Sales Marketing

RONALD F. STEVENSON, CLU

*** **** *****, ***** *********, NJ 08902

Contact: ***********@*****.*** 717-***-****

Profile: http://www.linkedin.com/in/ronaldstevenson

Financial Marketing Blog: http://stevensonfinancialmarketing.wordpress.com

SUMMARY

Content Marketing Leader with a proven track record in introducing and

differentiating product and service portfolios that increased market and

segment share, brand equity, sales and profitability, and customer

satisfaction ratings. Direction of product launches, campaigns, and print

and web collateral creation. Development and delivery of financial product

and sales training programs. Staff and P&L management. Multicultural and

global marketing manager.

Campaign Strategy, Marketing Go to Market Launch Strategy and

Communications Execution

Media placement, Public Relations Cross Functional Matrix Teal Leader,

Advanced Concepts & Financial Products Influencer

Specialist International, Multicultural Marketing

Strategist

PROFESSIONAL EXPERIENCE

SCOTTRADE INC.- Nutley, NJ 2012 - 2014

Investment Consultant

Establish and maintain new accounts and handle all aspects of account

maintenance including trade execution, consumer education, CRM marketing,

and customer acquisition strategies and tactics.

. Develop and execute consumer service and marketing strategies and

tactics.

. Employ CRM marketing and service strategies to increase share of wallet.

METLIFE - Bridgewater, NJ 2011 - 2012

Marketing Research and Strategy Advisor

Developed strategies and tactics to define and implement a service brand

and marketing strategy for MetLife Group Benefits across the full range of

products, channels, media and markets. Developed Content Marketing

strategy.

. Developed consumer, market and competitor research on product and service

capabilities, practices and marketing.

. Delivered recommendations for go-to-market service brand strategies and

by product, channel, market and audience.

PNC BANK - Pittsburgh, PA 2010 - 2011

Marketing Vice President

Led an integrated, multi-channel program for acquisition and growth of

customer segments, coordinating across lines of business to support

initiatives and customer base, driving profitable sales. Strategic

business case development, goal setting, P&L, content management, program

tracking, direction, advertising and communications.

. Exceeded 100% of household acquisition and engagement year over year

goals.

. Transitioned from brand awareness to tactical program implementation for

customer acquisition and engagement.

. Launched marketing of assigned segments in the Midwest market through the

National City acquisition and conversion.

METLIFE - Johnstown, PA 2007 - 2010

Compliance Consultant

Advanced Markets Unit Registered General Principal, resolving complex

Market Compliance cases across multiple channels. Cross function

coordination with Special Investigations, Legal, Regulatory, Suitability

Oversight and Field Offices.

. Resolved sensitive and high profile compliance inquiries, responding to

regulatory agency inquiries, protecting company against risk of legal or

regulatory sanctions, financial loss, and loss to reputation.

. Recognized product and planning specialist, training associates in life,

investment, retirement and wealth management.

PRUDENTIAL FINANCIAL - Harrisburg, PA 2006 - 2007

Manager, Agency Training

Developed and delivered training programs for agency sales force.

Marketing and product specialist who developed target marketing programs,

campaigns and promotions. Advanced case advisor, developing presentations

and tools, and accompanying producers on sales calls. Field supervision,

suitability oversight and call clinic management.

. Developed and implemented training strategically aligned with key

business goals to revitalize restructured agency and increase hiring and

retention.

. Instrumental in development of a new agent field force, contributing to

significant increase in agency production.

RONALD F. STEVENSON, CLU ***********@*****.*** PAGE TWO

SAMSUNG LIFE INSURANCE - Seoul, Korea 2002 - 2007

Korea General Manager, Channel Marketing

Directed multi-channel marketing strategies for Korea's leading financial

services company.

. Revamped, retooled and retrained Korea's largest Financial Consultant

Channel.

. Introduced nation's first Variable product lines across channels,

propelling a 20% production increase.

. Enhanced brand equity and increased sales and profitability by developing

groundbreaking client-segmented marketing strategies, content, tools and

collateral across media, products and distribution channels.

. Developed online Wealth Management financial planning system, better

targeting sales to customer needs.

AMERICAN SKANDIA - Stamford, CT 2000

US National Marketing Director

Member of Leadership Council reporting to the Senior VP with P&L

responsibility for $1.7MM budget. Managed marketing staff, planned and

managed strategic direction of Variable Life Insurance Marketing for

multiple distribution channels including brokerage, wire house and bank.

Directed new product regulatory approval.

. Introduced and propelled Single Premium Variable Life to market share

leadership (#2.)

. Established brand recognition through multi-channel directed Continuing

Education Symposiums, and development of investment and advanced planning

oriented marketing collateral and communications.

. Coordinated investment products training and support for internal

wholesaler call center and external sales channels.

. Drove 22% cost savings by streaming and modernizing the go-to-market

methodology.

AXA FINANCIAL - New York, NY 1999 - 2000

Marketing Director

Developed Variable Life Insurance product marketing strategies and tools

for multiple sales channels, including broker/dealer.

. Realized cost efficiencies by merging collateral needs of agency,

brokerage and wire house channels.

. Introduced Corporate Owned Life Insurance promotion, increasing sales 15%

over prior year.

GUARDIAN LIFE INSURANCE COMPANY - New York, NY 1994 - 1999

Marketing Specialist

Developed new product strategy, introduction, positioning, marketing,

training, continuing education, promotion, and illustration software for

Variable Life, Disability Income Insurance and Long Term Care portfolios.

Pioneered re-branding and web development initiatives.

. Championed, introduced and marketed the company's first Variable Life

portfolios, exceeding projected sales.

. Developed innovative variable product go-to-market strategy, including

state regulatory filings, increasing product share.

. Created payroll deduction marketing system, returning the Disability

Income product line to profitability.

NEW YORK LIFE INSURANCE COMPANY - New York, NY 1986 - 1994

Training Manager

Developed and delivered training programs for successful agency field

force. Product specialist, advanced case advisor. Developed presentations

and tools, accompanied producers on calls.

. Propelled agency total production from 15th to 5th of 43 agencies in the

Northeast US Region.

. Achieved 54% increase in Disability sales.

EDUCATION

MS, Systems Management Courses - University of Southern California,

Overseas Division, Korea

Bachelor of Arts, English, Psychology - State University of New York,

Albany, NY

LICENSES, MEMBERSHIPS AND SKILLS

> Financial Products Marketing: Introduce, position and promote the full

range of individual and group financial products - including Investment,

Retirement and Wealth Management.

> International and Multicultural Marketing: Bilingual Korean, Written

Chinese.

> Licenses: FINRA Series 7, 6, 63, 24, Life, Health & Accident.

> Designations: American College, Chartered Life Underwriter designation,

ChFC, LUTCF courses.

> Affiliations: National COLI Directors; NAIFA; Project Management

Institute (PMI), Rotary.

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