John F. *** Parkside Lane, Oswego, IL. ***** 563-***-**** • aduqs9@r.postjobfree.com

Accomplished, national sales manager, with a documented record of success building and growing distribution teams in the financial services business.

Recognized as a collaborative, focused and inspirational leader that exceeded expectations.

Known for developing scalable and sustainable strategies to meet customers and business needs of both start-up and established firms.

Leads with confidence and drives growth at the right price across all business units.

Professional strengths include:

Developing national sales and key account teams

Creating innovative sales and distribution strategies

Marketing and branding differentiation

Working across business units and leveraging strengths

Customer development and relationship building

Recruiting and developing management and producers

Identifying new opportunities and building partnerships

Unique product strategies and development

Leveraging company and industry resources

CAREER HIGHLIGHTS AND QUALIFICATIONS

25+years in financial services leadership roles encompassing both wholesale and retail environments.

Led all aspects of sales, distribution and execution for 10,000 independent insurance agents and 40 regional master agents.

Directed the re-organization of four company’s wholesaling teams with direct accountability over sales, marketing and field operations.

Developed Company’s national and regional sales teams in the insurance and financial resulting in industry leading sales and EBITDA contributions.

Led two start-ups that resulted in regional and national success.

Implemented National Strategic Key Accounts program that resulted in improved operating efficiencies and grew sales from $12B to $27B in 24 months.

Authored operational manuals for national distribution, marketing strategies and customer retention for three companies.

Rolled out a joint revenue sharing and business development programs for five companies.

Negotiated product vendor and strategic partnership agreements for four companies.

Recognized as an industry leader and speaker on building sales and distribution teams.

Streamlined the first to market product development, sales and marketing process in the Medicare Supplement and Medicare Advantage markets.

Served on an industry leading compensation plan for both the product vendors and distribution companies in the health insurance business.

John F. Wallin

12935 Grande Poplar Circle, Plainfield, IL. 60585 • 563-***-**** • aduqs9@r.postjobfree.com

PROFESSIONAL EXPERIENCE

E2X Consulting

Senior Consultant (2013-2020)

·Focused on building client’s marketing and distribution strategies in the financial services, healthcare and marketing industries.

·Implemented branding and communication strategies resulting in 40%+ increase in sales and market share.

·Executed and re-built multiple distribution teams converting them from an expense unit to a profit unit.

·Developed national key account strategies for multiple marketing and distribution companies resulting in increases in ROI.

De La Salle Institute, Chicago, Illinois

Faculty and Head Coach (2013 to 2018)

·DeLa Salle Institute is a Christian Brothers Catholic High School that has been serving the needs of Chicago since 1889.

·Implemented “Advanced study strategies and programs” for the honors and college- prep students and staff.

·Developed the Hockey Team that won the IHSHL championship and placed 70% of the ream on the honor role.

·Offensive Coordinator and Quarterback Coach at the varsity and junior varsity levels.

·Supervised 10 Honor Students senior research projects.

·Directed the Media Center and re-directed the resources to deliver enhanced support to students and staff.

Alternative Investment Resources, Chicago, Illinois

Senior Vice President: National Sales and Key Accounts (2010 to 2013)

·Start-Up Company in the Alternative Investment sector with Reg D and 40 Act Funds through the Broker Dealer, Registered Investment Advisor, Financial Planners and Institutional channels.

·Developed Strategic Business Partnerships with RPM (Sweden), Gemini Funds,

Swan Consulting, Cetera, AdvisorNet exceeding sales and margin goals.

·Established and negotiated contracts of the traditional wirehouse and banking platforms to gain access to immediate and long-term distribution for our strategic partners.

·Recruited and developed 15 regional wholesalers and 2 marketing-key account managers.

·Teach and train – product and marketing seminars for our key account producers and wholesalers to further their comfort levels, education and knowledge of the Alternative Investment business and our offerings.

·Competitive landscape- established product and pricing models for each client that enhanced their competitive position by market and sectors.

·Strategic planning- developed a 1-3 and 5 year plans for our company’s wholesaling operations.

·Developed cross-functional teams with strategic partners and Company executive teams resulting in a seamless approach to identifying, qualifying and signing up new business opportunities.

·Managed all vendor negotiations for national and regional trade shows and seminars.

·Key Note Speaker representing our company at industry, national and regional events presenting on: Industry trends, competitive landscape, strategic planning, distribution and marketing.

·Returned to the education and coaching field.

John F. Wallin

12935 Grande Poplar Circle • 563-***-**** • aduqs9@r.postjobfree.com

GWG Life Settlements, Minneapolis, Minnesota

President and National Sales Manager, National Key Accounts (2007 to 2010)

·Start-Up company in the Life Settlement Industry including business model, marketing plans, strategic alliances, supervisory structure, and work flow resulting in a portfolio of $815MM in Face Amount (Life Settlements and Premium Financing).

·Developed the national key account strategy to identify profitable business partnerships with insurance companies and distribution organizations (AMZ, DeeWay Capital, AIMC, AXA, QA3, NIDA Marketing, J.P. Morgan, Cetera, Ameritas.

