Description
SUMMARY Director of professional training and development with more than seven years of experience designing and implementing programs to hire and train new employees, and open or expand market segments in both the financial and insurance industries. My experience includes a successful track record of providing product expertise and support for sales associates and developing sales and orientation programs for existing and newly hired professionals. Primary * Responsible for providing sales and marketing support to Citigroup's financial Representatives with an emphasis on long-term care and retirement vehicles. * Designed and implemented training and marketing plans for a new product line, the result of which was attaining first year sales of 150% of the annual goal. * Developed an incentive plan for my territory, which raised product visibility and helped push sales over the $120 million mark in 2001 (highest sales in the country) * Promoted to Senior Internal Wholesaler and given two separate territories including New York and New Jersey which contained all 7 existing National Sales Directors, nine months after joining Travelers. * Sat in on many sales presentations to act as a product specialist in answering more complicated product issues. Successfully closed many large investment clients for our field marketing representatives. * Wrote and distributed training and licensing guidelines, which were printed in company publications. * Participated in training for new incoming wholesalers to Travelers. responsibilities were to cultivate new client relationships as well as help clients manage their financial portfolios. Passed all exams required to become fully licensed in six weeks. Insurance licenses held (currently lapsed) included Life Property and Casualty Health Variable Contracts as well as the series 6 and 63.
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