Experience

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  Canada life

  Jun 2001 - Jan 2004

  Executive marketing and sales

  Reported directly to EVP Marketing and Sales, U.S. Headquarters. Managed 63 individuals with five direct reports in marketing, corporate communications, product management, sales promotions, advanced sales, and advanced illustration support. Budget control of $26 million.• Created “One Source”, a fully functional sales/internal wholesaler and service support center. Staffed with ten licensed employees well versed in fixed and variable product lines. Generated 31,000 illustrations and 65,000 leads.• Developed and implemented Web marketing and sales promotion strategy, increasing sales results by 15% Year One ($75,744 million~15.5% ROE) and 18% year 2 ($126,180 million ~ 16.6% ROE).• Implemented expense savings programs, decreasing expenses by 25% ($5.8 million). • Generated 12% increase in Critical Illness sales over prior year through niche market strategies.• Created company’s first advanced conservation unit to service 175,000 policyholders. Persistency of 95%+. Show less

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  Western & southern life

  Sept 2004 - now

  Marketing officer

  Marketing Officer reporting directly to the President. Leadership responsibility for: W&S Broker Dealer, WSA general agency, market research & development, data research & mining, customer segmentation, branding, direct response marketing, customer contact strategy, sales & service center support, product management, marketing communications, field technology, development and training, e-business, small business, multicultural & women’s marketing, and bank assurance.