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Hi, I'm Lloyd Lofton. Welcome to my profile!
Lloyd Lofton's Bio:
Lloyd Lofton's Experience:
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Vice President Sales at American Eagle Consultants, Inc
July 2009 - February 2012Manage and direct field sales including but not limited to recruiting, hiring, training, mentoring, counseling and terminating, as appropriate. Holds team accountable for increasing sales volume. Strategically identifies future markets, alliances and other opportunities to increase revenue. Independently develops and executes market based business plans and strategies that produce an acceptable return. Develop and manage TPA administrator vendors to develop private label products and process support.
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Sales Training Manager at American Enterprise
May 2008 - October 2008oWork closely with Senior Sales Leadership and field management & field operations to build training curriculum for all new-hires in sales/management and broker/dealer management organization oCommunicate and coordinate with Sales and broker/dealer management leadership to identify and target specific sales and management for increased sales training online, in the classroom or in the field. Once identified assign and track their completion of a pre-determined set of learning plans, classroom instruction and their field implementation of learned techniques and principles oAssign pre-determined sales training to all sales and broker/dealer management based on their development oDevelop and maintains various sales training metrics level to: track utilization of sales training initiatives; determination if initiatives are successful or unsuccessful; identification of training content changes, and determination of the cost/benefits of sales training and organizational development initiatives oDeliver various instructor led sales training programs as developed or needed across the department oDevelop ongoing learning curriculum for current sales professionals in both inside and outside sales and broker dealer management roles oDevelop reference collateral and learning tools to support training plans oDevelop comprehensive process and collateral for recruiting and contracting process oSupport new product launches with training plans to help drive adoption by the sales and broker/dealer management team
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Sales Training Director at American Republic Insurance
January 2005 - May 2008Set and implement sales/training strategy, organization of sales distributions. (Career, Retail Brokers, PPGA, GA) o Negotiated field office leases with national office development companies, tracked and managed field office budget and expenses o Negotiated and built online office supply purchase system with Enterprise vendor, reduced field office expense and centralized ordering and training of supplies o Responsible for recruiting/hiring/training results (increased recruits 25%). o Developed and managed online recruiting program manage relationship with, recruiting vendors (eliminated redundancies, reduced cost), o Manage key relationships internally and externally, build and maintain relationships with strategic partners and carriers (life, LTC and Annuity carriers). o Consult with Marketing, Compliance, and Product to develop and enhance products and create marketing materials (helped bring new major med revamp to market in 2008). o Increase sales from new agents 9.8% in one year through newly developed and delivered sales training across sales channels, resulting in $3.5 million premium increase from new agents. o Manage and track agent anti-laundering training with third party carriers and Med- advantage CMS approved certification with third party carriers. o In conjunction with channel leader plan, develop and conduct annual top producer conventions, including contract negotiations with hotel vendors, airlines and develop convention presentations. Develop and conduct Success Symposiums for field agents and Leadership Training for agency managers across the distribution. Oversaw training, admin, support staff up to 7 direct/40 indirects.
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Asst. Director Sales Training at American Republic Sales
February 2003 - January 2005In conjunction with channel leader set/implemented sales/training strategy, manage budget/ revenue forecast for sales. o Develop and launch online sales contact management system for field distribution. o Developed and launch online lead generation program, manage relationship with lead vendors, build online payment system. o Develop and launch online agent contracting system with online payment system. o Develop and deliver course content for Manager Orientation programs to build managerial skills and expand sales training knowledge by developing orientation information. o Manage and develop process for internal sales team to support independent sales distribution for product training, illustration, commission, advances, broker service needs through field managers. o Create and monitoring the expenses, budgets and profit and loss associated with the training department. o Develop and manage Retail Broker recruitment and training. Increased Retail Brokers 10% and production 8% in one year.
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Agency Sales Manager at American Republic Sales
November 2002 - February 2003o Hire and Train Insurance Agents o Recruit and support P.P.G.A.s and G.A.s o Personally produce business o Support / promote insurance sales of 65 P.P.G.A's (Personally Producing General Agent's) and 80 General Agents o Plan and conduct weekly Staff Meeting Had two top ten life agents in Dec 02, moved from 38th office to 15th in country in two months.
