Sales Customer Service

Marti Schochenmaier

Email: *********@********.***

Address: **** **** **** *

City: Maple Grove

State: MN

Zip: 55369

Country: USA

Phone: 701-***-****

Skill Level: Management

Salary Range: $65,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

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Job History / Details:

MARTI G. SCHOCHENMAIER

6962 Ives Lane N Maple Grove (Minneapolis), MN 55369 *********@*****.***

MDRT, LUTCF, CIC, CSS, ARM, CPT Cell 701-***-****

PROFESSIONAL SUMMARY

Product experience includes: Variable Life/Annuity Products, Fixed Life/Annuity, P/C, Business Lines, LTCare, Medicare Supplement, Eldercare, Financial Services. Product Management/Project Management Internal Wholesaling, External Wholesaling Sales, Sales Management, Sales Consulting, Marketing, Account Management, Client Relationship, Alliance/Affinity Marketing Call Center, Customer Service, In bound/Out bound Recruitment, Producer Development, Staff Development Operations, Budget Management

PROFESSIONAL EXPERIENCE

AMERIPRISE FINANCIAL SERVICES 2005 - 2011

Minneapolis, MN

Consultant-3rd Party Life and Annuity Wholesaling(2009-2011)

One of four consultants that designed and launched first ever effort by Ameriprise to utilize third party partner firms in advisors life and annuity market(s). Designed initial strategy to define policies, procedures, and workflows to implement and launch call center designated solely to third party products. Viewed as subject matter expert-annuities/life. Acting as product expert, acted as an internal/external wholesaler in an in-coming/out-going call center that serviced over 12,000 insurance and financial advisors.

Implementation Manager-Brokerage and Managed Products(2008-2009)

Directly responsible for BMP product implementation, integration processes, and launches to the field, via dedicated internal call desk. Key liaison to Field Implementation Team of advisors/brokers for major launch initiatives. Implemented back office procedures involving Partner Firms. This was done via negotiation and coordination of efforts between the Home Office and our Partner Firms. This impact was to create seamless message(s) between the Field, Partner Firms, and the Home Office, greatly facilitating communication and partnership. Recognized for introduction of a cost saving initiative resulting in a $560,000 cost save, in a major product launch initiative.

Director-Business Alliances(2005-2008)

Directly responsible for increasing fee-based financial advisor/brokers plan sales, client acquisition, asset acquisition, and sales of retail insurance/investment products, primarily in the broker/advisor and B2B market. Responsible for 13 of 22 Market Groups, approximately 8000 financial advisors/brokers. Direct sales/wholesaling consultation coaching to the field, and to corporate clients. Direct liaison with advisor teams to companies ranging for employee populations of two-140,000. Highly skilled in maintaining and development relationships with multiple levels of Ameriprise Company Field Leaders. Developed extensive implementation plans for advisors/brokers and clients, resulting in increased business to our advisors as well as integrating needed voluntary planning benefits into numerous companies.

ING FINANCIAL SERVICES 2004 2005

Minot, ND

Director of Operations

Led operations, for the primary call center/customer service center for ING Financial Services in the United States, incorporating business needs for a major call center. Managed 11 project management coordinators, 11 business analysts, two staff level managers, and one supervisor. Responsible for management of $2 million budget. Maintained superior level call center metrics. Implemented first ever SOX 404 compliance, and developed first ever center-wide Business Continuity Plan (BCP). Responsible for Continuous Improvement development/process improvement. Streamlined and improved back office support for both internal and external partners, via improved training, procedures, process improvement, and workflows, improving levels of communication that created efficiencies and increased internal and external sales. Estimated cost savings of $250,000 in operational costs.

CLARICA LIFE INSURANCE COMPANY2002 - 2003

Fargo, ND

Director of Marketing, Sales, and Product Management

Responsible for national marketing, national sales, product management and development strategies, including final decisions on marketing initiatives for new and existing products. Product lines impacted-term products, universal life products, fixed annuities, and EIA annuities. Managed marketing and sales efforts of 3 National Vice Presidents, and 10,000 agents. Directly responsible for 12 member cross function business unit responsible for all product development, from product concept to product launch. Managed internal call center/sales desk. Increased call center results (internal sales) by 150% in a 14 month period of time. Significantly increased company-wide marketing efforts via product development, implementation of new marketing strategies, market penetration, and agent recruitment. Resulted in gross revenue increase of approximately 500 percent (field sales) in a 14 month period of time.

AMERICAN FAMILY MUTUAL INSURANCE 1980-2002

Upper Mid-West Region

Senior Advanced Life Sales Specialist (2000-2002)

Senior Field Trainer/Manager/Developer(1997-2000)

District Sales and Operations Manager (1987-1997)

L/H, P/C, LTCare, Medicare, Excess, Business Lines, Elder Care, Variable Products, Financial Planning/Products

Independent Producer/Agent(1980-1987)

EDUCATION AND TRAINING

Series 6 and 63 Registered Representative MN Life/Health

ARM-Associate in Risk Management MDRT-Million Dollar Round Table

NQA-National Quality Award CSS-Certified Senior Specialist

CIC-Certified Insurance Counselor CPT-Certified Professional Trainer

LUTCF-Life Underwriters Training Council Fellow

BS degree in Criminal Justice Studies/Sociology-University of South Dakota

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