1. DALE CADWALADER
Glenview, IL 60025
Business Management and Marketing Operations Leader with a proven ability to drive profitable business
growth as a successful entrepreneur and business development leader.
Executive skills in strategic planning, change management, process improvement, procedure
development, policy development, recruiting, training and development.
Perform team leadership & motivation, P&L management, profit building, startups and project
Proficient in new product rollouts, competitive/market analysis, business forecasting, sales
forecasting market penetration and territory development.
Financially savvy, adept in providing or directing financial analysis and management, budget
planning, expense control, payroll and accounts payable/receivable.
Deep experience in new business development, market penetration, territory development, lead
generation, prospecting, cold calling, account management, account acquisition, client relations,
referrals, proposals, presentations, sales promotions and contract negotiations.
GOHEALTH INSURANCE, Chicago, IL 2013 – Present
Senior Benefits Advisor
Providing Health Insurance to individuals throughout the United States. Licensed in 22 states.
Generated $219,000 in annualized sales during July 2014.
Closed 550 policies during the annual open enrollment, generating $2,200,000 in annualized premium.
Achieving process compliance scores of 95% weekly.
NATIONAL AGENTS ALLIANCE 2009 – 2013
A $450M revenue independent marketing organization specializing in risk management strategies, income
replacement, retirement income, sales leadership and coaching.
Field Sales Director
Provide recruiting, sales training, and coaching to 28 independent insurance agents to consistently improve
their personal production and income.
Enabled the organization to identify and better manage its sales force; consulted regarding sales profiling
for a 100-person sales team over a period of six months.
Positioned 18 agents to consistently deliver more than $60K in monthly production in 14 months while
and provided the individual coaching that enabled this sales activity.
CADWALADER FINANCIAL SOLUTIONS, Glenview, IL 2008 – 2009
A firm providing financial consulting services.
Advised and consulted with small businesses and high-net-worth individuals to improve their financial
standing and investment performance.
2. PAGE TWO DALE CADWALADER
PRUDENTIAL FINANCIAL, Buffalo Grove, IL 2004 – 2007
One of the top financial services firms in the country.
Annuity Sales Desk Specialist (2006 – 2007)
Drove continuing growth in sales through leadership in training, pipeline management, prospecting,
presentations and territory management.
Elevated territory sales by 440% in only 15 months, and implemented a comprehensive training process
that enabled this achievement.
Grew the sales pipeline from $1M to $40M during the same period.
Spearheaded prospecting and product introductions that generated $20M in sales in a little over a year.
Implemented a territory management process that facilitated introduction of two product lines to five
Regional Sales Consultant, Allstate Financial (2004 – 2006)
Developed new relationships with financial advisors while generating annuity sales through an established
broker dealer channel.
Drove new business development by successfully teaming with financial advisors. Generated $28M in
annuity revenue in only 12 months by successfully establishing 92 producing relationships with financial
Achieved 102% of fixed annuity revenue goal during 2006.
STATE FARM INSURANCE, Chicago, IL 1989 – 2004
One of the nation’s top property and casualty insurance companies.
Managing Principal - Cadwalader State Farm Insurance Agency
Originated and drove the development of this agency into a highly successful and profitable agency, with 5
licensed sales professionals and support staff. Held authority for the management of a $400,000 P&L while taking
the lead in managing cross selling, customer service, marketing, operations, finance and human resources.
Raised the bar for profitability and near error-free operations.
Generated a 70% net annual profit from gross commissions by effectively utilizing business planning
and financial controls.
Achieved a 99% error-free flow of applications by creating a 3-step scrubbing and review system.
Provided leadership in lead generation, account development, account management and account retention.
Converted 12,000 leads into more than 7,400 new policies to generate more than $4.5M in total premium
Added 1,900 households as customers while elevating the customer base from 500 to 4500 and
generating $4.5M in ongoing sales.
Created more than 300 commercial middle market accounts to generate an additional $750K in ongoing
Held both client and employee turnover to less than 5% over a 14 year period. Created a unique
employee pay for performance system that enabled this achievement.
EDUCATION & LICENSURE
MBA, Finance, Western Illinois University, Macomb, IL
BBA, Management, Western Illinois University, Macomb, IL
Licensed Property and Casualty
Licensed Life and Health