Robin P.
Accomplished sales and marketing professional with a comprehensive understanding of CE requirements in the financial industry and how using CE will open doors and lead to stronger relationships and sales.
- Role
- Continuing Education (Ce) Program Manager at Lincoln Financial
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Robin P.
Accomplished sales professional with exceptional influencing and relationship-building…
Experience
Continuing Education (Ce) Program Manager
Mar 2014 — Present · Radnor, PA, US
Budget and contract management for a $900K CE program serving LFD, LFG, and LFN (LFS and LFA) with over 50 active courses and 400 instructors with strict regulatory or compliance protocols•Innovative CE seminars exceeded goals leading to over $800M in sales in the annuity, retirement plan services and LTC product lines•Train instructors on necessary software associated with vendor sites, how to instruct a CE seminar, completing compliance paperwork and sales strategy•Collaborate with product marketing, advanced sales, wholesalers, legal, and compliance to identify current trends, and to execute the creation of continuing education programs for conferences, seminars and online programs to meet the continuing education requirements of advisors, CFPs, CPAs and other financial professionals. •Researched, negotiated and executed new vendor contracts that resulted in a decreased cost of more than 50% over existing vendor options •Organized, applied for and executed continuing education credit for 300+ attendee continuing education meetings: Spring Forum, Fall Forum, TRG• Analyzed and implemented improved processes to determine growth opportunities, cost savings, and increased process efficiencies of existing continuing education program.• Collaborated with SMEs in marketing and advanced sales to develop content appropriate for wholesalers and advisors to increase program usage 4% year over year• Strengthen program by promoting adherence to compliance regulations and reducing risk to organization. • Focus on creating a center of excellence for client relations.
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