
Linked Benefits Specialist-Western Region at Genworth Financial
Orange County, California Area

Linked Benefits Specialist-Western Region at Genworth Financial
Orange County, California Area
Sales and marketing consultant with extensive experience developing individuals, teams and organizations, focusing on improving systems and process to achieve more predictable and reliable results. Able to build relationships and consult with my clients to increase their sales and client acquisition results by double digits. Over 14 years in the financial services industry, with skill sets that are seamlessly transferable to any industry.
My true passion is to empower people to do more for themselves. I have an innate ability to build strong, trusting relationships with people, which ultimately helps me drive results. One of my key strengths is to recognize how individuals are motivated and bring out the best in each person.
SALES AND MARKETING CONSULTANT
Developing People, Managing Projects, Solving Problems, Delivering Results
(Public Company; GNW; Insurance industry)
September 2009 — Present (4 months)
• Serve as dedicated expert for Financial Institutions Channel to drive combination product sales through distribution partners and their financial advisors.
• Own the sales plan for achieving annual combination product sales goals in assigned territory.
• Recruit, activate, and grow new and sustainable sources of combination product sales.
• Support field activities by conducting wholesaler training sessions, producer training seminars, one on one meetings with high potential producers, client seminars, and point of sale closing meetings.
• Keep the home office informed of the latest market trends, competitor activities, and combination product developments.
• Data-mine distribution partner and Genworth reporting systems and websites to target growth opportunities
(Public Company; AMP; Financial Services industry)
October 1995 — March 2009 (13 years 6 months)
Positions Held:
Marketing Field Implementation Director: Febuary 2007-March 2009
RVP, Insurance: August 2005-February 2007
Regional Sales Director, Insurance: April 2002-March 2004
Financial Advisor, Business Systems Analyst, Training Analyst, Customer Service Representative: October 1995-June 2001
(Public Company; 10,001 or more employees; AMP; Financial Services industry)
2005 — 2007 (2 years )
(Non-Profit; 1001-5000 employees; Financial Services industry)
January 2005 — August 2005 (8 months)
(Public Company; 10,001 or more employees; MFC; Insurance industry)
March 2004 — January 2005 (11 months)
(Financial Services industry)
June 2001 — April 2002 (11 months)
1988 — 1993
Professionally: Training and Program Facilitation, Relationship Management, Mentoring and Coaching Personally: Running, Biking, Cooking, Hiking, Reading