Senior Vice President Succession Planning at Capitas Financial

Responsibilities include providing clients with sophisticated, unbiased solutions utilizing innovative strategies to meet the needs of an ever-changing insurance and financial marketplace.


About us

  Capitas Financial, Inc. is a life insurance brokerage firm that partners with financial institutions across the United States to provide sophisticated and unbiased insurance and wealth management solutions.

Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish a strong and strategic alliances with leading insurance carriers and financial institutions.

Capitas Financial’s point-of-sale professionals work closely with advisors and agents to support the utilization and implementation of insurance for personal, business, estate and charitable planning solutions. Capitas’ sales professionals have a thorough knowledge of insurance and advanced planning techniques to assist advisors and their clients through a collaborative and consultative approach. Capitas offers an unparalleled selection of life, disability, and long-term care insurance products; as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams.

Few financial firms are more focused on technical expertise than Capitas. Leveraging the accumulated knowledge and experience of the individual wealth accumulation, management, and distribution practices of Capitas’ associates, Capitas provides solutions for virtually any estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. Capitas contributes insurance expertise for the most sophisticated financial planning considerations. This comprehensive and strategic approach to planning is the backbone of Capitas’ success.


To learn more visit the links below:
Capitas website: www.capitasfinancial.com   
Capitas Partner Locations: http://www.capitasfinancial.com/locations
Career Opportunities: http://www.capitasfinancial.com/careers
Contact Us: http://www.capitasfinancial.com/contact-us

Capitas Financial

Northwestern Mutual has been helping families and businesses achieve financial security for 161  years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to spend life living. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. 

We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. 

Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ 

Recent Awards and Accolades:
FORTUNE® 104 (FORTUNE® 500, 2018) 
One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2018 )
Best Places to Work #67 (Glassdoor, 2018)
Highest Rated CEO's (Glassdoor, 2017)
Top Companies for Women Technologists – Leadership Index (AnitaB.Org, 2017)
Best Places to Work – 100% Corporate Equality Index (Human Rights Campaign, 2018)
Vault 2017 #2 Financial Services Internship, Top 10 Overall (Vault Guide to Internships, 2018) 

Financial representatives and interns are independent contractors and not employees of Northwestern Mutual.


      Northwestern Mutual
  

Responsibilities include marketing of Bausch & Lomb’s portfolio within the Upper Midwest region.(Wisconsin, Minnesota, Michigan and Illinois). Provide leadership, strategic direction and drive attainment to meet annual sales goals. Drive day to day business results through management of regional Profit & Loss. Implementation and execution of national/ regional sales plan and goals for product platform by analyzing sales data to develop regional strategies, respond to market changes, establish goals and implement tactics.
    
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      Bausch & Lomb
  

Responsible for 9 sales representatives in Wisconsin and Minnesota. Implementation and execution of national, regional and district sales goals for products in overactive bladder and depression markets. Additional responsibilities include hiring, training and overseeing development of sales team with consistent and direct coaching as well as direction. Consistently recording and measuring progress of individual and district performance. Consistent communication of performance expectations and managing of accountability to achieve annual goals for sales team.
    
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      Altana Pharma
  

Responsibilities include marketing of CNS products and invasive ITB therapy in Missouri, Kansas and Nebraska to neurologists, oncologists, psychiatrists, anesthesiologists, and neurosurgeons. Building and leveraging relationships with key hospitals, managed care organizations, VA hospitals and military locations throughout a 3-state area. Training of sales representatives on sales initiatives and product information at district, regional and national levels.
    
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About us

  Follow the Teva Pharmaceuticals company page www.linkedin.com/company/teva-pharmaceuticals for information, career opportunities and the latest company updates. 

Cephalon Inc. was established in 1987 as a global biopharmaceutical company dedicated to discovering, developing and bringing to market medications to improve the quality of life of individuals around the world. In October 2011, Cephalon was acquired by Teva Pharmaceuticals, and is now a wholly owned subsidiary. The combination of companies has enabled Teva to deliver exceptional value for patients and customers across many therapeutic areas.

Teva Pharmaceutical Industries Ltd. (NYSE: TEVA) is a leading global pharmaceutical company, committed to increasing access to high-quality healthcare by developing, producing and marketing affordable generic drugs as well as innovative and specialty pharmaceuticals and active pharmaceutical ingredients. 

Headquartered in Israel, Teva is the world's leading generic drug maker, with a global product portfolio of more than 1,000 molecules and a direct presence in approximately 60 countries. Teva's Specialty Medicines businesses focus on CNS, respiratory oncology, pain, and women's health therapeutic areas as well as biologics. Teva currently employs approximately 45,000 people around the world and reached $20.3 billion in net revenues in 2013.

Cephalon


      Bayer Pharmaceuticals
        
  

About us

  USA TODAY is a multi-platform news and information media company. Founded in 1982, USA TODAY’s mission is to serve as a forum for better understanding and unity to help make the USA truly one nation. Today, through its newspaper, website and mobile platforms, USA TODAY connects readers and engages the national conversation. USA TODAY, the nation's number one newspaper in print circulation with an average of more than 1.8 million daily, and USATODAY.com, an award-winning newspaper website  launched in 1995, reach a combined 5.9 million readers daily. USA TODAY is a leader in mobile applications with more than five million downloads on mobile devices.  The USA TODAY brand also includes USA TODAY Education and USA TODAY Sports Weekly. USA TODAY is owned by Gannett Co., Inc. (NYSE: GCI).

We recognize and appreciate the benefits of diversity in the workplace.  EOE.

Founder and CEO at Gordon Capital Group

Gordon Capital Group

Founder and CEO

Capitas Financial

Senior Vice President Succession Planning

Gordon Financial Group LLC

Founder & Principal

Northwestern Mutual

Wealth Management Company Financial Advisor

Bausch & Lomb

Regional Business Director

Altana Pharma

District Sales Mgr

Cephalon

CNS Specialist

Bayer Pharmaceuticals

Special Markets Representative

USATODAY.com

District Sales Manager

University of Missouri-Kansas City

Business Adminisration

Master of Business Administration - MBA

Missouri Valley College

Business Administration and Management, General

Bachelor's degree