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Chief Distribution Officer Life Insurance & Annuity | Profile 12203
A highly successful professional with extensive experience in the financial services industry, specializing in life insurance and annuities. This Candidate has a proven track record of driving strategic initiatives, building strong distribution networks, and exceeding business objectives. Known for fostering relationships and delivering outstanding results, they possess deep expertise in sales, marketing strategies, and business development. With a career spanning over two decades, this individual has consistently demonstrated leadership and the ability to grow distribution and revenue.
Key Achievements:
Leadership & Team Development:
- Directed sales teams and regional directors to consistently meet and exceed annual recruiting and production goals, focusing on traditional fixed life and annuity products. Led successful collaboration efforts with executive leadership and multiple department heads to ensure smooth operations and a positive experience for distribution partners.
Distribution Expansion:
- Grew distribution networks through recruitment of MGA's, BGA's, IMO's, Independent GA's, and individual producers. Responsible for developing and supporting independent distribution channels, surpassing annual recruitment and sales targets.
Revenue Growth:
- Achieved impressive financial results, with $9.8M in target premium for a major region and increased the run rate to $11.8M YTD. Played a critical role in growing both life insurance and annuity production for various organizations.
Field Training & Support:
- Provided extensive field training to over 800 advisors, ensuring alignment with sales goals. Maintained close relationships with advisors and their support staff, enhancing operational efficiency and business performance.
Project Management:
- Led initiatives to optimize distribution channels and improve overall business outcomes. Actively participated in quarterly board meetings and executive leadership discussions, contributing to strategic planning and decision-making.
Recruitment & Career Coaching:
- Recruited, trained, and mentored financial advisors and sales managers, many of whom advanced into leadership roles. Spearheaded the development of multiple second-line managers, ensuring a strong leadership pipeline.
Relationship Management:
- Successfully managed relationships between distribution partners and home offices, acting as a proactive liaison. Focused on customer retention, business planning, and building long-term partnerships that contributed to the organization's success.
Industry Expertise:
- Deep knowledge of life insurance and annuity products, including Index Universal Life, traditional term life, and index annuities. Recognized as a subject matter expert, with extensive experience in the financial services industry.
- Skilled in profit and loss management, customer service, and project management. Demonstrated ability to oversee and improve both the operational and financial aspects of a business.
Certifications & Licenses:
- Series 6, 63, 22, 7, 24
- Licensed in Life Insurance
This Candidate is a highly capable leader with a deep understanding of the life insurance and annuity market, skilled in driving business growth, developing talent, and managing complex operations. They are well-positioned to bring significant value to any organization looking to expand its distribution networks and grow its revenue.
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