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Agent at Mutual of Omaha
November 2001 - November 2002Specialized in Estate Planning and Retirement Planning Prospect for new clients: Direct mail, lead list, lapsed client list, Kramer leads, walk & talk. Conduct consumer seminars Sell life, health, disability, small goup health, section 125 plans, critical illness, medical supplement and annuity products Service existing accounts Conduct seminar's for senior market Top Sales Agent in Region for months of Jan, Feb and March 2002. Earned Blue Vase Award Produced at Presidents Club level. Graduate Advanced Estate Planning school home office
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Executive Director at Syntone Treatment Center, Inc
February 1984 - October 2001Managed non-profit agency for W&I 300 adolescents operated out of seven residential living facilities in three counties, operated on-ground NPS school, emancipated youth program in 25 unit apartment complex, counseling and training seminars on grounds and for industry related events. Author/presenter 80 hours approved (California DPSS) CE credit training courses including, Crisis Intervention, Behavior Management and Planned Intervention. Complete and managed federal/state/county grant and funding programs, 2 million year budget and staff of 40 employees including residential staff, social workers, psychologist and psychiatrist consultants. Ensure state licensing compliance for all licenses. Wrote and managed all program contracts with counties and state meeting OMB guidelines, OSHA, AFDC/FC and other requirements. Report to and accountable to Board of Directors for program operations, budget and fund raising.
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Owner at O'Malley's Luck Spot
1996 - 2001O'Malley's was an Irish Pub that served 11 beers on tap, wine, hotdogs, sandwiches and pizza with bar games, pool table, darts and blues bands Thurs - Sunday night. I ran this as a side business for several years so I could jam with the bands that played in my bar. I closed this business when I moved to Tenn in 2001. We were recognized by the California State Senate as a contributing member of the small business community through the Chamber of Commerce
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Field Trainer/Regional at Combined Insurance
November 1979 - February 1984Responsible for field training new agents in sales process, prospecting and self management. Grew regional production, develop and manage lead program, lead vendors, recruiting vendors. Initial, Ruby and Pearl award. 100 giant writer 150 giant/health add on writer.
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Sales Manager at John Hancock
May 1976 - November 1979Sell insurance, manage debit account territory, hire agents, train agents, service customers. Top T.S.A. writer in region. Graduate corporate manager training school.
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Faculty at Lorman Education Services
January 2014Faculty member and on-air talent - professional speaker, trainer, coach. Sales, marketing and leadership training .
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On Air Talent at Demand Media Studios
October 2013Author and On Air Talent - sales, recruiting, training, marketing, management, leadership subject matter expert. Articles and videos on eHOW, CHRON.com, AZ Central Small Business, Global Post Careers, Synonym.com, TheNestWoman.com, Zacks.com, among others.
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Vice President - COO at American Eagle Financial Services
February 2012Establish and implement best practices to ensure that the proper infrastructure, connectivity, policies, processes and controls are in place to run our national organization efficiently; In collaboration with leadership team, guide the growth of the organization while simultaneously building organizational infrastructure that will allow for sustainable expansion into the distant future; Manage and oversee risk management and legal activities; Oversee effective management of field offices, physical assets, and insurance; Manage regional entities, including the establishment of new entities as required to support company growth; Maintain close working relationships with internal and external staff to facilitate innovative and effective procedures for improving and supporting the scale-up of proven programs and practices; Proactively seek advice and collaboration with program team regarding field communications and efficient office operations, including the training of field staff, staff deploying to field offices, presentations at headquarters, and via phone and web services; Work with the leadership team, directors and program staff to resolve field policy and procedure compliance; ensure that field practices meet the needs of all interested parties; Negotiate and manage external vendor relationships including but not limited to legal counsel, insurance, technology providers and facilities.
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Managing Partner at RISK Training, LLC
October 2008Managing partner for training and consultant agency: Create, present, manage training for distribution including: Basic Sales Training for new salespeople, Advanced Sales Concepts, Manager Orientation, Leadership, Phone Clinic, Conducting Sales Meetings, How to Field Train, Recruiting Training, Win This Day training, Asking Questions, Qualification techniques, Closing, Prospecting, Business Planning, Advanced Activity Planning, Key Note address, basic computer skills, advanced computer skills, using database management, creating and using web sites, Full Office Suites software, Dreamweaver, video editing, author Life Insurance Selling Magazine, Agent Sales Journal, Certified Senior Advisor
Lloyd Lofton's Education:
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American College
1977 – 1979
Lloyd Lofton's Interests & Activities:
Wife, family, writing, music, guitar