
AVP, Sr. Relationship Manager at Penn Mutual
Greater Nashville Area

AVP, Sr. Relationship Manager at Penn Mutual
Greater Nashville Area
Business Development Professional with Proven Track Record of building relationships with key internal and external partners to achieve profitable, measurable results. Focused on business partners that value the firm's key differentiators and provide a targeted business plan to to achieve our mutual goal.
Key Achievements:
Increased Sales at Top Account by 100 percent in 18 months.
Double Digit Sales Growth at Top Account for 4 years and maintained 70 percent market share.
Earned 2 Special Achievement Awards and nominated for Chairman's Award.
Awarded National Account Top Life Producer.
Business Development, Key Account Management, Business Planning and Execution, Prospecting, Relationship Management
(Privately Held; Insurance industry)
April 2008 — Present (1 year 10 months)
•Actively prospect opportunities with independent broker-dealers based on product sales, cultural fit, and distribution alignment.
•Work with Key Relationships to develop annual marketing plans, communicate and implement annual plans to Field Management and Home Office Constituents. Monitor and review progress on a quarterly basis.
•Prospect for qualified advisor leads at key firm events and track results on a quarterly basis.
•Negotiate the sponsorship and financial relationship between the company and firm partners. Execute prudent financial management to ensure a balance between sponsorship and sales results.
•Manage the daily activities with key partners and assist with any escalated business related issues that cannot be resolved through standard procedures.
•Attend annual, regional and sales related planning sessions and conferences with key relationships.
(Insurance industry)
2007 — 2008 (1 year )
(Public Company; HIG; Insurance industry)
January 2000 — January 2008 (8 years 1 month)
•Achieved double digit sales growth for 4 consecutive years and maintained strong market share
•Managed the #1 brokerage account in life insurance sales on a national level
•Implemented a customized business plan for each key account
•Presented core sales concepts to broker groups and trained sales desk at broker firms
•Earned Special Achievement Award and nominated for Chairman’s Club
not yet , MBA , 2002 — 2006
Completed about half of my MBA- on hold due to Travel.
BS , Business- Marketing , 1996 — 2000
Cum Laude
CLU Program 2007
Currently enrolled in 3rd course toward CLU Designation