kimlombardresume

K

My resume

K I M B E R L E Y A. L O M B AR D
       3830 E. Lakewood Parkway #1040  Phoenix, Arizona 85048  (480) 388-5758kilombard@hotmail.com

CAREER OBJECTIVE

As a dedicated individual possessing a history of success in building new business, securing customer loyalty, and
providing award-winning sales leadership in highly competitive markets, my career objective is to further enhance my
experience and talents in sales and businessdevelopmentin the best way possible for achieving company goals.

CAREER SNAPSHOT AND CORE COMPETENCIES

My career dynamicincludesdemonstrable achievementsand successin sales, both in the financial services industry as well
as higher education. My key strengths have been in the area of business development, case acquisition, plan
implementation, and account management. These career strengths have allowed me to consistently qualify for
performance and leaders clubin my individual salesand in my leadership roles. Some of my other competencies include:

     Strategic Market Planning            Solution Selling Strategies                     Conceptual Thinking
     Key Client Retention                 Territory Growth Development                    PerformanceManagement
     Results Oriented                     High-impact Sales Presentations                 OrganizationalLeadership

PROFESSIONAL EXPERIENCE

RW LYNCH —Gilbert, Arizona
Business Development Specialist, August 2012 - present
RW Lynch is a privately held company specializing in assisting high potential law firms aggressively grow their practice
through theInjuryHelpLine.
        My primary focus is to identify and develop business opportunities through awareness of comprehensive
        marketing program within assigned territory. To drive new business, connect with potential clients, create strategic
        marketing solutions, and acquirenew business through branded websites, award-winning television advertising,
        and services selling model.

FARMERS INSURANCE GROUP — Gilbert, Arizona
District Recruiter, Independent Contractor to August 2012
Farmers is country's third-largest insurer of private personal linesof automobileand homeowners insurance.
         Responsiblefor recruiting strategies to source and identify qualified future career candidates. Create and post job
         descriptions through use of internet and other employment sources. Schedule and conduct interviews, oversee
         credit, criminal, and reference checks. Partner with the District Manager to evaluate candidate’s strengths and
         determine staffing requirements to best meet district needs. Implement the hiring process and provide agent
         support during the recruitment, hiring, and career agent status.

UNIVERSITY OF PHOENIX— Phoenix, Arizona
Enrollment Advisor, 2008 to 2011
The parent company Apollo Group, is a for profit higher education corporation employing more than 10,000 professionals.
       Advised undergraduate and graduate students regarding a multitude of degree completion programs through
       prospecting database. Provided professional and knowledgeableon-going serviceto current and potential
       students. Utilized creative and critical thinking skills to identify and demonstrate educational solutions. Addressed
       and sought appropriate resolution to ensure student retention, on-line support, troubleshooting, and customer
       order fulfillmentservices.Recognized as top performer in both Western and NortheastDivisions.

PLATINUM FINANCIAL SOLUTIONS — Phoenix, Arizona
Registered Principal/OSJ, 2000 to 2008
A financial services agency specializing in offering employer-sponsored retirement programs and member financial benefit
programs to credit unions.
        As an agency registered principal, oversaw all compliance and sales related issues;including executing client
        orders, acceptance of new accounts, and final approval of all advertising and sales literature for use by persons
        associated with the member at one or more branch locations.Recruited and trained registered representatives,
        marketed new accounts, designedand implemented credit union member benefit programs. Consistently
        increasedsales and exceeded business plan by 150% in the first year, while reducing cost and maintaining a
        focus on compliance to foster ethical and compliant behavior.
KIM LOMBARD                                                                    Phone: (480) 388-5758Page 2



RETIREMENT RESOURCE GROUP —Phoenix, Arizona
Regional Vice President, 1995 to 1999
A wholly owned subsidiary of Great American Financial Resources, Inc. offering a broad range of financial products and
services.
        Responsible for the management of the regionby implementing regional sales initiatives, state strategies, and
        guidance ofcaptive agents offering investments products. Established and cultivated strong distribution channels
        and alliances with executive decision makers, national cases, and other various associations to drive sales
        performance and overall company revenue. Monitored and measured key resultsof the entire region through
        performance management systems, coordinating territory-specific needs, trainings, and the growth of captive
        agents.Developed customized plan specific sales literature and presentationsfor acquiredcases in compliance
        with regulatory and ERISA guidelines.Highest producing region within organization for three consecutive years.

