Sales Manager

Dan VonLehmden, CRC

Investment/Annuity Wholesaler Executive

**** ** ***** *****

Stuart, FL 34997

Mobile: 772-***-**** Office: 772-***-**** Home: 772-***-**** Fax: 772-

***-****

abnabl@r.postjobfree.com

Career Skills: Key Career

Accomplishments:

> Inspiring Leader with Servant Leadership Qualities

> Annuities and Mutual Fund expert

> Consultative Sales Skills

> Team-based and Individual Creativity Training

> Organizational skills based on David Allen's Getting Things Done and

Ready For Anything systems

> Experience with multiple CRM systems (Salesforce.com, Seibel, ACT and

Goldmine)

> Excellent Public Speaking skills

> Trained on Consultative Selling techniques for Financial Advisors

> Superb follow-up sales systems for Financial Services Sales

environment.

> Chairman of 2007 JACKSON Wholesaler Leader's Council

> Appointed to JACKSON Executive Development Program

> 2006 JACKSON Wholesaler Leadership Award

> 2005 JACKSON Top Gun Public Speaker Award

> Founded Bank One Toastmasters

> Certified Retirement Counselor

> Sequoia Certified Wholesaler

> Hired and trained an administrative and marketing assistant in

Wholesaler Marketing System.

Licenses and Designations:

> Licenses include: Series 7, Series 63, FL Variable Annuity and Life

> Designations: Certified Retirement Counselor

> Current course enrollments: Completed 5 Courses (American College)

required to sit for CFP exam.

Professional Experience:

Multi-Funds, Inc. February 1, 2009

to current

Regional Director External Wholesaler- Independent Advisor,

RIA and Bank Channels

Florida and Puerto Rico

> Developed database of 35,715 Independent, Bank and RIA reps in Florida

> Created prospecting, presentation and follow-up systems for over 20

distinct investment and insurance products

> Independently representing the following investment and annuity

products:

EAS Genesis Alternative Strategies Fund, Compass EMP Separately-

Managed Accounts and Mutual Funds, Empiric World Stock Fund, SMH

Catalyst High Income Fund, American Independence Funds, American

National Fixed and Indexed Annuities, Midland National Indexed

Annuities, Legacy Group Fixed and Indexed Annuities, and LegacyTree

Foundation Charitable Gift Annuities.

> Set up as 1099 independent contractor with Multi-Funds of Florida, LLC

and as a National Marketing Director for various insurance companies.

> Took territory from $0 in sales to $16.5 million in sales during first

year in this new territory. These sales were generated through

prospecting new advisor relationships in the independent b/d and

wirehouse channels.

> Much of my current focus is raising awareness regarding 21st Century

Asset Allocation principles and strategies which include

hybrid/alternative investing.

Professional Experience (continued):

Pacific Life Insurance January 1, 2008 to

January 31, 2009

Regional Vice President for South Florida (External Wholesaler- Bank

Channel)

> Established expanded bank rep relationship base within major South

Florida banks.

> Implemented the Socol Marketing System, hiring my wife as a marketing

and administrative assistant.

> Broad knowledge of products within the Variable Annuity and Mutual

Fund industry.

> Became a Sequoia-Certified Wholesaler.

> Attained the Certified Retirement Counselor designation.

> Completed the 5th of 5 courses toward the CFP designation.

> Maintained a VA sales volume of $41 million in South Florida during a

difficult market environment.

JACKSON National Life Insurance Company April 1, 1995 to January 1,

2008

Regional Vice President for S.E. Florida January 2003

to December 2007

> Drove substantial sales growth which led to territory reduction from 3

states (FL, GA and AL) to S.E. Florida territory (1/4 state) over a 3

year period.

> Managed sales initiatives with a $125,000 T&E budget.

> Expert level knowledge of investment and insurance products to

include: Variable Annuities, Mutual Funds, Indexed Annuities, Fixed

Annuities, Immediate Annuities, VUL, SPWL and Term Insurance.

> Achieved sales volume of over $100 million in annual sales.

> Received Wholesaler Leadership award in 2006 and assigned as Chairman

of the Wholesaler's Leaders Council in 2007. Assisted in design of

annuities sold, including the re-design of a principal guarantee rider

to age-banded structure.

> Traveled with and provided training for new Field Wholesalers.

> Recipient of Top Gun Public Speaking award in 2005.

Vice President of National Accounts (Bank Channel) January, 2001 to

January, 2003

> Successfully managed a national and international travel schedule.

> Responsible for a team of 5 Directors of National Accounts, 1 Sales

Manager of Internal Wholesaling and 15 Internal Wholesalers (indirect

reports).

> Responsible for creating the KEY ACCOUNTS function within JACKSON

NATIONAL's Financial Institutions Division.

> Coordinated National Conference activities and negotiated keynote

speaker arrangements for National Conferences.

> Developed Sales and Operational reports and delivered these reports to

key executives at broker/dealer back offices.

> Managed the integration of JACKSON product distribution and support

throughout JACKSON's Proprietary broker/dealers (NPC, INVEST, ICA and

SII).

> Managed Regional Office conversions when channel conflicts occurred.

Sales Manager of Internal Wholesaling January, 1998 to

December, 2000

> Recruited successful Financial Services sales reps

> Trained and supervised inbound and outbound call center

> Monitored results and provided coaching

> Promoted several Internal Wholesalers to External Wholesaler positions

> Conducted motivational sales meetings

> Provided disciplinary actions, including terminations when necessary

Internal Wholesaler April, 1995 to

December, 1997

> Telemarketing to Investment Reps to promote JACKSON's suite of annuity

products

> Recognized for QUALITY of sales calls- RESULTS-Driven

> Organized and planned day to maintain minimum call volume of 80 calls

> Developed strong phone skills

Professional Experience (continued):

Financial Horizons (sub. of Nationwide)

Investment Representative- Star Bank January, 1994 to

April, 1995

> Developed referral network and provided coverage of 15 branches in

Columbus, OH area

> Learned the importance of teamwork and of providing referrals back to

the bank

> Developed consultative selling skills

Merrill Lynch

Financial Consultant January, 1993 to

December, 1993

> Passed Series 7 with a score of 86%; attained Series 63 and Insurance

license

> Completed Investment Sales training

> Organized Consults Managed Money seminars

> Focused on "Dogs of the Dow" UIT portfolios as a marketing strategy

> Placed UIT, Mutual Fund and Zero-coupon bond business

Bank One Trust Company

Securities Settlement Manager January, 1993 to

December, 1993

> Led a team of 10 securities settlement staff professionals

> Managed depository relationships with DTC, BONY and Mellon

> Completed Wilson Learning's "Supervisory Leadership Series" training

> Conducted performance evaluations

Employee Benefits Accruals Analyst January, 1990

to December 1992

> Completed successful conversion of employee benefit system from Mellon

to SEI vendor software

> Consulted with Employee Benefits administrators on Institutional

reporting needs

> Worked full-time while taking college courses in the evenings

Mutual Funds Accounting Specialist January, 1989

to December 1989

> Processed dividend and capital gain distributions in trust accounting

system

> Learned the operational facets of the mutual fund business

> Worked as a temporary while attending college

Education:

The Ohio State University

> B.S. in Business Administration with an emphasis in Accounting

> Graduation: December, 1991

Sequoia SYSTEM

> Sequoia-certified wholesaler

The American College

> CFP, ChFC and CLU coursework (5 courses completed to date)

Sales history, compensation history, and references can be made available

upon request.

Contact this candidate