Devon Orgee Lopez, MS

Experience

• 

  JPMorganChase

  Aug 2010 - May 2012

  Licensed Personal Banker
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  Symetra

  May 2012 - Mar 2015

  - Increased both annuity and life insurance sales by consistently strengthening relationships andbuilding rapport with active producers as well as prospecting for new advisors.- Educated financial advisors on Symetra's annuity products (fixed and index platforms) and lifeinsurance while exceeding sales goals using consultative sales talents and effectively explainingprograms and services to generate interest.- Built up new territory ending over 100% to goal each year and contributed to the addition of 30+active producers. Show less

  • Internal Wholesaler

    Aug 2013 - Mar 2015

  • Sales Support Specialist

    May 2012 - Aug 2013
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  Avvo

  Dec 2015 - Jul 2016

  Account Executive

  - Marketed Avvo's suite of products (advertising, websites, and software) to attorneys nationwidethrough heavy outbound calling and networking efforts.- Communicated progress of monthly and quarterly initiatives to internal and external stakeholders,collaborating directly with the marketing team to refocus client outreach, increasing qualified inboundaccount leads.

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  U.S. Bank

  Nov 2016 - Oct 2017

  Personal Banker

  - Described promotional offers and used persuasive sales techniques to upsell services and convinceclients to apply for additional banking services.- Partnered with loan and mortgage officers and financial advisors to provide clients with optimalfinancial solutions.

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  Jackson

  Nov 2017 - Mar 2022

  - Represented the variable annuity product team in sprint meetings for product implementations acrossall departments, suggesting more agile-driven approaches to project scope, cost, and product implementation to keep project roadmap up-to-date.- Served as Subject Matter Expert for internal employees while providing one-on-one support for teammembers and managers, identifying key performance indicators and guiding team members onrefining procedures to improve outcomes including opportunities to help close individual deals valuedat $5M+.- Assisted in reviewing prouct materials (Marketing, Legal, etc.) for compliance and product specifications. Show less - Strengthened relationships with bank partners through adding value-based consulting services viaphone and video including attending client and advisor meetings, sharing ideas around taxadvantages, lifetime income strategies, and trust planning opportunities; increased client retentionrate by 30% during tenure.- Implemented business marketing strategies and data-driven approaches by optimizing time-sensitivesales presentations to market variable, fixed and index annuities.- Initiated discussions across departments to improve tools, workflow and analytical processes,utilizing Salesforce to create specific prospecting lists based on territory data; increased meetingacceptance rate by 25%. Show less

  • Product Analyst

    Feb 2020 - Mar 2022

  • Internal Wholesaler

    Nov 2017 - Feb 2020
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  Micruity

  Mar 2022 - Oct 2022

  Product Operations Consultant

  - Collaborated and researched with team to identify points of product differentiation and positioning and develop future product roadmaps working with a variety of financial and technology partners.- Aided in delivering effective sales presentations and programs for high-profile client distributors andexecutives.- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of variouscompany programs.- Sourced marketing data from existing sources, keeping costs down and diversifying streams formaximum usefulness.- Analyzed CRM usage (HubSpot) and how best to implement sales strategy and build out productecosystem.- Executed tasks through the product roadmap utilizing project management software (Asana). Show less

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  TruStage

  Mar 2023 - now

  Annuity Relationship Manager, Operations