Bob M Ridge

Marketing Director @World Financial Group (WFG)

Fontana, CA, US
MOBILE NUMBERS
+16•••••••29

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WORK HISTORY

Jun 2004 — Present

Marketing Director @World Financial Group (WFG)

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ontario, CA, US

World Financial is a division of Transamerica Financial Services.Building a group of agents. Managing offices and marketing to increase penetration and a larger market share.Managing all four offices in the region. Reporting weekly the progress to the Board of Directors. Defining sales personnel quotas and sales goals in order to achieve overall office sales production objectives. Working with sales associates in order to develop professional, quality, presentations and proposals. Staying abreast of all product offerings in order to work with sales personnel to develop sales strategies. Working with administration in order to assure accurate and timely sales production reporting is achieved. Responsible for recruiting, interviewing, hiring, training, and maintaining new sales staff. Continually motivating and re-invigorating the sales team. Performing related services as required.Accomplishments: Directing the sales force with the cross-selling of products campaign at the regional level to maximize retention and maintain growth of existing clients. Training on relationship selling to profile prospects and clients. Organized the sales force to present good quality business. Increasing quality of booked business simultaneously with the diminishing the rate of attrition of existing business.

EDUCATION

1997 — 2000

Unversity of Phoenix

Master, Organizational Management

1989 — 1991

DeVry University

Bachelor of Science, Information Systems and Business Accounting

SKILLS

Commercial LendingMortgage BankingSeries 6InsuranceAsset ManagementBranch ManagementPortfolio ManagementLoansFinancial AdvisoryCommercial MortgagesManagementFixed AnnuitiesSalesRelationship ManagementBankingRisk ManagementMarket ResearchBranch BankingMortgage LendingUnderwritingConsumer LendingReal EstateCash ManagementSecuritiesCredit AnalysisWealth ManagementLoan OriginationFinancial AnalysisCross SellingFinancial ServicesCreditSeries 7Real Estate FinancingMerchant ServicesStrategic Financial PlanningInvestment BankingRetail BankingDepositsTreasury ManagementSmall Business Lending

ABOUT BOB M RIDGE

I am passionate of making financial dreams come true for every family and business.

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