Registered Horace Mann Representative Licensed Producer Resume
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Springboro, OH
SUMMARY:
- Accomplished Leader & Coach across a variety of industries and roles including Sales, Customer Experience, Process Improvement, and Market Research
- Proven track record of positively influencing change & delivering superior business results
- Excellent relationship building, communication, and collaboration skills
TECHNICAL SKILLS:
Computer Skills: Microsoft Office, Siebel CRM, Salesforce, QuickBooks
EXPERIENCE:
Confidential, Springboro, OH
Registered Horace Mann Representative Licensed Producer
Responsibilities:
- Engage, educate, and empower educator families to achieve financial success through comprehensive financial planning and investing in the most appropriate Retirement and Insurance Solutions
Confidential, Covington, KY
Director, Outbound Sales Opportunity Testing & Asset Retention
Responsibilities:
- Created Customer Insight Database and instituted weekly insight stand ups to instill a customer obsessed culture
- Identified productivity issues, created mission statement, developed team scorecard, dashboard reporting, and increased marketing efforts which led to 50% increase in customer outreach
- Revitalized end to end project management process resulting in increased efficiency and effectiveness
Director, Financial Consultant
Confidential
Responsibilities:
- Led the top Financial Consultant Team in the country for 3 of 4 years in role
- Uncovered need for Relationship Manager Role clarity and facilitated development of national role guidelines and performance metrics
- Identified a need for peer led Sales Manager Onboarding Program, formed and led working team to develop the program that is now required for all newly hired Sales Managers
- Earned 3 President Circle Awards presented to Top 5% of Sales Leaders across Fidelity Personal Investing Group
Director, Fixed Income
Confidential
Responsibilities:
- Built a strong team that consistently exceeded client expectations
- Developed relationships with Capital Markets leaders across organization resulting in positive changes to business model, enhanced representative training, greater brand awareness and increased Fixed Income Sales
Process Improvement Manager
Confidential
Responsibilities:
- Identified process improvement challenges and built the Site Process Improvement Manager Role from ground up
- Partnered with Senior Fidelity Personal Investment Leaders to build a continuous improvement culture across the organization resulting in significant cost savings and more efficient processes
Customer Experience Manager
Confidential
Responsibilities:
- Launched site Consultative Sales Model Training
- Inspired site customer focused culture which led to exceeding Customer Loyalty goals from