Ed Sanada, FLMI, AAPA

Experience

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  Hughes Market

  Jun 1987 - Jun 1997

  Produce Clerk

  Produce Clerk1987-1997 • Employed from high school through college to support my education• Projected sales, adjusted inventory and labor hours accordingly to sales reports

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  SunAmerica

  Jan 1997 - Jan 2000

  Internal Wholesaler

  Internal Wholesaler1997-2000• Launched a new product into two key regions within a broker / dealer network in Ohio, Indiana and New England states• Published the first SunAmerica intranet site for external wholesalers, housing key sales literature and forms• Helped the top two external wholesalers in the Division hit their goals of $3.1 million (104%) and $4.0 million (100%) • Integrated marketing materials along with third party articles to promote ideas across the whole sales platformNew Business Representative1997-1998• Consistently exceeded production expectations by 25% compared to company standards• Effectively organizing the structure of a work day in a high volume work environments with a limited staff• Initiated a new team within the department, working on special exception cases, qualified plans (401k, 403b, 457) and finding solutions with other departments Show less

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  AnnuityScout.com

  Jun 2000 - Jun 2001

  Annuity Specialist

  Annuity Specialist2000-2001• High volume, results oriented inside sales specialist, responsible for online direct-to-the-consumer annuity shopping• Individual monthly sales volume ($12 million) directly attributed to the highest annual sales volume in the 12 year history of the firm• Collaborated with business development, marketing and management to figure out e-commerce solutions• Initiated sales campaigns with Mutuals.com, Fabian.com and Steven Leeb’s Money Growth Institute (mgi-inc.com) Show less

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  Keenan Financial Services

  Jan 2002 - now

  Senior Technical Analyst

  Senior Technical Analyst / Account Management2004-Present• Primary liaison between management, school districts and insurance carriers for contracts, invoices and sales agreements• Managed, trained and recruited a group of 20+ enrollment counselors focused on participant enrollments• In 2010, contributed to the new highest premium ($121 million) in retirement plansSenior Technical Assistant2003-2004• Managed a whole new base of clients, which contributed to the highest premium ($81 million) in the departments history• Prepared plan documents, updated procedures and worked with creating re for the department• Recognition Award for Performance and Commitment for Northern California clients (2003)Technical Analyst2002-2003• Managed over 30 District plans each of the first two years, which is 40% more compared to other Analysts’ workflows • Selected to work with the Blue Ribbon Executive Committee to create a more efficient workflow and model office• Set up the infrastructure for retirement plan presentations (401a, 403b, 457) and enrollments for teachers in California Show less