Dimitris Colettis is a highly skilled manager with over 25 years of experience in insurance, financial services, sales, and marketing. He has extensive experience developing and monitoring complex financial sales networks of over 500 financial planners. He founded the Hellenic Financial Planning Association in 2011 and currently teaches at the Hellenic American University. Colettis holds an MBA from the University of La Verne and has professional memberships in financial planning and insurance organizations.
1. Dimitris Colettis
Mobile: +30 6955 480249 / Email: colettisd@gmail.com
Profile
Highly skilled Manager with specialized experience in the insurance and financial services industry focused on
developing, designing, and monitoring complex financial sales networks.
Areas of Expertise
• Sales
• Insurance
• Marketing
• Corporate Training
• Network Creation & Development
• Customer Service & Support
• Financial Planning
• Business Consulting
• Personnel Recruiting
• Mentoring
Major Achievements
• Developing and Monitoring a network of 500+ Financial Planners
• Founded the Hellenic Financial Planning Association in 2011 (First President July 2011-2013)
amounting to 120 members today.
• Taught more than 250 university graduate students and receiving top evaluations and remarks
• Created the central recruiting unit of Interamerican & International Life
• Developed a network of agency system units of 15 units amounting to a total of 350 Agents while at
Eurolife Team
Professional Experience
2015 – 2016 EUROPAIKI PISTI SA
Sales Development Manager
2013 – 2015 INTERNATIONAL LIFE SA
Recruiting & Sales Development Manager, Reporting to General Sales Mgr
2009 – Present HELLENIC AMERICAN UNIVERSITY
Adjunct Professor
Undergraduate & Graduate courses on Leadership, Management,
Economics, Personnel Management, Marketing/Sales, and Financial
Planning
2007–2012 EUROLIFE TEAM
Sales & Marketing Manager
Led existing distribution channels towards achievement of corporate goals;
managed corporate branches and relevant initiatives
2005–2007 EUROPEAN UNIVERSITY
Associate Professor
Undergraduate courses on Business, Management and Economics
2004–2006 ALLIANZ LIFE INSURANCE COMPANY SA
Marketing & Training Manager, reporting to the General Manager
• Facilitated behavioural and cultural changes
Dimitris Colettis CV Page 1
2. • Implemented company objectives to reduce budget expenditures
• Designed new training materials and sales information kit
• Managed implementation of all internal policies and procedures
regarding onsite teamwork and outside agent/vendor relations
1993–2003 INTERAMERICAN SA GROUP OF COMPANIES
2002-2003 Recruiting Manager, Reporting to General Sales Manager
Led the organization of the new Recruiting Network Department; designed
and implemented relevant strategy, candidates’ sourcing, procedures and
policies; trained Managers on effective recruitment techniques
1998–2002 Financial Planning Manager, Reporting to General Sales Manager
Managing a team of 8 junior managers and employees
1996–1998 Assistant Manager, Fin.Plan. Dept. Reporting to Financial Planning Manager
Supported & trained network of Financial Consultants & Sales Agents
1993–1996 Sales Supervisor & Marketing Network Advisor, Reporting to General Sales
Manager. Led the development team to create and implement the marketing
plan; Managed internal policies & procedures and all incentive initiatives &
communication
1995 – 1998 VISION MANAGEMENT CONSULTANTS
Associate Consultant on project-basis
Mainly involved in executive selection & assessment projects, contributing
also to the sales efforts. Project Management and Benchmark of the Greek
Market.
1992 – 1993 KRAFT SA
Product Manager
1990 – 1991 Military Service, Special Forces
Education
1991 – 1994 UNIVERISTY OF LA VERNE, CALIFORNIA
MBA, Cum Laude
1986 – 1990 BA in Economics, Cum Laude
BSc in Business Management, Cum Laude
Languages & IT Skills
English – Excellent
Italian – Basic
Arabic – Basic
Windows 7, 8,10
MS Office Suite (Word, PowerPoint, Excel, Access, Outlook, Project)
Professional Memberships
Hellenic Financial Planning Association (Founding Member, President 2011-2013)
Certified Financial Planner
Certified Insurance Agent (National Bank of Greece)
Financial Planning Association, USA
Dimitris Colettis CV Page 2