Insurance Sales Leader

KENNETH J. VAN VALKENBURGH

Gaithersburg, MD ● 301-***-**** ● ******@*****.*** ● LinkedIn

TRANSFORMATIVE INSURANCE SALES LEADER

Driving sales value and profitability through dynamic thought leadership, insights, and transformational vision. Entrepreneurial and client-focused Insurance Sales Leader driving revenue growth by directing sales, business development, and relationship management within the financial services industry. Builds the bench of top-performing sales teams by equipping individuals with essential sales and account management know-how while engendering collaborative work environments. Adaptable relationship builder with superior communication, problem solving, and listening skills leveraging a consultative, customer-centric approach in all situations. Maintains a keen pulse on the insurance industry in the DMV area, sourcing and adopting best sales practices to maintain competitive edge in evolving market. Accomplished financial services leader with a broad bandwidth for building and managing sustainable insurance programs that drive revenue growth and client retention.

Licensed for Life Insurance & Annuity and Property & Casualty.

Tapped to participate in Metropolitan Executive Training Program Fast Track to Management.

Installed insurance programs to organizations and individuals spanning 130+ countries on a global scale.

Provided 3-state territory with long-term care, annuity, and life insurance products for 24 core carriers to brokers.

Million-Dollar Roundtable Qualifier and #1 Agent in production for Met Life’s Chesapeake Region out of 400 agents.

Created insurance division and source of non-interest income for Eagle Bank generating $1.9M in annual revenue. CORE COMPETENCIES

• Sales Management

• Financial Operations

• Business Intelligence

• Brand Value Creation

• Account Management

• Client & Company Success

• Global Program Development

• Strategic Planning & Execution

• Staff Training & Development

• Continuous Process Improvement

• Stakeholder Engagement

• Relationship Management

• Outreach & Networking

• Business Development

• Performance Analysis

P R O F E S S I O N A L E X P E R I E N C E

EAGLEBANK • 2011 to 2023

Vice President of Insurance Sales

Launched and led non-interest revenue area from the ground up to $1.8M in gross annual revenue through blended industry and sales expertise. Directed sales in life and health (L&H) and property and casualty (P&C) for diverse individual and commercial client base.

• Built and maintained relationships with lenders and bank officers pivotal to optimizing insurance sales and planning for unique client needs.

• Delivered year-over-year double-digit revenue growth by forging cohesive time collaboration to prioritize the client experience while capturing upsell opportunities.

WEST FINANCIAL GROUP • 2004 to 2010

Assistant General Agent

Directed entire brokerage department to attract competitive talent and sell internal and external products to clients. Supported all aspects of agency operations to maintain steady operational workflows while addressing brand and sales strategy with a focus on client engagement. Facilitated CE seminar to build relationships with brokers and CPAs.

• Employed E-Relationship to build cohesive network of 3.5K+ area brokers to discuss matters in retirement plans, life, annuity, disability, and long-term care.

• Sourced and hired top talent for sales management team.

• Activated new brand awareness by owning marketing campaign development to increase enterprise visibility and client acquisitions.

KEN J. V A N V A L K E N B U R GH P A G E 2

• Improved team capabilities by recruiting and training new agents on internal protocols and client service strategies.

• Played an integral role developing annual budgets and forecasting sales and revenue goals to maintain cadence of continuity and growth.

CAPITAL SYNERGIES • 2001 to 2003

Brokerage Manager

Opened new territory spanning Northern VA, Washington, DC, and Montgomery County, MD to increase sales in individual life, long-term care, and annuity products for 24 core carriers and ancillary contracts. Collaborated with CPAs, financial planners, banks, P&C shops, broker deals, and independent brokers for product needs.

• Led Mid-Atlantic territory for premium production.

• Co-created 10-page broker kid featuring company resources and options.

• Secured 35 proactive contracts weekly through a variety of virtual, in-person, and presentation correspondence to increase client interest.

• Hosted seminars to educate brokers and clients on long-term care, the time value of money, life insurance, financial needs analysis, fixed annuities, and basic financial planning principles. CLEMENTS & COMPANY • 1998 to 2001

Director of Life Sales

Created new life insurance division to fortify organization posture in international environments with a focus on ex-pat clientele. Created estate planning practice by maximizing product and resource mobility for existing clients. Facilitated negotiations with brokers and dealer carriers. Maintain fiscal stability by managing life division budget.

• Drove product sales to individuals and organizations in 130+ countries globally.

• Introduced division policies and procedures to refine agencywide money and information flow.

• Grew brand presence online by building international websites facilitating life product access to overseas clients and streamlining the application process.

• Identified and established target markets to increase division insurance sales.

• Oversee staff recruitment, training, and development to ensure consistency across division.

• Served as subject matter expert at led seminars to address emerging trends in retirement / estate planning, employee benefits, individual financial goal strategy, time value of money, deferred compensation, and charitable giving. METROPOLITAN LIFE INSURANCE COMPANY • 1989 to 1998 Associate Branch Manager

Championed sales initiatives for life, health, and disability insurance and Series 6 and 63 NASD products. Tapped to maintain tax-sheltered annuity accounts for 9 Montgomery County Schools and personnel. Led seminars teaching employees about tax-sheltered annuities, estate planning, pension allocation, and charitable giving.

• Successfully created 1K new accounts while managing 1.5K+ contracts.

• Sourced and hired top new employees from diverse talent pool, supporting new agents in sales appointments and providing stretch opportunities to improve capabilities. E D U C A T I O N & C R E D E N T I A L S

ADELPHI UNIVERSITY • Master of Business Administration CW POST COLLEGE • Bachelor of Science in Criminal Justice & Political Science AMERICAN COLLEGE • Life Underwriter Training Council Fellow A F F I L I A T I O N S

NAIFA – GREATER WASHINGTON • Former President

INSURANCE & FINANCIAL ADVISORS BOARD – GREATER WASHINGTON • Board Member NATIONAL ASSOCIATION OF LIFE UNDERWRITERS • Member NAIFA – SUBURBAN MARYLAND • Member

NAIFA – NORTHERN VIRGINIA • Member

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