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N. th Street, North
St. Paul, MN
Home , Cell
Sales Training and
Sales trainer with a proven track record
of + years of experience navigating and contributing to the development
and performance of staff in the evolving, regulated and competitive
financial and insurance industries. Leverage expertise in adult
learning to enhance skills of staff and leaders. Champion oncourse,
continuous employee development to focus on matching customer needs
with products and services. Spearhead topperforming teams to
ensure ethical internal and external interactions to build strong customer
loyalty. Core competencies and transferable skills include:
Change Management _Gap Analysis_ Program
Design_ Facilitation and Presentation ILT and Webinar_ Talent Evaluation_
Results Management_ Leadership Coaching_ Reinforcement Coaching
CUNA Mutual Group, Madison, WI
Sales Learning Consultant
Managed five product lines available
to clients. ADDIE Process. Assessed client needs through a Gap
Analysis, oversaw project managers in design and develop phase, implemented
using face to face and webinar training, evaluated learning. Use
of sales reports to coach front line managers in reinforcing processes
to optimize crossselling of products based on client needs. Added
product and sales knowledge to sales team in tandem selling.
Proposed and closed over
sales for product and software in state area.
Increased revenue in financial
institutions by % over a year timeline.
Recruited by company to provide
product and sales knowledge in open geographical areas and train new
staff as hired.
Selected to a team working
on a rewrite of presentation materials to improve sales wording and
Concordia University, St. Paul, MN
Facilitated research/application adult
learning classes for undergraduate degree program for working adult
students. Respected students life and work experience by applying
participant centered learning sessions. Eased the understanding
of self assessment through MyersBriggs and DISC. Graded and recorded
assignments online. Recommended student advancement or retakes.
Invited to speak at commencement
service showing schools attributes and encouraging all adults to continually
learn. Designed current topic materials including student readings
for Relationship Marketing, Generational Marketing and ecommerce accepted
for addition to curriculum.
Securian Financial, St. Paul, MN.
Client Management Representative
Manager charged with providing product and sales knowledge to financial
institutions in five state area. Mentored and led a team of five
trainers to reach all client branches ensuring knowledge transfer to
loan officers offering products to customers. Retained clients
through customized training sessions, incentives and recognition.
Conducted sales meetings to motivate and inform team. Prepared
and presented performance reviews. Hired and discharged staff.
Exceeded client sales objectives
by %% annually meeting or exceeding clients ROI budget. Presented
impact of products to clients operating budget.
Managed annual budget of $,
including salaries, fleet cars, seminars, travel and recognition expenses.
Implemented cost saving measures with team avoiding a need for increased
Honored with top commendations
and awards for top performance
B.A. Concordia University, Marketing, St. Paul, MN
Masters Creative Nonfiction Writing,
Thesis Adult Learners, Hamline University, St. Paul, MN
Minnesota Life, A&H,
Series and .
Microsoft Project Manager
Account Management Systems
and Learning Management Systems
Executive Woman’s Club
City of North St. Paul
Minneapolis Public School
Secretary, and Vice President
of Concordia U Alumni Association
Ramsey County Friend of
the Library Volunteer