Type Of Business:
Financial Institution
Expertise:
Sales Management
Major Product/SVS:
Defined Contribution
Defined Benefit
Hobbies/Sports:
Traveling; Golf; Family; Pets; Community Service
Education Degrees:
Bachelor of Business Administration, Management
Affiliations Awards:
ASPPA
Children's Names:
Sharon, Bridget, Emelie and Alex
Work History:
Connecticut Mutual Life Ins. Company - Brokerage Director
Principal Fin. Group - Brokerage Manager
PanAmerican Retirement Services - National Service Director
MetLife - Regional Director
ADP - Regional Channel Manager
The Standard - Regional Pension Manager
Career Achievements:
Entered the industry in 1984 at the ground level and grew into management in a very short period. Top sales producer and very successful manager and mentor. Consistently manages sales reps to the top of the leader board. Manages top sales team at The Standard.
Throughout the duration of your career, what was the one highlight that stood out the most?:
Becoming a peer and then the manager of one of my most respected industry leaders.
Charity:
Make-A-Wish Foundation; Former Board Member, Children's Cancer Institute; Junior Achievement; Youth Symphony Orchestra; National Association of Life Underwriters
Number Of Years In Profession:
28
Number Of Years In Current Position:
4
What Does He/She Attribute Success To:
She attributes her success to her hard work, determination and industry connections.
Why did you become involved in your profession or industry?:
She became involved in her profession because of her excitement in working with 401(k) plans and helping employees make investments for the future.
Position Responsibilities and Duties:
Regional Sales Manager; Managing pension consultants in the southeast region of US
Education Certifications:
Accredited Retirement Plan Consultant; Qualified Plan Financial Consultant; License in Series 6, 24, 63 and 65; License in Life Insurance
Awards/Honors:
The Standard Banner Award winner for top sales region
Where Will You Be In 5 Years:
In five years, Ms. Taylor-Rodriguez hopes to continue to expand her region.