Miami University Oxford, OH Associate of Arts - Psychology Los Angeles Valley College Van Nuys, CA PROFESSIONAL EXPERIENCE: 4/05 - Present Academic Financial/Shylo Insurance Services Fountain Valley, CA Employee Benefit Consultant Recruitment and training of producers. Responsible for training, production, cro ss selling, and mentoring. Conducted group enrollment meetings. Liaison between client base, field force and home office. Achieved 30% growth of revenue for thr ee consecutive years. Management of large cases including Los Angeles County age ncies, PEOs, national accounts, start up cases. Adept at section 125 concepts an d applications. 12/04 - 4/05 Entrust Administration, Inc. Oakland, CA Business Development Manager Wholesale and retail sales of Self Directed IRAs, 401(k)s, Coverdell Educational Savings Accounts, HSAs, and Missing Participant Programs. In four months, tripl ed regional sales and doubled speaking engagements. Development and presentation of sales seminars for CPAs, Investment Advisors, Investment Groups, and Brokera ge Houses. Company spokesperson for trade shows, broadcast media, and workshops. Restructured department resulting in 80% increase in volume of incoming calls, l eading to larger volume of new national accounts. Hiring and training of sales and support staff. 9/02 - 12/04 Benefit Architects Los Angeles, CA Consultant Various consulting assignments supporting the sales of employee benefit products and services. Assignments included hiring and training of staff, client present ations, and product development. Results included increase of over 40% more bene fits business written. 4/00 - 8/02 Transamerica Retirement Services Los Angeles, CA Regional Sales Manager Acted as troubleshooter for the southern United States, assisting in broker deve lopment, sales presentations, and staff training. Planned and implemented the de sign and model of the Internal Sales Desk and the RFP process. Consulted with ag ents, broker/dealers, and TPAs regarding plan design, sales, and presentation ma tters, increasing sales of the company by over 30%. Managed relationships with m ajor broker/dealers, brokerage houses, banks, and TPA firms. Oversaw the product ion of RFPs for 401(k) in the small to medium plan markets. Hired and trained em ployees for both internal and external assignments. Directed 15 external Sales R epresentatives, 8 Internal Consultants, 4 Proposal Specialists, and 6 Administra tive Assistants in the management of 3 regional territories. Represented company at trade shows, industry conventions, and broker associations. 10/98 - 12/99 Sentry Insurance Company Los Angeles, CA Western Regional Sales Manager In a start-up operation, sold 401(k), Profit Sharing, Money Purchase and Mutual Fund products in the small plan market (under 500 participants). Development of relationships with brokers, broker/dealers and insurance agents to enhance compa ny sales. Led division in sales throughout its duration. Conducted enrollment meetings and participant education seminars. Trained broker s, agents and company personnel. seminar and trade show planning and development. 10/91 - 10/98 Benefit Architects Pasadena, CA National Sales Manager Responsible for selling 401(k), 403(b), 457 and 415 plans, increasing sales by 4 2%. Hired and trained national sales force, internal wholesale desk and support personnel. Supervised 27 staff in sales effort. Identified and directed departmental sales opportunities and marketing strategies. Initiated and maintained sales relations hips with various retail sales channels. Planned and ran sales seminars, reward conferences, trade show exhibits and conferences. 4/85 - 9/90 Crown Life Insurance Tarzana, CA Regional Pension Manager Wholesale distribution of annuities, GICs, and mutual funds to both qualified an d non-qualified markets, with leading office three straight years. Led region in company-leading sales of $1.8 billion in sales in one year. Managed a territory covering from the Midwest to the West, and parts of the Pacific Rim, including Singapore, Macao, Hong Kong, Tokyo, and Manila. Led sales in region for four straight years. Developed specialized investment co ntracts to be able to participate in the bond enhancement market. Headed departm ent of five employees. Planned sales conferences, seminars and trade show events for the company. Licenses: Life, Health and Disability licensed in California, Nevada, Arizona, Texas, Colo rado, Illinois, Ohio, and Georgia.
Other Professional Experience:
1984 - 1985 The Los Angeles Agency, Crown Life Los Angeles, CA District Sales Manager 1981 - 1984 Imperial Bank Imperial Trust Corporation Los Angeles, CA Area Manager 1975 - 1980 New York Life Insurance Company Los Angeles, CA Field Underwriter