Resume in Houston, TX

Focus of Interest: SUCCESSFUL BUSINESS DEVELOPMENT ACCOUNT EXECUTIVE/ACCOUNT MANAGER? Top producing highly analytical, results-driven, and exceptionally skilled professional with proven success and effectiveness in directing financial business aspects with comprehensive skills in maximizing performance of financial operations focusing on revenue growth, strategy formulation, risk management, compliance, financial control, account management and retention, and profitability improvement.? Strong competency in addressing complex challenges through in-depth analysis and due diligence to effect dramatic improvements in efficiency, productivity, and business processes toward successful attainment of organizational goals.? Demonstrate outstanding expertise in leading and training team members while maintaining high ethical and quality standards, professional demeanor, and a cooperative attitude.? Possess a keen eye for detail and extremely capable of multitasking in fiercely competitive and fast-paced environment with dedication to superior service and operational excellence.? Effective in conducting benefits education presentations, seminars, enrollments and illustrations.CORE COMPETENCIES ? Account Management, Sales and Marketing ? Client Plan Reviews? Broker, Agent, PEO,TPA, Business Relationships ? Problem Resolution and Decision Making? Consultation with HR Directors, CEO?s, and CFO?s ? Analysis, Reporting, and Presentation? Cross Selling of Additional Products ? Plan Transition and Installation Process? Retention of Client Relationships and Plan Assets ? Leadership, Training, and Team BuildingAWARDS AND HONORS ? Top Producer Award Southwest Region 2011, 2012 Combined Worksite Solutions? Achievement Club Award 2010, 2011, 2012 Combined Worksite Solutions? Achievement Club Award 2010, 2011, 2012 Combined Worksite Solutions? Top Sales Award, 2009 Book of Business Increase Award and Bonus, Lincoln Financial Group? 2008 Q4 YTD GDC Sales Leaders Member, Lincoln Financial Group? Million Dollar Club, 2008, Lincoln Financial Group? Sales Achievement Award, 2007, Lincoln Financial Group? Premier Award, 2006, Lincoln Financial Group? Fast Start Sales Achievement Award, Lincoln Financial Group: Feb 2005? Fireball Sales Award, AFLAC Oct 2004? Sales Commission Bonus, Sprint: March 2004? Account Manager Training II, Sprint: Dec 2003? Quota Buster Award and Bonus (150% of Data Sales Quota) GST: Oct 2001? Data and Voice Product Certification GST: Nov 2000? Annual Sales Award, GST: 1996, 1997, 1998, 1999, 2001, 2002 PROFESSIONAL EXPERIENCE COMBINED INSURANCE WORKSITE SOLUTIONS ? HOUSTON, TX Worksite Employee Benefits Account Executive Apr 2010?Present? Function with optimum effectiveness in sales and marketing activities and delivering on the worksite investment consultation and education for the client?s employee's life, health, and disability insurance benefit products. which includes management of inbound calls and walk-in service along with conducting educational seminars focusing on plan features and benefits. ? Develop relationships with businesses, organizations, HR, brokers, agents, TPAs and PEOs in order to educate management on the benefits of providing supplemental insurance products to their employees and clients with the ultimate goal of selling Combined's products to that employee base.? Build and develop employer-client relationships by promoting our "U-Select" program of benefit communication while offering voluntary life and health insurance products.? Build a book of business through local employers by leveraging our existing relationships with local/national strategic partners, brokers, as well as developing new employer-client relationships.? Demonstrate outstanding professional expertise in conducting world class educational and enrollment events that differentiate personal skills from competitors.? Successfully introduced or re-educated life, health, and disability insurance benefits to all potential and existing customers.? Expertly perform investment education presentations for employees to help explain their life, health, and disability insurance benefits available.? Develop a highly satisfying and positive experience for the customers through utilizing exceptional knowledge, competence and professionalism.? Actively attend to employee inquiries during and after events. ? Effectively and quickly troubleshoot any enrollment or benefit problems. ? Professionally and proactively communicate to Event Manager available schedule on an ongoing basis. ? Comprehensively evaluate materials prior to an event and be completely prepared.Notable Contributions:? WCS Achievement Club Award 2010, 2011, 2012, Combined Worksite SolutionsLINCOLN FINANCIAL GROUP | LINCOLN NATIONAL LIFE INSURANCE CO. ? HOUSTON, TX Retirement Consultant (Worksite Employee Benefits) Aug 2008-Apr 2010Independent Contractor (1099) (Worksite Employee Benefits) Sept 2004-Aug 