Sign in

Life Insurance & Benefits Sales Management

Long Beach, California, United States
May 30, 2017

Contact this candidate



**** **** ***** ****** **** D Long Beach, California 90803 310-***-****

V ICE PRESIDENT OF BUSINESS DEVELOPMENT & MARKETING Highly influential strategist in finance and insurance industries, applying more than 20 years of experience to exceptional team performance, relationship management, and profits. Functional in Spanish language.

Demonstrate expertise in business development, operations direction, process improvement, program and project management, marketing, sales, fiscal oversight, and client satisfaction.

Provide product management through prospecting, presentations, pricing, contract management, deal closing, account management, and channel management.

Apply product knowledge to needs assessments and customized client solutions.

Overcome objections and deliver consistently winning sales numbers in highly competitive markets.

Foster and maximize high-value business relationships and strategic alliances.

Recruit, train, and focus teams to achieve personal turnaround and outperform corporate expectations.

Prioritize and advance extensive agendas in demanding settings.

Identify and pursue opportunities to expand volume of business, boost revenue, and maintain competitive edge.

Corporate Leadership Strategic Planning Business Partnering Business Modeling Market & Account Expansions

Consultative Sales World-Class Customer Service B2B Revenue Generation & Savings Risk Management P&L Compliance Reporting Talent Development Goal Setting Performance Management Benchmarking Client Acquisition & Retention

Communications Presentations Negotiations Streamlining Problem Solving


Bishop Savoy Wealth Management, LLC

Newport Beach, CA

2010- Present

Wealth management consulting and planning strategies in the area of estate planning

& trust-owned life insurance

TOTAL FINANCIAL & INSURANCE SERVICES, INC., Los Angeles, California 2007 – 2010

Brokerage providing term life, annuity, and other insurance products. Director, Bank Premium Financing

Demonstrate exceptional leadership through establishment of department focused on private and regional bank premium financing for provision of large life insurance policies. Facilitate estate and business planning among high net worth clients. Sourced and developed private banks and private investor groups for origination of life insurance premium financing, and provided comprehensive case management for deal closures. Guided high net worth clients through qualification, case design, case management, lender selection, and funding. Managed estate-planning cases originating from company’s CPA-attorney network.

Forged relationships with 10 private banks for service as direct lending sources.

Optimized relationships with more than 22 bank direct and provider direct lenders, including NYB Mellon, Northern Trust, Wells Fargo WM, Modern Bank, and First Life Bank.

Established database to include client and case management tools.

Controlled case volume for new life insurance premiums valued at $500M. JOHN N. REITER

Additional career highlights include the following: Regional Vice President f rom 2 006 – 2007 with Life Policies of America, LLC, l ife insurance underwriting enterprise. Achieved outstanding performance through sourcing of senior citizens seeking lump-sum payouts for life insurance policies. Secured relationships with 3 producer groups generating 113 appointed producers for company, resulting in draft of life insurance policy settlements valued in excess of $180M. Launched interactive Web site for producer case tracking. Streamlined trial application underwriting process, resulting in savings of $25M.

Managing Director f rom 2004 – 2006 with Foresters, C anadian-based financial services group. Outperformed corporate expectations through re-engineering and drive of 2 Southern California-based sales offices to include control of P&L, achievement of regulatory compliance, and management of staff of 65. Attained recognition as No. 5 Most Productive Office in North America, and No. 1 North American office in recruitment and premium growth. Delivered highest annuity sale in company’s history, resulting in revenue of $2.2M. Oversaw expansion of staff and applied targeted marketing strategy to Los Angeles office, resulting in revenue boost of $28M.

Associate Managing Partner from 2002 – 2004 with New England Financial Group, provider of employee and executive benefits plans and retirement solutions. Provided excellent oversight of office focused on sales of wealth creation and fixed income products to upscale clients through alliances with CPAs and financial planners. Catapulted production volume and staff by 50% in 2 years.

Financial Advisor f rom 2000 – 2002 Morgan Stanley, m ultinational provider of financial products and services. Targeted leading brokers for engineering of large-case, trust-owned life insurance policies with focus on estate planning and average individual value of $5M. Pursued leads with insurance wholesalers, and advanced underwriting and trust-owned life insurance strategies between brokers and clients. Escalated revenue by $75M. Managing Director from 1985 – 2000 with MetLife, l eading multinational provider of life insurance and financial products and services. Realized breakthrough performance with control of P&L, assurance of NASD compliance, and optimization of staff of 56. Transformed office rank for production from bottom-third to Top 10 among 128 Western territory offices. Expanded sales team to 24, resulting in generation of $750K NPC per year, more than

$100M in managed assets, and NPCs of $1.3M. Earned Regional Office of the Year Award for 4 consecutive years.


B.A., Sociology & Psychology

University of San Francisco, San Francisco, California Studies toward M.B.A., Business Organization

Pepperdine University, Malibu, California

LICENSURE & CERTIFICATION: L ife and Health, Property and Casualty Licensed, State of California N on-resident Licensed in Multiple States AMTC Life Underwriter Training Council Fellow

PROFESSIONAL TRAINING: A merican College of Bryn Mawr TECHNICAL SKILLS: M icrosoft Office CRM Smart Office PROFESSIONAL MEMBERSHIPS: G AMA International NAIFA International Council Member, Scholar Status, Gerson Lehrman Group

PROFESSIONAL RECOGNITION: A merican Pacific Award Office of the Month, North America T op Recruiter Award Top 10 Financial Planning Office Fast Start Award Professional Development Award, American College of Bryn Mawr, 5 years G AMA International National Management Award, 4 years

Contact this candidate