·Recruited and developed the executive team: Marketing, sales, key accounts, customer service and underwriting.

·Identified and negotiated with capital sources to create the funding pool to acquire life policies. We developed a pool of $750,000,000.

·Built strategic business partnerships with the major Independent Marketing Organizations resulting in a focused approach to identifying “Life settlement ready insurance agents” to compress time-lines and market readiness.

·Led the company team at national trade-shows.

·Responsible for training all accounts, wholesalers and agents the “Life settlement” business, process and marketing strategies resulting in GWG as an innovative industry leader in the sector.

·Recruited to Alternative Investment Resources as an equity partner.

American Insurance Marketing Company, Rome Georgia

Executive Director: RNA Account and the Medicare Advantage-PFFS Project (2005 to 2007)

·AIMC is an IMO that focuses on national distribution of medical supplements and insurance products to the senior market by developing unique product design with a network of experienced partners and independent agents.

·Represent some of the largest and most reputable insurance carriers serving the senior market (Mutual of Omaha, United Healthcare, Coventry, Manhattan Life Insurance Companies, Western United Life, Royal neighbors of America, CSI Life- A BerkshireHathaway Company).

·Responsible for the RNA account that resulted in an AIMC record of $42MM in new health premium through over 3,000 independent agents contracted with independent marketing partnerships in the first year.

·Created the complete national roll-out of the RNA product through an innovative “Double Bottom-Line” marketing and sales strategy. Trained over 10,000 agents on this program.

·Access and delivered a tailored actuarial consulting service including product design, agency administration services and policy administration services.

·Leveraged the key reinsurance companies servicing the senior market.

·Led the company into the new Medicare Advantage market by building a strategic partnership with Coventry Healthcare and bringing that company into the market through our relationships with 20,000 independent agents.

·Due to my daughter’s health complications, we moved back to Illinois.

John F. Wallin

12935 Grande Poplar Circle • 563-***-**** • aduqs9@r.postjobfree.com

Royal Neighbors of America, Rock Island, Illinois

National Sales Manager (2003 to 2005)

·RNA is a women’s fraternal organization that markets develops its membership through marketing insurance products and creating local chapters.

·Recruited to lead the renewal of the organization that had become not relevant to the membership and lost over 200,000 members in the last 10 years. RNA’s funding came from the revenue from insurance and annuity sales and the general account. The organization was on life-support.

·Researched the current membership which was 85% senior market to determine their needs and to define what the organization needed provide to become relevant.

·Developed a multi-focused campaign to the current senior members and opened a new market to younger women and families.

·Negotiated a partnership with AIMC, a national Independent Marketing Organization in the senior market and the leading provider of Medical Supplements resulting in $42 MM in health premiums and over 30,000 new members in the first two years.

·RNA and AIMC approved my joining AIMC to leverage this new partnership.

Allstate Financial Services, Northbrook, Illinois

Senior Vice President-Regional Financial Services Manager (Midwest Region) (2000 to 2003)

·AFS was a start-up business unit within the Allstate Group to serve the current and future customers in auto, life and now financial services.

·Responsible for building the financial services business, operations, P&L and the relationships with the 1,000 Allstate agents.

·NASD Principal for training and certification of 800 series 6/63 agents and 6 series 7/24/63 Supervisor/ managers.

·Results included reaching 107-110% to plan each year with an average 2.7% expense ratio.

·Developed an advanced financial solutions group and product innovations across company lines with marketing, legal, operations and senior management.

·Recruited to RNA for as a National Sales Manager.

Federated Investors, Pittsburg, Pennsylvania, (1998 to 2000)

Senior Vice President,-National Key Accounts-Banking Channel

·Federated Investors is a national firm that markets equity and fixed income mutual funds to the public through distribution channels.

·Responsible for sales and distribution of products in the banking channel.

·Developed the yearly marketing plan for the banking distribution channel.

·Collaborated with the channel managers and wholesalers to execute the business plans to the retail and institutional banking accounts.

·New strategic business partners that brought on: Bank of America, Chase, Nations, Wells Fargo, Citibank, First Union.

·Sales exceeded $575,000,000

John F. Wallin

12935 Grande Poplar Circle • 563-***-**** • aduqs9@r.postjobfree.com

Previous Career Experience

BISYS Funds, Vice President, National Key Accounts (1995-1998)

Putnam Mutual Funds, Senior Vice President, National Key Accounts (1992-1995)

·Sales increased from $12B-$27B on yearly basis.

Kemper Financial Services, Senior Vice President, National key Accounts (1989-1992)

·Sales increased from$2.7B to $7.2B

CAN/AM Hockey Group, Canadian and American Director (1972-1988)

Kent State University, Division 1 Hockey Coach and Faculty (1984-1987)

Education

Chicago State University: B.S. and M.S. Education

Personal

Married, Linda Wallin. Children: Kate and John

Vietnam Veteran

Contact this candidate