METLIFE RESOURCES— Chicago Illinois
Financial Services Manager, 1987 to 1994
MetLife Resources(formerly United Resources) a division of Metropolitan Life Insurance Company specializingin
retirement plan products.
        Marketed retirement programs and financial products to hospitals, educational, and governmental agencies in
        Illinois and Indiana. Responsibilities extended to managing a team of financial service representatives within
        those states, to comply with company rules and industry standards. Assisted in cultivating territories, conducted
        on-going product trainings, developed business and marketing plans, and prepared presentationsand seminars to
        be used with the public. Financial Services Manager of the year award five consecutive years with highest overall
        productionand highest percentage of financial service representatives qualifying for performance club.

HC COPELAND ASSOCIATES, INC. —Boston Massachusetts
Account Executive, 1983 to 1987
A subsidiary of the Travelers Group, Inc., marketing and selling tax sheltered investments and insurance products.
        Responsible for marketing and managing business within assigned territory. Supported long and short term
        business strategies to successfully achieve profit and growth objectives through attained sales. Acquired
        knowledgein prospecting methods, selling techniques, tax regulations, and investment strategies.

EDUCATION

UNIVERSITY OF PHOENIX — Phoenix, AZ
      Bachelor of Science in Management, 2012 (expected)
        Associate of Arts with concentration in Foundations of Business,2010

LICENSING AND CERTIFICATIONS

   FINRA Series 6, 26 and 63 securities Licensed, from 1983 to 2010
   Life/Accident/Health, from 1983 to Present
   Certificate in Human Resources Management, University of Phoenix, 2011
   Trained in Emotional Intelligence and Lominger Competency Model

AWARDS

 Rookie of the Year Award                                     Manager of the Year Award, 1989-1993MetLife
 United Resources Group                                       Resources
 Golden Circle Top Performer Awards                           RVP Top Producers Award, 1996-1998
 MetLife Resources                                            Retirement Resource Group
 Above and Beyond Awards, 2009, 2010, 2011
 University of Phoenix

COMPUTER SKILLS

Proficient in Microsoft Office: Word, Publisher, Excel, Access, Outlook, and PowerPoint, with over ten years of experience
using proprietary customer relationshipmanagement (CRM) systems and othervarious software programs.

