, and presentation skills to

drive branding through all appropriate channels.

Training & Development ( Product Development ( Project Management (

Budgeting ( Cost Benefit Analysis Expense Control ( P&L ( Business

Development ( Financial Analysis ( Risk Management

PROFESSIONAL EXPERIENCE

Symetra Financial, Bellevue, WA ( 2005 - 2010

Diversified financial services company with $25B offering employee

benefits, annuities, and life insurance through national network of

consultants, financial institutions, and independent agents.

VP - Agency Distribution (2007-2010)

Selected to lead and championed nationwide marketing and sales efforts with

7 direct reports and a $500K operating budget. Accountable for progression

of Life and Annuity products (Variable and Fixed) throughout independent

agents and advisors from brokerage agencies and independent marketing

organizations. Chartered with overseeing and elevating tactical execution

of sales and marketing plans, business and revenue models, and new product

development.

. Reversed underperforming sales distribution channel that had never

before reached targeted quotas after being chosen by senior management

to reengage partners and cultivate team focus and trust.

. Exceeded sales revenue quotas: 105%, 178%, 120%, last 3 years

respectively, despite the worst Life sales environment in more than 50

years by fostering a team culture of promoting featured products and

programs.

. Matched company business/revenue models with Distribution partners

improving both agent and customer experiences.

. Responsible for oversight of all product training and agent/customer

marketing messaging.

VP - Marketing (2005-2007)

Joined organization to manage a $2M operating budget earmarked for

development, promotion, and support of sales and marketing strategies

across 4 distinct distribution channels. Supervised 30 individuals tasked

with carrying out sales operations and competitive intelligence gathering.

. Created streamlined operations urgency across task timing and relevance

as a result of developing and implementing a comprehensive set of

marketing plans, tools, support, and product training programs.

. Established cornerstone of sales distribution support by creating and

managing dedicated channel marketing teams paired with specific

distribution channels improving the speed, volume and intensity of

marketing efforts.

. Managed product development process and cross-functional project plans

for 5 new life and annuity products.

Kanawha Insurance Company, Inc., Lancaster, SC ( 2002-2004

Offers comprehensive group and voluntary employee benefit insurance

solutions as well as third-party health claims administrative services.

VP - Marketing Services

Hired to spearhead Product Resources and Marketing Operations, including

the overall product, marketing, and distribution strategies. Independently

led creation and implementation of new products and merchandising across

distribution channels. Orchestrated proactive sales channel support while

serving as communication liaison between internal stakeholders, sales, and

marketing sales support.

. Ignited sales from $4M to $18M in a 2-year period by creating a high-

touch service and support culture for distributors, including training

for National Account Managers and Sales Support Specialists.

. Improved efficiency and speed to market three-fold by introducing and

chairing a cross-functional product implementation team responsible for

5 new products over 2-year period.

. Streamlined operations between agents, brokers, call centers, and

Internet channels by developing, implementing, and fine-tuning

distribution channel strategies to match distributor needs for products

and services.

John R. Warren, Jr., CLU, ChFC - Page Two

PROFESSIONAL EXPERIENCE (continued..)

AIG - American International Group, Wilmington, DE ( 1999-2002

World leader in insurance and financial services with operations in more

than 130 countries. Serves commercial, institutional, and individual

customers.

AVP of Operations - Worksite Central (2000-2002)

Promoted to steer cross-functional matrix organization in the creation of

new Worksite Central division. Tasked with spearheading products, multiple

channel distribution, operations, systems, rules of engagement, and cross-

selling compensation guidelines. Accountable for hiring and training of

National Account Executives to serve as coordinators between Worksite

Central accounts, internal profit centers and respective distribution

channels.

. Increased field productivity by managing the development and

implementation of custom system spanning product sales, marketing, and

enrollment.

. Managed product development and implementation process all life, A&H,

and DI products.

. Streamlined and standardized sold case installations by developing a MS

Project plan.

. Tracked proposal and case management activities through implementation

of corporate reporting system.

Director Marketing Operations - BankAssurance (1999-2000)

Hired to lead the execution and administration of strategies to sell

products through banks and financial institutions, including the creation,

facilitation, and management of direct marketing campaigns.

. Targeted banks and other financial institutions by developing,

implementing, and managing multi-channel account acquisition and

distribution strategy.

. Identified banking customers and channel strategies by implementing

insurance distribution and customer touch-point diagnostic analysis.

. Ensured compliance across areas such as contractual services, reporting

standards, account profitability via ROI model, marketing kit

effectiveness, and strategy review by overseeing comprehensive account

audit.

ADDITIONAL PROFESSIONAL EXPERIENCE

Jefferson Pilot Financial, Greensboro, NC ( 1996-1999

Operations Administration Manager - Bank Life Marketing and Marketing

Manager - Managed Care and Group Life Products

Colonial Life and Accident Insurance Company, Columbia, SC ( 1992-1996

Special Risk Product Manager - Semi-captive sales

PHP of NC a United Healthcare Company, Greensboro, NC ( 1991-1992

Senior Account Executive - Brokerage sales

Wausau Insurance Company, Greensboro, NC ( 1986-1991

Senior Account Manager - Direct sales.

EDUCATION & LICENSES

M.B.A. in Marketing (Dean's List)

University of Mississippi - Oxford, MS ( 1986

B.S. in Economics and Marketing (Dean's List)

Clemson University - Clemson, SC ( 1985

PROFESSIONAL AFFILIATIONS

CLU and ChFC

FSP - Financial Services Professionals

NAILBA - National Association of Independent Life Brokerage Agencies

Carney's Kids Foundation - Board of Directors Member

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