1. ANTHONY C. SMITH, CLU, ChFC
111 PATRIOTS RIDGE DRIVE
DEPTFORD, NEW JERSEY 08096
Home: (856) 686-4758 Mobile: (609) 233-1170
BACKGROUND SUMMARY
Accomplished financial services professional with vast industry exposure; strong track record of achieving
results in new markets; and demonstrated use of new ideas for complex problem solving. Successfully managed
relationships with multiple organizations including financial services carriers, broker dealers, independent
marketing organizations, brokerage general agencies, and professional associations; motivated individuals and
departments to perform at optimum levels during organizational change; developed customized training
programs based on target marketing; managed diverse units while increasing morale; and leveraged technology
to accomplish work improvements. Experiences have included satellite, regional, and corporate environments;
team building and staffing across multiple departments; and an assortment of increasing levels of leadership
roles. Thrives in challenging, middle- to senior management position, motivating a diverse staff and
commanding challenging responsibilities.
EDUCATION
Bachelor of Science, Marketing Pennsylvania State University, Univ. Park, PA
Chartered Financial Consultant The American College, Bryn Mawr, PA
Chartered Life Underwriter The American College, Bryn Mawr, PA
CAREER HISTORY AND ACCOMPLISHMENTS
SOCIETY OF FINANCIAL SERVICE PROFESSIONALS (2001 to 2015)
Managing Director, Marketing & Corporate Development
Successfully developed and launched new branding campaign which included a Message Guide; strong imagery
that focused on inclusivity – professionally and ethnically; coordinated internal/external membership retention
and recruiting strategies; and elements that built in corporate partner benefits. Generated 5% annual increased
income over goal through sales efforts involving corporate and event sponsorships and targeting insurance
companies, investment and accounting firms, associations, broker dealers, and agencies. Developed and
delivered multi-year continuing education and training programs; provided meaningful leads for exhibit space at
live events; and designed strategies to attract new market sponsorships and partnerships. Managed corporate
relationships leading to $260,000 in annual revenue, and exceeded sponsorships goal results in each of the last
five years. Managed a staff of 7 director, manager and CSR level employees, with functions centered on
internal marketing, customer service, marketing copy writing, and membership recruiting and retention.
THE AMERICAN COLLEGE (2013 to present)
Course Moderator – Online Learning Center
Actively moderated over twenty designation level courses utilizing the College’s interactive Blackboard Online
Learning Center program. Graded adult students, moderated and participated in class discussion groups, and
issued mid-term and final grades for as many as 22 students per class. Titles included Foundations of Estate
Planning, Foundations of Financial Planning, Essentials of Life Insurance Products, and Techniques for
Prospecting. Communicated and corrected problems with the system, at times involving the course writer.

2. THE AMERICAN COLLEGE (1995 to 2001)
Senior Director of Sales
Responsible for selling/marketing distance learning, professional designations, conference center room blocks,
and adult education programs to key accounts, industry associations, and special interest groups.
• Co- designed and launched satellite-training programs for client companies, resulting in revenue figures
ranging from $396,000 to $2,100,000 per year.
• Led a multi-departmental team in designing/implementing a 3-year marketing plan for new market products
in the health insurance and employee benefits markets; attained a 38% increase in related college revenue.
• Sold a variety of educational products to 22 key accounts; exceeded cumulative sales figures an average of
6% over 3 years.
• Created customized, company-specific Certificate Programs that provided relevant education based on
multiple target markets and clearly established new agents training tracks.
• Taught the “Planning for Retirement Needs” and “Group Benefits” courses towards the REBC designation.
• Earned several merit increases based on performance/productivity.
THE PRUDENTIAL (1992 to 1995)
Registered Representative
Marketed life, health, property, casualty, annuities and other retirement products, as well as small group benefit
packages to individuals and businesses in Pennsylvania, New Jersey, and New York.
• Opened a full-service satellite office in an exclusive Philadelphia suburb, providing a corporate presence
while improving public relations and doubling P & C business.
• Procured staff, handled operating expenses, and created a community presence through advertising, direct
mailing, and other marketing techniques.
• Taught the “Individual Life Insurance” Course for the CLU designation, and several LUTC courses.
• Led a large district office in life insurance sales, earning Rookie of the Year Award.
• Earned a Regional Business Conference award based on volume, persistency and premium.
COVENANT LIFE INSURANCE COMPANY (1990 to 1992)
Assistant Vice President - New Business
Managed entire New Business Department and Clerical Underwriting; established work priorities, set division
goals, and improved cross-departmental work flow. Promoted to AVP during tenure.
• Upgraded information technology processes to accommodate significant Company growth without
expanding the original staff; and improved work turn-around-time by 32%.
• Assisted with training over 100 agents, enabling them to begin rapid submission of new business
applications; provided speedier policy creation and delivery.
• Developed pending case tracking mechanism and simplified the underwriting process, which saved $45,000
per year. Computerized several manual procedures throughout tenure as an Assistant Vice President.
PROFESSIONAL ASSOCIATIONS
Society of Financial Service Professionals; Alumni – The American College of Financial Services