Dale Cadwalader has over 30 years of experience in sales leadership, account management, and growing revenue. He has consistently generated millions in annual sales and has elevated the sales and profits of every organization he has worked for. Most recently, he was a Sales Consultant where he generated over $2 million in new business within his first year.

1. DALE CADWALADER
Glenview, IL 60025
847-341-3231
dalecadwalader@gmail.com
http://www.linkedin.com/in/dalecadwalader
CAREER SUMMARY
Sales Leader with the proven ability to manage teams, clients and objectives, review, and process
requests for proposals, retain and grow sales revenue, with the understanding of the legal and
compliance issues.
Management skills in business planning, operational planning, territory management, customer service,
vendor relationships, agency administration, agency contracts, collaborative relationships, follow-up
processes and partnerships.
Perform follow up, act as a plan vs goal manager, understanding of legislative issues, RFP management,
plan and coverage design expertise, profit management.
Proficient in new product rollouts, competitive/market analysis, business forecasting, sales forecasting,
market penetration and territory development, coaching, mentoring and revenue growth.
PROFESSIONAL EXPERIENCE
TRUSTMARK INSURANCE, Lake Forest, IL 2015 – 2016
Sales Consultant
Group health insurance sales to independent agents in 8 states (IL, MO, IN, TN, WI, MS, VA, MN)
 Generating 245 account relationships within 10 months selling self-funded group health insurance
plans, creating healthcare plan designs, product trainings, detailed and technical product reviews,
and sales webinars.
ASSURANT HEALTH, Oak Brook Terrace, IL 2014 – 2015
TerritorySale Representative
Wholesale distribution of small group healthcare insurance plans to agents in the IL, TN territory
 Managed a book of agent accounts, generating $155,000 in closed small group health premium
from a start-up territory in 120 days managing the RFP process, CRM, and acting as a liaison.
GOHEALTH INSURANCE, Chicago, IL 2013 – 2014
Senior Benefit Advisor
 Providing Health Insurance to individuals throughout the United States. Licensed in 22 states.
 Generated $6,000,000 in annualized healthcare sales in 12 months, working with many vendors.
 Closed 350 policies during the annual 2014 open enrollment, generating $2,200,000 in premium.
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
 Provided agency management, sales training, and account management to 28 independent
insurance agencies to consistently improve production, while managing compliance.
 Positioned 18 agents to consistently deliver more than $60K in monthly production in 14 months
while and provided the account management that enabled this sales activity.
CADWALADER FINANCIAL SOLUTIONS, Glenview, IL 2008 – 2009
Managing Principal
A firm providing financial consulting services.
Advised and consulted with start-up to small agents and individuals to improve their financial standing
and investment performance focusing on sales operations and growth strategies.

2. 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 account management through leadership in training, pipeline management,
prospecting, presentations, and territory management, and CRM management.
 Elevated territory sales by 440% in only 15 months, implemented an account management
process that generated a flow of Request for Proposals and managing the follow-up.
 Grew the sales pipeline from $1M to $40M during the same period, working with multiple clients.
 Spearheaded account management and product introductions that generated $20M in sales in a
little over a year working as a liaison between the producer and internal partners.
 Implemented a territory management process that facilitated introduction of two product lines to
five companies, understanding the contracts, reporting, providing technical and product training.
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 managing the RFP process, generating $28M in annuity
revenue in only 12 months by successfully establishing 92 producing relationships with advisors.
 Achieved 102% of fixed annuity revenue goal during 2006 working with multiple clients.
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, agency
management, customer service, operations, finance, and human resources.
 Raised the bar for profitability and near error-free with effective sales operations.
 Converted 12,000 leads into more than 7,400new policies to generate more than $4.5Min total
premium sales.
 Added 1,900 households as customers while elevating the customer base from 500 to 4500 and
generating $4.5M in ongoing sales, building a positive working environment.
 Generated a 70% net annual profit maximizing productivity with technology.
 Provided operations leadership in agency management, accountmanagement, customer service,and
financial controls.
Abbott Laboratories, North Chicago, IL
One of the top pharmaceutical companies in the world.
Senior Credit Representative
Managed a $200 million-dollar Account Receivable portfolio within the hospital vertical.
 Exceeded 100% of goals each year over 5 years.
 Achieved an award for Top Level performance afteryear 4.
EDUCATION
MBA, Finance, Western Illinois University, Macomb, IL (graduated Beta Kama Sigma)
BBA, Management, Western Illinois University, Macomb, IL
Producers Licensed, Property/Casualty and Life/Health