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) email@example.com
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
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
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) 388-5758Page 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
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.
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
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
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.