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| Desired Industry: Insurance |
SpiderID: 6047 |
| Desired Job Location: Philadelphia, Pennsylvania |
Date Posted: 3/20/2006 |
| Type of Position: Full-Time Permanent |
Availability Date: immediately |
| Desired Wage: |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, 25-50% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Objective:
I am seeking a position where I would provide value in a product development, operations and/or sales & marketing oriented position such as:
·Product Manager
·Insurance Coordinator or Relationship Manager with a regional broker-dealer, bank or insurance agency
·Project Manager
·Operations/Service Manager
·Advanced Annuity Support or Training
·Annuity or Life Insurance Marketing Coordinator
SUMMARY:
Financial Services professional with 21 years of broad experience encompassing sales and marketing, R&D, training, implementation, advanced sales program development and support. Product development, marketing expertise in fixed & variable annuities. Strong marketing and case design knowledge of UL, VUL and term insurance products.
* Sales & Marketing
* Product positioning
* Sales training
* Project management
* Advanced sales
* NASD compliance
* Relationship building
* Complex illustrations
* Case design
* Assisted selling
* Organization & planning
* Problem solving
* Needs analysis
* Team building
* Leadership
Experience:
Brokers Insurance, Jenkintown, PA (2005)
Annuity Marketing Manager
Responsible for wholesaling of fixed annuities for brokerage agency.
Selected Accomplishments:
* Created and distributed marketing materials for promotion of fixed annuity product features and rates.
* Maintained product spreadsheets with current features and rates posted on agency website.
* Outbound calling to solicit new annuity business from both existing and new agents appointments.
Phoenix Life Insurance Company, Blue Bell, PA (2003-2005)
Regional Marketing Manager
Responsible for creating & implementing regional marketing plan & sales operations for the Mid Atlantic Regional Life Sales Office. Collaborate with the Regional Managing Director supporting and coordinating marketing activity for 7 life wholesalers in the region.
Selected Accomplishments:
* Created and implemented regional marketing plan and coordinated marketing communications, follow-up and support activity with wholesalers and office staff.
* Managed broad based mail and electronic communication to 3,000+ regional producers. Created customized regional materials promoting regional strengths and expertise as well product and sales programs.
* Supported wholesalers and producers case design, illustration and market application needs in addition to facilitating advanced sales assistance with home office.
* Developed and implemented term conversion program to drive new permanent sales from existing producer and client relationships created $500,000 of new premium in the first 6 months of the program.
* Managed, implemented and promoted the use of technology to leverage information and resources effectively for targeted marketing efforts. Directed practice management improvements and managed regional CRM efforts and training.
The MacNamee Group, West Chester, PA (2002-2003)
Variable Products Brokerage Manager
Consultant responsible for creating Variable Life & Annuity brokerage operation to compliment the Independent Marketing Organization’s existing fixed annuity, life and long-tem care brokerage business.
Selected Accomplishments:
* Established relationships with insurance company key account personnel.
* Identified and recommended preferred vendor relationships for strategic marketing collaboration initiatives to IMO management.
* Developed marketing plans, materials and presentations used for introduction of variable insurance product & program availability through IMO to targeted broker-dealers and producers.
PENN MUTUAL LIFE INSURANCE CO., Horsham, PA (1984-2001)
Manager Annuity Products (1996-2001)
Managed annuity product development, sales & marketing and internal sales support efforts. Completed market research & distribution channel needs assessment, and analyzed data to identify new market trends & sales opportunities. Presented product and sales program recommendations to senior management. Developed marketing plans, materials and presentations used for field management and producer introduction and training. Coordinated product operations and sales support efforts. Managed staff of three overseeing daily activities and their professional development.
Selected Accomplishments:
* Developed fixed and variable annuity products distributed through Captive Agency, Independent PPGA, Independent Broker–Dealers, Financial Advisors and Banks. Reduced product development timeline from 15 to 6 months.
* Developed & conducted internal & field training for Annuity sales & marketing initiatives. Programs covered income distribution planning, asset & income protection and other income and estate tax planning advanced sales concepts. Many programs created opportunities for cross-selling life insurance and other financial products.
* Jointly proposed and implemented changes to Independent Broker-Dealer distribution channel to increase annuity market penetration.
* Recommended and implemented a number of enhancements & sales applications like immediate variable annuitization (IVA) that expanded product market applications and sales opportunities.
PREVIOUS POSITIONS:
Assistant Product Manager, Individual Annuities (1994-1995)
Product Consultant, Individual Annuities (1988-1993)
SPGA Analyst, Group Annuities (1984-1987)
Education:
EDUCATION:
BA Business Administration, ROANOKE COLLEGE, Salem VA, 1983
THE HAVERFORD SCHOOL, Haverford PA, 1978
Affiliations:
ASSOCIATIONS& LICENSES:
NASD Series 6 and 63 Registration. Willing to acquire Series 7 & 24.
PA Life and Health Insurance license
NAVA Member & Primary Contact (1996-2001)
ACLI Annuity Committee Member (1998-2001)
LOMA Small Group Pension Annuity Committee Member (1999-2001)
Skills:
TECHNICAL EXPERIENCE:
* MS Office (word, excel, powerpoint)
* MS Project
* MS Outlook
* MS Publisher
* MS Access
* Lotus Notes
* EZ-Data CDS & ADS
* Salesforce.com CRM
* InvestmentView
* Principia Pro
* Impact Technologies
* Navisys Illustrations
* AFS/COLI.com
* VARDS
* Blease Full Disclosure
* Win Flex
Additional Information:
PERSONAL:
Youth Baseball Coach. Scouting Volunteer.
Reference:
available on request
Candidate Contact Information:
| Name: James Ambrose |
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| Street: |
Phone: 610-446-7987 |
| City: Havertown |
Fax: - |
| State: Pennsylvania |
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| Zip: 19083 |
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| Web Site: |
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