- 7322 Cedar Rd Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

Sales Training (Insurance)

Qualifications Profile

    Self-assured, dynamic, and results-driven educator and management professional with more than 20 years providing high-performance sales & marketing, customer service, staff development, financial management, and operations support mostly in the financial service and technology solutions industries.

-    Proven dedication to process efficiencies in staff development that mold business-aware competencies and leadership in marketing and sales, enabling the organization to achieve growth and talent retention in highly competitive markets.

-    Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to strategize solutions in addressing professional relationships, training, and financial service issues even under stress.

    Versatile, flexible, and adaptable with quick learning abilities to reach high productivity levels in fast-xxxxxxced work environments and new or demanding assignments.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Strong people management and interpersonal communication skills that inspire confidence, performance excellence, and teamwork synergies across diverse ethnicities and multi-functional engagements.

Key Expertise

Sales Management

    Marketing & Sales (Trad. & Online)

    Retail Sales Management

    Territory Sales Administration

    Multiple Account Management

    Customer Service Management

Business Operations Management

    Strategic Planning & Execution

    Business Development

    QA Management

    Contract Management

    Process/Workflow Improvement

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

Financial

    Investment Portfolio Management

    Fiscal & Budget Management

    Risk Management

    Profitability Management

    Mortgage & Loan Administration

    Funds/Investment Management

    Insurance Brokerage

Administration

    Policies & Regulatory Compliance

    Staff Supervision & Training

    Records & Document Management

Technical

    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook),

Professional Experience

North Western Hills Financial Group, Prudential Advisors Warren Hills, NJ

    Develop and execute training programs in collaboration with the Professional Development Group.

    Manage staff training and onboarding of new hires with primary focus on Advisors in their first 24 months, molding their attitudes, competencies, and work ethics to align with a corporate culture of customer service and innovation.

    Oversee the licensing and certification process for new professionals, collaborating with Pre-Contract Affiliates during their licensing and skill development phase by delivering relevant Core-Skills curriculum.

    Xxxxxxrtner with the individual Advisor s manager to build, validate, and implement the Marketing Plan for Advisors

    Collaborate with the Managing Director and management team to develop and implement enterprise-wide strategies and tactics revolving around marketing concepts and targeted community marketing.

    Conduct training needs analysis regularly and provide feedback to the Managing Director and Manager of Financial Services on skill gaps and competency needs among individual Advisors for proper training program development.

Ÿ Responsible for sales growth, prospecting new clients to offer Life Insurance, Annuities, Investments and Property/Casualty products with a high degree of conversion rate.

Ÿ Maintained process and service efficiencies in the Private Office, ensuring compliance with quality standards, polices and regulations that yielded zero non-conformance issues with auditors and inspectors.

    Provided strategic direction and leadership in manage mission critical financial services to meet production standards that drove business growth even during weak economic situation.

    Managed the organization's approach to a relationship based, life cycle, sales and advice process, building a profession team of Asian Indian Advisors to develop a culture of inclusion.

    Provided HR support in staff recruitment, selection, development, retention, success, and supervision, recruiting and managing 7 Advisors mostly from the Asian Indian Community of new Advisors.

- 7322 Cedar Rd Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

Professional Experience (continued)

Fountain Technologies Somerset, NJ

Various Business Firms Ÿ India (Prior to Immigration to the U.S.A. in 1997)

Education & Credentials

Ÿ M.B.A., KOLHAPUR UNIVERSITY Kolhapur, India

Ÿ Bachelor s Degree MAHARAJA SAYAJIROA UNIVERSITY Baroda, India

Professional Training & Certifications

Ÿ Series 6, Series 7, Series 63, Series 65, Series 26(Expired in 2007 owing to

Ÿ stepping down from Management),

Ÿ Life and Health, PTO Property & Casualty Insurance

Ÿ Designations: Ck, U, ChFC, CASL & RICP designations through American College

Awards & Recognition

Recognized for exceptional performance with the following high ratings on the Annual Surveys of firm-wide Advisors (North Western Hills Financial group):

    2013 Ranked 5^th 2011 Ranked 4^th 2010 Ranked 2^nd

    2009 PRESIDENT CITATION (Ranked 1st) 2008 Ranked 3^rd 2007 Ranked 7^th