Director of Marketing - Finance Investment Resume Search
Director of Marketing - Finance Investment Resume Search
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Director of Marketing Resume


Desired Industry: Finance/Investment SpiderID: 7598
Desired Job Location: Tustin, California Date Posted: 6/14/2006
Type of Position: Full-Time Permanent Availability Date: 7/1/2006
Desired Wage: 65000
U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience Willing to Travel: Yes, Less Than 25%
Highest Degree Attained: High School/Equivalent Willing to Relocate: No


Objective:
I am a dynamic, hard working and results oriented individual seeking new opportunities in the finance industry. My many years at Centaurus Financial have provided me with a solid foundation and set of skills which I’m hoping to leverage in a more challenging position.


Experience:
Vice President, Marketing 2002 – Present
· Develop and manage key strategic partnerships
o ING, John Hancock, MetLife, Hartford, Allianz
· Negotiate key agreements and business contracts
· Implement annual marketing plans for partners
· Create national and regional sales promotions
· Organize national and regional trade shows
o Develop program agendas for trade show events
· Maximize growth and profitability through business development and sales
· Track and analyze competitors
· Service partners based on adding value and growing business

Sales and Marketing Coordinator 1999 – 2002
· Maintained quarterly and annual updates on client’s account values
· Managed conference budgets
· Managed partner billing and department revenues
· Created ad slicks based on partners promotional needs
· Designed newsletters and sales bulletins bi-weekly for sales force
· Processed applications for new accounts
· Calculated hypothetical illustrations for sales force
· Created status reports for weekly staff meeting in marketing department

Licensing and Registration Coordinator 1996 – 1999
· Managed database of brokers’ NASD licenses
· Scheduled NASD tests for brokers
· Conducted pre-hire reviews of brokers


Skills:
Word, Excel, PowerPoint, Access, Publisher, Outlook, Morningstar, Adobe Acrobat


Additional Information:
· Series 6
· Series 63
· California Insurance License (Life/Health)


Reference:
Available upon request.


Candidate Contact Information:
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