Senior Business Development Consultant

Posted on: 2006-07-30

ANNABELLE C. MORRIS 110 Marlborough Street, Apt. 2 Boston, MA (408) 483-3046 [email protected] EXPERIENCE JOHN HANCOCK FINANCIAL NETWORK – SIGNATOR INVESTORS INC. Boston, MA Senior Business Development Consultant / Product Development November 2005 – Present • Account Manager for JHFN/SII’s Featured Product Sponsor and John Hancock Wealth Protection division relationships. • Design and execute marketing campaigns with our Feature Product Sponsors and capitalize on opportunities to grow and increase sales. • Due Diligence on new product requests (Mutual Fund, VA, 529, REIT products, LP’s, 1031 offerings), and manage the Selling Agreement process from beginning to end. • Creation 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