KIMBERLEY A. LOMBARD
**** *. ******** ******* #****
PHOENIX, ARIZONA 85048 480-***-****
*********@*******.***
CAREER OBJECTIVE
As a dedicated individual possessing a history of success in building new business, securing customer loyalty, and providing award-winning sales leadership in highly competitive markets, my career objective is to further enhance my experience and talents in sales management and business development in the best way possible for achieving company goals.
Career Snapshot and Core competencies
My career dynamic includes demonstrable achievements and success in sales, both in the financial services industry as well as higher education. My key strengths have been in the area of business development, case acquisition, plan implementation, and account management. These career strengths have allowed me to consistently qualify for performance and leaders club in my individual sales as well as in my leadership roles. Some of my other competencies include:
• Strategic Market Planning
• Solution Selling Strategies
• Conceptual Thinking
• Territory Growth Development
• Performance Management
• Key Client Retention
• High-impact Sales Presentations
• Organizational Leadership
• Results Oriented
Professional Experience
RW Lynch Chandler, Arizona
Business Development Specialist, August 2012 - present
RW Lynch is a privately held company specializing in assisting high potential law firms aggressively grow their practice through the InjuryHelpLine.
My primary focus is to identify and develop business opportunities through awareness of comprehensive
marketing programs within an assigned territory. To drive new business, connect with potential clients, create strategic marketing solutions and acquire new business through branded websites and award-winning television advertising.
Farmers INSURANCE Group Gilbert, Arizona
District Recruiter, Independent Contractor to August 2012
Farmers is country's third-largest insurer of private personal lines of automobile and homeowners insurance. Responsible for recruiting strategies to identify qualified future career candidates. Create and post job descriptions through use of internet and other employment resources. Schedule and conduct interviews, oversee criminal, and reference checks as well as partner with District Manager to evaluate candidate’s strengths and determine staffing requirements to best meet district needs.
University of Phoenix Phoenix, Arizona
Enrollment Advisor, 2008 to 2012
The parent company Apollo Group, is a for profit higher education corporation employing more than 10,000 professionals. Advised undergraduate and graduate students regarding a multitude of degree completion programs through prospecting database. Provided professional and knowledgeable on-going service to current and potential students. Utilized creative and critical thinking skills to identify and demonstrate educational solutions. Addressed and sought appropriate resolution to ensure student retention, on -line support, troubleshooting, and customero rder fulfillment services. Recognized as top performer in both Western and Northeast Divisions.
PLATINUM FINANCIAL SOLUTIONS Phoenix, Arizona
Registered Principal/OSJ, 2000 to 2008
A financial services agency specializing in offering employer-sponsored retirement programs and member financial benefit programs to credit unions. As an agency registered principal, oversaw all compliance and sales related issues; including executing client orders, acceptance of new accounts, and final approval of all advertising and sales literature for use by persons associated with the member at one or more branch locations. Recruited and trained registered representatives,
marketed new accounts, designed and implemented credit union member benefit programs. Consistently
increased sales and exceeded business plan by 150% in the first year, while reducing cost and maintaining a focus on compliance to foster ethical and compliant behavior.
RETIREMENT RESOURCE GROUP Phoenix, Arizona
Regional Vice President, 1995 to 1999
A wholly owned subsidiary of Great American Financial Resources, Inc. offering a broad range of financial products and services. Responsible for the management of the region by implementing regional sales initiatives, state strategies and guidance of captive agents offering investments products. Established and cultivated strong distribution channels and alliances with executive decision makers, national cases, and other various associations to drive sales performance and overall company revenue. Monitored and measured key results of the entire region through
performance management systems, coordinating territory-specific needs, trainings, and the growth of captive agents. Developed customized plan specific sales literature and presentations for acquired cases in compliance with regulatory and ERISA guidelines. Highest producing region within organization for three consecutive years.
Metlife Resources Chicago Illinois
Financial Services Manager, 1987 to 1994
MetLife Resources (formerly United Resources) a division of Metropolitan Life Insurance Company specializing in retirement plan products. Marketed retirement programs and financial products to hospitals, educational, and governmental agencies in Illinois and Indiana. Responsibilities extended to managing a team of financial service representatives within those states, to comply with company rules and industry standards. Assisted in cultivating territories, conducted on-going product trainings, developed business and marketing plans, and prepared presentations and seminars
to be used with the public. Financial Services Manager of the year award five consecutive years with highest overall production and highest percentage of financial service representatives qualifying for performance club.
HC Copeland Associates, Inc. Boston Massachusetts
Account Executive, 1983 to 1987
A subsidiary of the Travelers Group, Inc., marketing and selling tax sheltered investments and insurance products. Responsible for marketing and managing business within assigned territory. Supported long and short term business strategies to successfully achieve profit and growth objectives through attained sales. Acquired knowledge in prospecting methods, selling techniques, tax regulations, and investment strategies.
Education
University of Phoenix Phoenix, AZ
• Bachelor of Science in Management, 2012
• Associate of Arts with concentration in Foundations of Business, 2010
Licensing and Certifications
FINRA Series 6, 26 and 63 securities Licensed, from 1983 to 2010
Life/Accident/Health, from 1983 to Present
Certificate in Human Resources Management, University of Phoenix, 2011
Trained in Emotional Intelligence and Lominger Competency Model
Awards
Rookie of the Year Award - United Resources/MetLife Resources
Manager of the Year Awards, 1989 - 1993 - MetLife Resources
Regional Vice President Top Producers Awards, 1996 - 1998 - Retirement Resource Group
Above and Beyond Awards, 2009, 2010, 2011 - University of Phoenix
Computer Skills
Proficient in Microsoft Office: Word, Publisher, Excel, Access, Outlook, and PowerPoint, with over five years of experience using proprietary customer relationship management (CRM) systems and other various software programs.