LINDA E.

ROBINSON
Parker, Colorado 80134 ∙ 303.840.3965 ∙ lindarobinson@comcast.net
www.linkedin.com/in/lindaerobinson

BUSINESS DEVELOPMENT AND ACCOUNT MANAGEMENT

Goal oriented sales and relationship management professional with a record of driving new revenue growth and building and
expanding relationships. Adept at identifying new retirement plan business opportunities, creating marketing plans and
following a consultative sales process to propel revenue. Diligent and persistent in building customer satisfaction and
producing strong alliances with clients and business partners. Core competencies include:

• B2B Strategic Sales • Win/Win Negotiator

• Closing Skills • Benefit Plan Strategy
• Regulatory Compliance • Public Speaking
• C-Suite Relationship Skills • Coaching and Training

PROFESSIONAL EXPERIENCE

TIAA-CREF 1997-2010
Denver, Colorado
Director (2008-2010)
Implemented sales strategies and led national team that marketed newly created savings plan for retiree health care expenses
(VEBA) to diverse institutional clients through a consultative sales process. Interacted with C-Suite executives to close sales
and implement plans. Provided product expertise to internal and external clients and served as key identifier of product and
marketing inadequacies and championed enhancements for product inauguration.
• Increased prospect pipeline over 100%.
• Built $3 million sales opportunity pipeline.
• Closed 11 opportunities during product’s inaugural year.

Relationship Manager (1999-2008)

Effectively managed relationships with diverse institutional clients (higher education, K-12, hospitals) in a multi-state area
with retirement plan (403b, 457b, 401k, 401a, 457f) assets under management in excess of $5 billion. Effectively consulted
with all management levels and clients’ advisors and counsel on retirement plan design, investment options and work force
management needs while strengthening relationships. Established relationships with legislators while promoting the firm’s
value proposition. Consistently increased participant market share and annual contributions through effective marketing
campaigns. Delivered plan and investment reviews, educational seminars, and sales presentations. Participated in new
business meetings.
• Consistently received high ratings from clients on satisfaction surveys.
• Won Outstanding Achievement New Business award.
• Contribution campaign resulted in 22% premium increase.

Individual Consultant (1997-1999)

Successfully counseled clients on investment strategies and retirement income options. Researched, analyzed and resolved
client issues. Effectively responded to clients’ requests verbally and in writing.
• Consistently received excellent ratings from clients after consultations.

Banc One Corporation (Now JPMorgan Chase & Co.) 1993 to 1997
Denver, Colorado
Senior Investment Consultant (1997)
Generated investment sales through effective telemarketing and needs based selling skills. Directed platform banker mutual
fund and annuity sales through successful training, motivating and coaching.
LINDA E. ROBINSON 303.840.3965 Page Two

Banc One Corporation (Now JPMorgan Chase & Co.)

Annuity Program Manager (1995-1997)
Successfully wholesaled annuities and insurance products in a multi-state territory by administering seminars, effectively
consulting with all management levels, and managing motivational and recognition programs. Developed strong relationships
with Banc One Securities Investment Consultants and licensed retail bankers, which resulted in increased sales.
• Exceeded annual sales goals by 29% and 75%.

Credit Insurance Sales Manager (1993-1995)

Wholesaled credit insurance by effectively creating and implementing marketing plans, training and consulting with senior
management. Successfully interacted with all personnel and management levels.
• Exceeded sales goals by 25%.
• Recognized by senior management for stabilizing sales and income despite changes in ownership, personnel,
computer systems and products.
• Won competition for Best Presentation.

Norwest Insurance (Now Wells Fargo & Co.) 1991 to 1992

Denver, Colorado
Regional Insurance Marketing Director
Wholesaled credit insurance in a multi-state area by training, motivating and interacting with all management and personnel
levels.
• Increased sales 178%.
• Recognized by senior management for improving the usefulness of monthly sales reports.

ITT Consumer Financial Corporation 1986 to 1991

Minneapolis, Minnesota
Training and Development Specialist (1990-1991)
Conducted sales, customer service and collection seminars that resulted in increased productivity. Developed effective
classroom, self-study and individual training programs. Actively interfaced with all management levels in seminar
organization.
• Consistently received excellent seminar ratings.
• Received senior management acclaim for a seminar developed, written and delivered under my leadership.

Insurance Sales Manager (1986-1990)

Managed the marketing of insurance products in a multi-state area by indirectly managing 300 employees. Created sales
motivational programs and responded to all product related questions and issues.
• Increased sales in excess of $1 Million.
• Selected by management to train recently hired peers and manage special projects.

EDUCATION
B.A. Business Administration, Emphasis in Marketing ∙ Adams State College, Alamosa, Colorado

PROFESSIONAL DEVELOPMENT

Large Account Management Process; Strategic Selling ∙ Miller Heiman

Counselor Salesperson; Versatile Salesperson; Negotiating to Yes ∙ Wilson Learning Center
Extraordinary Sales Leadership; Proactive Relationship Banking ∙ Cohen Brown

LICENSES

Registered General Securities Representative with FINRA ∙ Series 7 and Series 63

State of Colorado Life and Variable, Health, Property and Casualty Insurance License