Lindy Culbertson
Email: ********@**********.***
Address:
City: Oklahoma City
State: OK
Zip: 73120
Country: USA
Phone: 405-***-****
Skill Level: Any
Salary Range:
Primary Skills/Experience:
Accomplished Salesperson/Manager with broad-based background in highly competitive and dynamic organizations 25 years as a consistent producer, driven to improve results and exceed goals Recognized as a decisive leader and excellent team player
Educational Background:
High School Dipolma from Oklahoma State University, Stillwater OK 1/2001 to 5/1984 (Business Management)
Job History / Details:
Career Focus
Accomplished Salesperson/Manager with broad-based background in highly competitive and dynamic organizations
25 years as a consistent producer, driven to improve results and exceed goals
Recognized as a decisive leader and excellent team player
Summary of Skills
Top-rated sales performance
Self-motivated
Goal-oriented
Adept at client acquisition
Excellent negotiating skills
Proficient in assessing client needs
Account Management
Effective conflict resolution
Demonstrated customer satisfaction
Creative lead development
Social networking
Developing strategic partnerships
Highly Competitive/Team Player
Experienced public speaker
Professional Experience
May 2011 to Current
ARVEST ASSET MANAGEMENT Oklahoma City, OK
INVESTMENT SPECIALIST/CLIENT ADVISOR
Identified new opportunities within existing customer base resulting in 30 percentage increase in sales
Collaborated with other professionals in the community to develop new lead sources
Scheduled, coordinated and oversaw customer and community seminar program
Planned and led monthly employee training programs at multiple branches to increase referrals and reinforce company goals
Consistently hit and exceeded sales goals
Identified and qualified customer needs, developed sales strategies and negotiated and closed large contracts resulting in the movement of many customers' assets over from other organizations
August 2008 to May 2011
JPMORGAN CHASE Oklahoma City, OK
VICE PRESIDENT OF INVESTMENTS
Responsible for sales and service of both new and existing accounts at multiple branches
Trained and developed bank employees on how to identify referral opportunities resulting in the highest number of referrals in the district
Created and implemented service model in order to nurture existing client accounts resulting in 60 percentage increase in sales year one and another 30 percentage year two from established client base
Built strong client relationships, provided high value-added services and closed business resulting, on average, in 15 million new dollars to the bank annually
Consistently hit and exceeded sales goals by no less than 30 percentage
April 1999 to April 2008
AMERIPRISE FINANCIAL SERVICES INC and IDS LIFE INSURANCE Houston, TX
FINANCIAL ADVISOR/FRANCHISEE
Recognized as first year top producer, won National Mercury Award, 1999
Acquired my own American Express Financial Franchise, 2000
Recruited, hired, trained and developed staff and advisors
Designated by Corporate as official financial advisor to all American Express Card and Travel Service employees in the Houston market
Secured contracts with multiple local corporations to facilitate regular seminars as a client acquisition tool, resulting in steady flow of new clients
Developed innovative strategies for acquiring High Net Worth clients
Created a niche in the "mature" market which resulted in almost exclusive referral based practice years 4 - 8
Honored annually, both nationally and locally, for number of insurance contracts sold
Regularly scored in top 98 percentile on biannual Client Satisfaction Surveys
Built multi-million dollar franchise and negotiated its sale in April 2008
June 1995 to December 1998
JENNY CRAIG Houston, TX
CENTER DIRECTOR
Recruited to assess and direct turnaround at 4 financially troubled centers; upon assuming leadership at region's largest center, made selective staff changes, re-organized operational procedures and developed motivational programs
Managed daily operations; responsible for business analysis, asset protection, revenue reporting and budget administration
Recruited, hired and coached/facilitated team of 10 consultants and sales associates; oversaw implementation of corporate programs; established and tracked productivity goals
Personal and/or center accomplishments include:
- repeatedly recognized as top sales producer in Houston
- ranked 2nd for highest personal sales volume in U.S., Australia Canada and Europe
- trained and guided No. 1 consultant and sales associate every month
- led center to top divisional ranking every month
Played key role in increasing membership by 38 percentage in two years
December 1992 to June 1995
EDMONDSON FINANCIAL SERVICES Houston, TX
MANAGING PARTNER - MORTGAGE SERVICES DIVISION
Coordinated launch and managed maturation of innovative mortgage acceleration program for this investment and financial consulting firm
Developed marketing strategy for originating and expanding business through financial and mortgage companies; called on loan officers to market program to prospective and existing homeowners; trained, counseled and resolved problems with accounts in Dallas, Houston, San Antonio and Austin, TX
Grew new enrollments from 10 to 200 monthly, resulting in recognition from franchise corporate office for outstanding sales achievements
1985 -1992 - Houston, TX
As Business Consultant to Nutrisystem, I counseled directors at financially trouble centers on improving employee productivity, client retention and sales/marketing strategies; instrumental in growing sales by 65 percentage .
As Program Director, integrated Optifast Weight Loss Program with Memorial Health Care System; managed daily operations; developed marketing strategies; supervised staff of 35 health care professionals; implemented successful sales program for largest center in the country; personally exceeded nationwide closing averages by 20 percentage .
As Coordinator of Wellness Program in San Antonio,incorporated consumer/corporate preventive health program into St. Luke's Hospital; responsible for coordinating and training health care professionals.
Employed as Marketing/Membership director for American General's athletic club; delivered presentations; served in public relations capacity; responsible for membership growth which I exceeded goal by 30 percentage .
Marketing Representative for The Methodist Hospital; marketed wellness programs; responsible for public speaking to groups and individuals; exceeded sales goals annually by 20 percentage or more.
Education
Oklahoma State University Stillwater, OK
Bachelor of Business Administration Business Management
Professional Affiliations
President, Professional Women's Network, 2002-2007