Stephen Dunn

Carlsbad, CA 760-***-**** ad20mb@r.postjobfree.com linkedin.com/in/stephenjdunn

PROVEN LIFE INSURANCE PRODUCER - CA INSURANCE LIC: 4253914

SIE, SERIES 6 & 63

I am a relationship builder, strong collaborator and leader with a passion for delivering a world-class client experience and growing new business. I am a self-starter, motivated and driven to succeed. I am uniquely qualified and deeply experienced in influencing decision makers and have the proven ability to transform leads into clients. I hold an insurance provider license as well as Series 6 and 63 FINRA certificates. Additionally, I possess a Marketing MBA as well as certificates in Adult Learning Principles and Strategic Management. Equally adept in creative, collaborative, and revenue-minded approaches, my strength resides in the Venn diagram intersection of sales, marketing and business development.

ATTRIBUTES

Entrepreneurial Passion 18 years of Sales and Territory Management Exceptional Interpersonal & Communication Skills Driven Self-Starter Proven Decision Making and Analytical Skill Set Achiever Marketing MBA Producing Life Insurance Agent Collaborative Hunter- Prospecting Mentality Networker Trusted Advisor Consultant Resourceful Problem Solver Team-Player Differentiation Strategies Cross-Functional Leadership Timely Reporting Influencer Compelling Presentations Skill Set (in-person, virtually and with multi-media) Ownership Accountability Bias for Action & Results Responsible Microsoft Suite Disciplined Life and Health Insurance License (SIE, Series 6 & 63)

PROFESSIONAL EXPERIENCE

New York Life May 2022 - Present

Licensed Agent (CA INSURANCE LIC: 4253914)

Commissioned Sales Role. Developed growth through referrals and channel partners. Excels in prospecting, nurturing and closing new business while growing existing client base.

• Securities Industry Essentials Certification, Financial Industry Regulatory Authority

• Series 6, Registered Representative, Variable Contracts, Financial Industry Regulatory Authority

• Series 63, Securities Agent, North American Securities Administrators Association

Rookie of the Year Candidate, top producer in 2022 class, over $14M face value of products.

• 2023 New Hire Organization Production Leader, 41 policies.

Prospecting, qualifying, closing and follow-up as a regular sales cycle cadence both in-person and virtually, providing competitive advantages.

Leveraging resources, including reports, CRM, product specialists and subject matter experts to bring value and strengthen client relationships.

Active participant in BNI (Business Network International) as well as Chamber of Commerce and other referral-based networking platforms.

Viasat, Inc. October 2017 – April 2022

Market Intelligence Director

Created a cross-functional role in researching and translating competitive global intelligence into actionable recommendations and strategic insights. Charged with market sizing, prioritizing, product differentiation and identifying strategic partners. C-Suite reporting.

Continuously monitor and evaluate sales performance and execution, building market and account strategies and ensuring proper account management to address operational issues.

Business Development achievements include recommending Viasat’s acquisition of Inmarsat ($7.3 B) and RigNet ($222 M).

Created, authored, and grew the Monthly Intelligence Report (MIR) from distribution of 19 Senior Managers to over 1,600 employees.

N2 Integrated Energy Solutions March 2016 – September 2017

National Business Development Director -

Identifying targets, creating sales and marketing collateral to generate new business. Startup corporation, targeted toward commercial applications to those with over $1M in annual utilities.

Top Salesperson, signing over $100M of the total $300M in sales in a year.

Consultant approach resulting in ten long-term commitments of engines and power capacitors.

Driving in-person and virtual weekly meeting with key accounts and prospects.

ADDITIONAL TERRITORY MANAGEMENT EXPERIENCE

Pfizer, (12 years), Area Business Manager, Hospital Sales Manager, Trainer, Sales Specialist

oLaunched Women’s Healthcare Division

oPresidents Sales Club, over 600 reps eligible.

oSeven consecutive top 20 Regional Sales Representative ranking, 200 reps eligible.

Elan Pharmaceuticals, (3 years), Dermatology Product Manager, District Sales Manager

oConceptualized, acquired and relaunched a five brand, 34 SKU dermatology line.

oDeveloped business plan, launched division and built management team.

oLed and Administered Sales Force Field Deployment.

oIncreased annual sales 26% from $13M to $16.4M.

Merrill Lynch, (4 years), Senior National Sales Training and Marketing Manager

oTrained Team on Salesforce CRM increasing sales from $27B to $36B within 12 months.

oManaged a $3M budget and realized labor cost saving of $500k annually.

EDUCATION, PROFESSIONAL DEVELOPMENT AND AFFILIATIONS

California State University, Fullerton, Master of Business Administration (MBA), Marketing

UCLA, Psychobiology, Bachelor of Science (BS), Business Administration Minor

University of North Carolina, Chapel Hill, Certificate, Strategic Process

Insurance Producer License: Accident & Health, Sickness, Life, CA Department of Insurance

Securities Industry Essentials Certification, Financial Industry Regulatory Authority

Series 6, Registered Representative, Variable Contracts, Financial Industry Regulatory Authority

Series 63, Securities Agent, North American Securities Administrators Association

Strategic and Competitive Intelligence Professionals, Member

BNI (Business Network International) Member

OKR Certified, Objectives and Key Results, WorkBoard Foundry

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