Business Devlopment / Recruiting Marketing – Osseo

NICKALIS F. WILLIAMS 10784 Maple Valley Drive, Maple Grove, MN 55369(763) 425-2662 (Telephone)  
(612) 889-2182 (Cellular)nickaliswilliams@yahoo.com (Email)

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BUSINESS DEVELOPMENT/recruiting agent/marketing SPECIALIST

Experienced recruiting agent and marketing specialist with an extensive background in identifying active agents who can write business products (life insurance, long-term care and annuities) while prospecting.  Established marketing procedures to identify and test contracted agent’s ability to write business by creating a sense of urgency to sign up and submit business.  Effective analytical review and problem-solving, planning, communication and organizational skills. 

Professional Experience:

Position Held:       Director of Marketing 

11/2006-Present     Strategic Financial Partners, LLC 

                               8116 Mallory Court

                               Chanhassen, MN  55317

Position Responsibilities:

Business Development – oversight of the following business development activities including:

·     offered coaching for prospective client meetings, presentations, etc.

·     worked with regional offices on designing and implementing prospecting and client contact systems.

·     client development activities and skills training

·     facilitated client seminars and training

·     special events

 

Develop and administer marketing database which includes client and prospect information, mailing list applications, access to financial reports, etc.

 

Managed firm’s electronic marketing efforts including supervision of Web site design and maintenance.

 

Supervised Marketing Assistant.  Made staffing and hiring recommendations within marketing department.

  

Position Held:       Recruiting Agent/Marketing Specialist 

1/2004-12/2006     Life Sales of Minnesota, 

                               7040 Lakeland Avenue North

                               Brooklyn Park, MN  55369

Position Responsibilities:

Prospecting:

Develop leads and agent profiles that led to the recruitment of agents that write business under the product lines of life insurance, long-term care and annuities for Allianz/ING/Sunlife and American Equity (core companies). 

Verify recruited agent’s licensures and eligibility to ensure their capacity to sale specific products. 

Determine if the agents are able to write business for core companies; eliminating those who are captive through their agency and/or who are broker/dealers).

Consistently maintained recruitment goal (99%) by recruiting an average of 15 new agents per week; generating $1 million in revenue.  

Marketing Specialist:

Developed a marketing program that motivated recruited agents to offer products in the core company to their clients.  

Offer incentives (i.e. CE Credits) and provide a direct mailing to prospective clients in the marketing areas designated by the agents to create a free marketing opportunity for the agent.

Nickalis Williams                                            Page Two

Position Held:  Recruiting Agent/Marketing Specialist (Continued)

Client Communication: 

Ensure that the agent understands the core company products and benefits so that they can actively produce sales in those core product areas by providing illustrations, presentations CDs, client brochures and supplies.

Agent Training and Education:

Responsible for one-on-one and group training and workshops; designed and facilitated sales presentations on the company and the effective use and benefits of the core company products.

Designed training materials and conducted new employee training.

Project Management:

Provide comprehensive support services (comparative illustrations, updates on products that are suitable for their clients needs; keep agents informed on market fluctuations that directly impact core company products).

education:

Business                                 Minnesota School of Business     Brooklyn Park, MN 

Administration 
(2007) Current 

CNA Certification                   University Good Samaritan        Minneapolis, MN 

(1996)

Post Secondary                      University of Minnesota          Minneapolis, MN 
Option Program 
(1993)  

Professional REFERENCES UPON REQUEST: