KALETA CAREER MANAGEMENT (KCM)
Jackson National Life Insurance Company,
|
1990 - 1999
|
Senior Brokerage National Sales Manager
Utilized
by senior management as the firm’s ‘turnaround expert’ within the marketing and
sales function.
- Managed 325 Insurance Brokers and Agents, three Regional Marketing Vice Presidents and
four support staff
- Led a team of four Telecommunication Specialists and coordinated both product and sales goals for
more than 3,000 agents in a seven-state area.
- Reversed a financial decline for a four-state regional office that had lost
$8 million in monthly revenues (from $12 million to $4 million). Increased regional sales from a low of
$4 million to $9 million monthly, while personally closing a $12 million
tax sheltered annuity deal with the New Orleans Independent School
District.
- Revitalized the sales function of a two-state region where revenues had slumped
from $4.5 million to only $400,000 monthly, and increased sales by $2.7
million monthly, within one-year.
Mutual of
|
1986 - 1990
|
Field Underwriter
Launched a small
business/corporate groups program targeting university officials and city
governments.
- Wrote financial needs analysis plans for field underwriters, which were presented to
300+ high net-worth prospects.
- Established a $10 million deferred compensation
plan with
- Established a marketing initiative to
contact/close new medical insurance plans for small business, becoming the largest
producer of small business medical plans among all 25 other regional
offices across the country.
Activity duty officer; rose
to the rank of Colonel.
Military service highlights include:
Distinguished Flying Cross for Heroism
Bronze Star, with Two Oak Leaf Clusters
Meritorious Service Medal for Achievement
Air Medal for Combat Operations (4)
Army Commendation Medal
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