Maureen Brady
** ***** ****** ****** *********: 317-***-****
Indianapolis, IN 46219 E-Mail: abmqnm@r.postjobfree.com
SALES & RELATIONSHIP MANAGEMENT
> Built Midwest territory from zero base to $40 million book of business,
ranking #1 or #2 on team.
> Identified untapped market, developed and implemented sales strategy,
then produced $30 million book of business.
> Achieve virtually 100% exclusivity with accounts while maintaining
retention rate as high as 98% in highly competitive markets.
> Skilled at prospecting and generating referrals, plus established
outstanding reputation in 3-state territory, resulting in unsolicited
calls from organizations to establish business relationship.
> Conducted over 1500 presentations during career, with audiences including
Presidents, Boards of Directors, and groups ranging to 200 people.
An accomplished sales and relationship-management professional skilled at
accessing key decision makers and closing business. Adept at creating
presentations targeted to needs of prospective and existing clients.
Recognized for strengths in consultative sales, selling in fast-paced,
rapidly changing markets, winning business at accounts previously dominated
by the competition, and developing long-term relationships built on trust
and exceptional service.
EXPERIENCE
OneAmerica, Indianapolis, IN. 2008 - Present
Designer and provider of a wide array of retirement plans.
Transition Consultant - New Business & Transition Services
Advise company on plan design for add-on, new, and compliance-related
business.
. Plan and conduct conference calls to train over 40 sales personnel a
month located in 26 regional offices nationwide. Also train 12 internal
wholesalers and 2 Directors of Sales. Training addresses registered
business as well as product knowledge, prospecting, qualifying, and
closing techniques.
. Grew sales in registered market 30% in 2009 despite poor economy, also
ahead of goal.
. Support brokers and sales team through explaining highly technical and
complex plan design features and potential compliance implications.
. Work with accounts in transition and conversion of accounts to
OneAmerica.
Publix Super Markets, Lakeland, FL. 2007 - 2008
1,000+ unit, employee-owned supermarket chain in southeastern U.S., with
150,000 employees.
Manager - Retirement Programs
. Managed the Customer Service Call Center as well as the 401K plan and
the world's largest Employee Stock Ownership Plan, overseeing 80
employees through 2 supervisors.
TIAA-CREF (Teachers Insurance and Annuity Association - College Retirement
Equities Fund), Indianapolis, IN. 1999 - 2007
Founded by Andrew Carnegie in 1919, TIAA-CREF is one of the largest
financial services companies in the United States, with over $400 billion
in assets under management. The organization helps meet the retirement
needs of 3.6 million individuals and 15,000 institutions, including
universities, museums, teaching hospitals, libraries as well as attorney
and physician groups.
Director of Institutional Client Services
Developed sales strategies for each institution based on their yearly
plans, with responsibility for sales in Indiana, Missouri, and Kansas
calling on University Presidents, Boards of Trustees, union
representatives, attorneys, and physicians. Planned and conducted over 1500
presentations, including sales calls, seminars, workshops, Webinars, and in-
service training, addressing groups of up to 200, with 50 attendees the
average.
. Developed $40 million book of business from zero base while managing $1
billion in assets.
. Create sales and marketing strategies to generate new business, plus
expand business with existing accounts.
Maureen Brady
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. Managed all large, public institutions in the Midwest region, including
Indiana University, Purdue, Ball State, Indiana State, and University of
Kansas.
. Consistently ranked #1 or #2 out of 15-person sales team.
. Landed leading accounts, including Indiana University, Radiology
Associates, and Indiana University Physician's Group.
. Developed new business through prospecting, generating referrals, as
well as being contacted by organizations due to outstanding reputation
in the marketplace.
. Identified untapped kindergarten-to-12th grade market, performed
extensive cold calling and development of referrals, then generated $30
million in new business, including designing the plan components.
. Retained 98% of Ivy Tech Community College's business after it was let
for competitive bid. Activities included creating competitive PowerPoint
presentations, presenting at each of the colleges' 30 campuses, and
providing/overseeing 2 consultants who traveled the state for a month to
perform counseling.
. Developed and conducted financial seminars for college Presidents,
Boards of Trustees, union officials, as well as for new entrants into
plans.
. Key member of healthcare initiative team that explored healthcare plan
funding as people approach retirement age. Spoke at special college
seminar in Washington, DC, with participants including Cornell,
Wellesley, Bryn Mawr, Vassar, Skidmore, and Williams.
. Planned and organized special events, including creating and organizing
health benefits fairs at DePauw University and Wabash University as well
as Retirement Day (an annual event) at Purdue University.
. Created PowerPoint presentations first used for internal training
purposes, then made available to universities.
. Designed benefit programs tailored to needs of each institution as part
of sales strategy.
. Introduced train-the-trainer sessions, and trained 50 people regionally.
Previous experience includes Employee Benefits Trust Officer, Old National
Trust Company, Terre Haute, IN; Account Administrator, Mercantile Safe
Deposits, Baltimore, MD; Divisional Merchandise Manager, May Co., St.
Louis, MO.
EDUCATION & ADVANCED TRAINING
B.S., Florida State University, Tallahassee, FL.
Paralegal Degree in Employee Benefits, The Philadelphia
Institute, Philadelphia, PA.
Certified Employee Benefits Specialist (CEBS), The Wharton School of
Business, University of Pennsylvania, Philadelphia, PA.
PROFESSIONAL ASSOCIATIONS
Toastmaster's International - Gold Designation and
Competent Leader Designation
Past President, Area Governor 2003 - 2010
Pursuing Distinguished Toast Master Designation