Financial Services /General Manager/ Director of Sales

Jan ROSEN

***********@*****.*** • 386-***-****

Summary

I am a seasoned sales leader with 17 years of experience in financial services, specializing in building and managing high-performing sales teams. My strengths include strategic planning, training, and cross-functional collaboration to drive sales success. I am pas- sionate about developing talent and fostering an energetic work environment. Experience

Sizemore Welding 2022 - Present

Sizemore Welding

•• Implemented quality control measures to ensure product standards, improving customer satisfaction.

• Coordinated with multiple departments to streamline production processes, enhancing operational efficiency.

• Led a team in coating applications, ensuring adherence to safety protocols and quality standards.

HYDRO 2022 2022

HYDRO

•• Managed product line lead in powder coating, ensuring quality and safety compliance.

• Collaborated with various departments to optimize production workflow and meet tight deadlines.

• Ensured proper labeling and packaging of products, maintaining high standards of quality control.

Harry and David’s 2021-2022

Harry and David’s

•• Supervised product line and inventory, enhancing efficiency and reducing waste.

• Trained and mentored team members, fostering a culture of continuous improvement.

• Implemented inventory management strategies to optimize stock levels and reduce costs. National Financial Group / Executive Vice President 2012 - 2014 National Financial Group

•• Developed and implemented a new agent training curriculum, enhancing sales team per- formance.

• Led organizational growth initiatives, resulting in increased market share and revenue.

• Built and maintained strong client relationships, driving customer loyalty and long-term value.

The MONY Group / AXA / Manager / National Sales Director 2000- 2002 The MONY Group

•• Managed a $25 million budget for growth, achieving financial targets and expanding market presence.

• Developed high-performance producer groups, driving sales and revenue growth.

• Created and executed strategic sales plans, aligning with organizational goals and objec- tives.

Principal Financial Group / Sales Manager / General Manager 1997 - 2000 Principal Financial Group

•• Coached and managed financial advisors, improving sales performance and client satis- faction.

• Implemented advanced marketing programs, increasing brand awareness and market pen- etration.

• Coordinated high-performing sales teams, achieving and exceeding sales targets. Metlife Insurance Company/ General Manager 1989-2012 Metlife Insurance Company

•• Built and managed a successful sales force, achieving consistent growth and profitability.

• Developed and facilitated effective training curriculum, enhancing team capabilities.

• Managed profit and loss, ensuring financial stability and growth. Education

Major Business Administration 09/1984-05/1987

Indiana University of Pennsylvania

•• Member of Theta Chi Fraternity, Recruiting New members Graduate 09/1981-06/1984

Franklin Regional High School

Skills and Accomplishments

•• Agency building, recruiting & selection, training, coaching, building sales teams.

• Time management, communications, results-driven, strong client relations.

• Series 6,26, Life /Health license, variable life/ annuity (NOT ACTIVE).

• Multi-Sales training (Wilson Learning, Sandler Sales, Sigma training).

• Diversity training, Compliance certified, Life underwriter Training Council.

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