2008Additional Carrier Appointments/ Contracts: AFLAC, Principal Financial Group, Genworth Financial Services, MetLife Securities & Waddell & Reed Sept 2004-Aug 2008 ? Functioned with optimum effectiveness in HR, client sales, marketing, development, and maintenance of broker relationships, and conducting the enrollment and servicing of Employee Benefits Plans, Worker's Compensation, and Employer Sponsored Defined Contribution Plans (403b and 457), and Annuities along with ancillary business through the Lincoln Multi-Fund, Alliance, Director, and Ancillary products. ? Proactively organized highly successful on-site education events discussing the client?s Employer Sponsored Deferred Compensation Plans, and participated in benefits fairs, new employee orientations, and investment-oriented and retirement-related seminars that focused on plan features and investments.? Professionally executed individual consultation appointments with various participants as requested. ? Assured guaranteed compliance with sales, retention, and case-level customer service standards.? Arranged and prepared annual client account reviews and constantly and successfully attained/exceeded anticipated sales and persistency objectives. ? Submitted periodic reports that detailed tracking and monitoring of sales goals and results, along with the client enrollment applications and servicing change forms.Notable Contributions:? Received the Q1 Book of Business Increase Bonus in 2009, Lincoln Financial Group.? Earned the Top Sales Award and Q1 YTD GDC Leaders Membership in Lincoln Financial Group in 2008.? Obtained Series 65 License in October 2007 Series 6 and 63 License in June 2005, Group 1 General Lines Insurance License in September 2004, Lincoln Financial Group.SPRINT BUSINESS SOLUTIONS ? HOUSTON, TX Account Manager Dec 2003-Sept 2004? Functioned effectively in conducting client account management and marketing of Data, Voice, Internet, and Wireless solutions. ? Executed client account development and retention, and provided the design, sales, along with the management of communication network solutions to the Fortune 500 businesses. ? Ensured clients service solutions, which consisted of Data, Local, Long Distance, and Internet services. ? Managed the Sprint products, which included Dial Tone, Sprint LD, FONCARD, DID, Centrex, ISDN, DSL, LAN/WAN, Ethernet, ATM, T-1, circuits, ISDN PRI, Frame Relay, VPN, Voice over IP, Audio/Video Conferencing, E-Business, Managed Services, Web Hosting, and Voicemail.Notable Contributions:? Received the Sales Commission Bonus in Sprint in October and February 2004. ? Attended the Account Manager Training II in Sprint in December 2003.GST TELECOM, INC. ? HOUSTON, TX Account Executive II Apr 1996-Dec 2003? Played an integral role in conducting Marketing, Outside Sales, Client Development, and Retention.? Granted communication services to small- and medium-sized businesses and associations. ? Provided solutions, including management of network services, DSL broadband data, facility-based local dial tone, along with switched and dedicated service, data networking, dedicated point-to-point service, frame relay, LAN/WAN, VPN, firewall, web hosting, audio conferencing, and voicemail services.Notable Contributions:? Obtained the Quota Buster Award and Bonus through attaining 150% of Data Sales Quota in GST in October 2001.? Ranked #2 out of 74 in the Southwest Region within GST Telecom, Inc. for the 3rd quarter in 1999.? Recognized as the first Salesperson of the Month out of 17 in GST Telecom in November 1997.EARLIER CAREER Senior Account Manager: AMERICAN TELCO, INC. ? HOUSTON, TX: Mar 1992-Apr 1996Account Executive: HOUSTON CELLULAR TELEPHONE COMPANY ? HOUSTON, TX: Jul 1985-Mar 1992 EDUCATION BACHELOR OF SCIENCE IN SPEECH WITH CONCENTRATION IN PUBLIC RELATIONS AND MARKETING | GPA: 3.6/4.0 | National College Who's Who | Dean's ListUniversity of Texas, Austin, TX BACHELOR OF SCIENCE IN RADIO-TELEVISION FILM WITH CONCENTRATION IN RADIO AND TELEVISION NEWSCASTING | GPA: 3.7/4.0 | National College Who's Who | Dean's ListUniversity of Texas, Austin, TXASSOCIATE OF ARTS IN JOURNALISM AND COMMUNICATION | GPA: 3.7/4.0 | National College Who's Who | Dean?s ListBlinn College, Brenham, TX TRAINING COURSES and LICENSES Salesforce Software | Integrity Selling | SPIN Selling | Marketing Success Series 6, 63, 65 Licenses | Group 1 General Lines Insurance LicensePROFESSIONAL AFFILIATIONS Member § The International Foundation of Employee Benefit PlansMember § American Marketing AssociationMember § Spring Branch Area Chamber of CommerceMember § Houston Super Neighborhood Council for Emnora HeightsMember § Home Owner?s Association for Emnora HeightsMember § Houston Vintage Radio AssociationTECHNICAL PROFICIENCY Salesforce.com & iReporting | Microsoft Word, Excel, and PowerPoint | Specialized Insurance Illustration Software | QuickBooks | Microsoft Photo Editor | Client Contract Processing