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Manager-Marketing, National Life Insurance Company, New York, NY (June 1987-February 1989)
Managed all marketing functions for 70 agencies and 1,500 agents, including advanced sales, training, payroll deduction plans, product promotion and incentives. Managed staff of 25 and $6 million budget.
- Designed and introduced new policy, which realized $15 million premium in its first two years.
- Introduced and edited agency newsletter, which provided sales/marketing information, helped close communication gap between home and field offices and provided consistency in information.
Manager-Marketing Operations, Pennsylvania Life, Philadelphia, PA (May 1983-June 1987)
Managed all sales support areas, including advanced sales, management recruiting, training and conventions, for independent brokerage. Supervised staff of 15 and $1.5 million budget.
- Designed and launched six major new products in three years, generating 1986 premium revenue of more than $50 million.
Supervisor-Product Sales, Pennsylvania Life, Philadelphia, PA (June 1982-May 1983)
Supervised advanced sales, product promotion and incentive program. Worked with 800 field agents. Handled all communication with field staff. Supervised office staff of three.
- Established incentive program for two new products, which generated premium revenue of more than $5 million.
- Initiated new marketing team, which designed short-and ling-term goals for all life products.
| EDUCATION | B.S., Business Administration, University of Kentucky, Louisville, with honors (1982) |
| MEMBERSHIP | Association for advanced Life Underwriting (AALU) National Association of Life Underwriters (NALU) |
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