Senior Business Development Consultant Resumes in US-California-San Francisco: Annabelle

Senior Business Development Consultant Resume - Click here to send us your resume

Contact Candidate

Name:

Annabelle

Location:

US-California-San Francisco

Experience:

Willing to Relocate:

Willing to Travel:

Most Recent Job Title:

Senior Business Development Consultant

Personal Website:

Objective:

Seeking position in Product Development/Business Development, Marketing or Account/Relationship Management (Financial Services)

Resume Text:

Let us help you find a job, submit your resume now.

Or visit our education page to learn about getting your degree online

.....Begin Resume Preview.....

of SII annual Sales and Marketing plans; build agenda for JHFN/SII meetings as it relates to the Wealth Management division; coordination of Board of Directors package.
• Manage and implement communication and communication strategies geared towards JHFN Managing Partners and producers, including product announcements, operational and compliance issues, market activity and industry trends.
• Develop marketing/collateral materials with internal and external ad agencies.
• Research business development opportunities to further wealth management sales through JHFN.

THE KELMOORE INVESTMENT COMPANY, INC. Palo Alto, CA
AVP, National Account Manager & National Conference Coordinator July 2003 – September 2005
• Key Account Manager for 500+ B/D relationships. Established, cultivated and maintained relationships with all channels (Wire Houses, Regional Firms, Independents, Banks). Focus Firms included Merrill Lynch, Wachovia, Raymond James, UBS, Schwab, LPL & A.G. Edwards.
• Increased the number of selling agreements from roughly 300 to 500+.
• Solely responsible for the visibility and availability of our products in wrap programs, platforms and preferred lists.
• Initiated new selling agreements and managed the entire process until execution.
• Coordinated efforts and acted as the point person between the Legal Department, Operations and Marketing Department to complete RFP’s and due diligence questionnaires in a timely fashion.
• Main contact for any questions regarding the procedures, limitations, restrictions, cash/non-cash compensation policies or any related items for all selling agreement B/D’s (500+).
• Evaluated inflows and projections for the upcoming fiscal year to help determine participation levels as a Sponsor with top B/D’s.
• Directed all pre/during/post conference activity including promotions and marketing campaigns.
• Attended conferences and conducted quarterly meetings with Focus Firms.
• Liaison for all information in Key Accounts and Conference related matters.

STATE FARM INSURANCE Campbell, CA
Life, Health & Long Term Care Select Staff Insurance Specialist, Mngr. July 2002- July 2003
• Managed a staff of 5 Insurance Sales Specialists, who were key contributors to the success of the financial centers sales goals each quarter.
• Created and executed effective sales and marketing plans while being conscious of budget restrictions and limitations.
• Hired, trained and evaluated staff members and acted as a source of expertise on insurance products for the Agency’s staff members.
• Provided training and direction to the financial centers on integrating product lines and sales techniques, such as cross selling and needs analysis.
• Ranked in the top 10 Life/Health Insurance Sales in CA within the first year of my position.

MIDWEST PENSION & PROFIT SHARING SERVICES Minneapolis, MN
Consultant, Executive Assistant to President January 2002- May 2002
• Prepared Profit Sharing/ 401 (k) Plans, ESOP, Money Purchase Pension, Tax Sheltered Annuities, Target Benefit Pension, and Defined Benefit Pension Plans of roughly 10 major accounts.
• Supported Consultants/Techs with RMAP balancing, Trust Accounting, and Year-End Payrolls.

MIDDLE SCHOOL MUSIC INSTRUCTOR – The Blake School May 2001- May 2002
EDUCATION

UNIVERSITY OF WISCONSIN- EAU CLAIRE Eau Claire, WI
Bachelor of Music Education May 2001

HONORS AND ACTIVITIES
• Receiver of the Parker Persistence Award, Kelmoore Investment Company, January 2005.
• AELSA- Agent Employee Life Specialist Academy Certification March 2003.
• Performed with the Detroit Symphony Orchestra in the full-scale opera La Boheme (1996).

NASD LICENSES Series 7, 63
REFERENCES Available upon request