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kimlombardresume

  • 1. K I M B E R L E Y A. L O M B AR D  3830 E. Lakewood Parkway #1040  Phoenix, Arizona 85048  (480) 388-5758kilombard@hotmail.com CAREER OBJECTIVE As a dedicated individual possessing a history of success in building new business, securing customer loyalty, and providing award-winning sales leadership in highly competitive markets, my career objective is to further enhance my experience and talents in sales and businessdevelopmentin the best way possible for achieving company goals. CAREER SNAPSHOT AND CORE COMPETENCIES My career dynamicincludesdemonstrable achievementsand successin sales, both in the financial services industry as well as higher education. My key strengths have been in the area of business development, case acquisition, plan implementation, and account management. These career strengths have allowed me to consistently qualify for performance and leaders clubin my individual salesand in my leadership roles. Some of my other competencies include: Strategic Market Planning Solution Selling Strategies Conceptual Thinking Key Client Retention Territory Growth Development PerformanceManagement Results Oriented High-impact Sales Presentations OrganizationalLeadership PROFESSIONAL EXPERIENCE RW LYNCH —Gilbert, Arizona Business Development Specialist, August 2012 - present RW Lynch is a privately held company specializing in assisting high potential law firms aggressively grow their practice through theInjuryHelpLine. My primary focus is to identify and develop business opportunities through awareness of comprehensive marketing program within assigned territory. To drive new business, connect with potential clients, create strategic marketing solutions, and acquirenew business through branded websites, award-winning television advertising, and services selling model. FARMERS INSURANCE GROUP — Gilbert, Arizona District Recruiter, Independent Contractor to August 2012 Farmers is country's third-largest insurer of private personal linesof automobileand homeowners insurance. Responsiblefor recruiting strategies to source and identify qualified future career candidates. Create and post job descriptions through use of internet and other employment sources. Schedule and conduct interviews, oversee credit, criminal, and reference checks. Partner with the District Manager to evaluate candidate’s strengths and determine staffing requirements to best meet district needs. Implement the hiring process and provide agent support during the recruitment, hiring, and career agent status. UNIVERSITY OF PHOENIX— Phoenix, Arizona Enrollment Advisor, 2008 to 2011 The parent company Apollo Group, is a for profit higher education corporation employing more than 10,000 professionals. Advised undergraduate and graduate students regarding a multitude of degree completion programs through prospecting database. Provided professional and knowledgeableon-going serviceto current and potential students. Utilized creative and critical thinking skills to identify and demonstrate educational solutions. Addressed and sought appropriate resolution to ensure student retention, on-line support, troubleshooting, and customer order fulfillmentservices.Recognized as top performer in both Western and NortheastDivisions. PLATINUM FINANCIAL SOLUTIONS — Phoenix, Arizona Registered Principal/OSJ, 2000 to 2008 A financial services agency specializing in offering employer-sponsored retirement programs and member financial benefit programs to credit unions. As an agency registered principal, oversaw all compliance and sales related issues;including executing client orders, acceptance of new accounts, and final approval of all advertising and sales literature for use by persons associated with the member at one or more branch locations.Recruited and trained registered representatives, marketed new accounts, designedand implemented credit union member benefit programs. Consistently increasedsales and exceeded business plan by 150% in the first year, while reducing cost and maintaining a focus on compliance to foster ethical and compliant behavior.
  • 2. KIM LOMBARD Phone: (480) 388-5758Page 2 RETIREMENT RESOURCE GROUP —Phoenix, Arizona Regional Vice President, 1995 to 1999 A wholly owned subsidiary of Great American Financial Resources, Inc. offering a broad range of financial products and services. Responsible for the management of the regionby implementing regional sales initiatives, state strategies, and guidance ofcaptive agents offering investments products. Established and cultivated strong distribution channels and alliances with executive decision makers, national cases, and other various associations to drive sales performance and overall company revenue. Monitored and measured key resultsof the entire region through performance management systems, coordinating territory-specific needs, trainings, and the growth of captive agents.Developed customized plan specific sales literature and presentationsfor acquiredcases in compliance with regulatory and ERISA guidelines.Highest producing region within organization for three consecutive years. METLIFE RESOURCES— Chicago Illinois Financial Services Manager, 1987 to 1994 MetLife Resources(formerly United Resources) a division of Metropolitan Life Insurance Company specializingin retirement plan products. Marketed retirement programs and financial products to hospitals, educational, and governmental agencies in Illinois and Indiana. Responsibilities extended to managing a team of financial service representatives within those states, to comply with company rules and industry standards. Assisted in cultivating territories, conducted on-going product trainings, developed business and marketing plans, and prepared presentationsand seminars to be used with the public. Financial Services Manager of the year award five consecutive years with highest overall productionand highest percentage of financial service representatives qualifying for performance club. HC COPELAND ASSOCIATES, INC. —Boston Massachusetts Account Executive, 1983 to 1987 A subsidiary of the Travelers Group, Inc., marketing and selling tax sheltered investments and insurance products. Responsible for marketing and managing business within assigned territory. Supported long and short term business strategies to successfully achieve profit and growth objectives through attained sales. Acquired knowledgein prospecting methods, selling techniques, tax regulations, and investment strategies. EDUCATION UNIVERSITY OF PHOENIX — Phoenix, AZ Bachelor of Science in Management, 2012 (expected) Associate of Arts with concentration in Foundations of Business,2010 LICENSING AND CERTIFICATIONS  FINRA Series 6, 26 and 63 securities Licensed, from 1983 to 2010  Life/Accident/Health, from 1983 to Present  Certificate in Human Resources Management, University of Phoenix, 2011  Trained in Emotional Intelligence and Lominger Competency Model AWARDS Rookie of the Year Award Manager of the Year Award, 1989-1993MetLife United Resources Group Resources Golden Circle Top Performer Awards RVP Top Producers Award, 1996-1998 MetLife Resources Retirement Resource Group Above and Beyond Awards, 2009, 2010, 2011 University of Phoenix COMPUTER SKILLS Proficient in Microsoft Office: Word, Publisher, Excel, Access, Outlook, and PowerPoint, with over ten years of experience using proprietary customer relationshipmanagement (CRM) systems and othervarious software programs.