Joan Cleveland is Senior Vice President, Business Development, Individual Life Insurance at Prudential. She is responsible for identifying and implementing opportunities within new markets to expand life insurance distribution and product offerings. For example, she recently led the development of an Internet-based acquisition and service process for simplified issue term and single premium universal life insurance products. She also leads a unit that optimizes direct sales opportunities and campaigns, along with a division that builds and manages strategic affinity programs for Prudentials individual life insurance policyholders. Joan also leads all proactive and reactive customer retention activities.Joan Cleveland has a robust 30+ year history within the financial services industry. Prior to joining Prudential Financial, she was Senior Vice President, National Sales Leader at Genworth Financial (previously GE Financial). She began her career with an M Financial member firm and took that valuable field experience into the home office environment. After successfully managing producer group distribution at Security Life of Denver, she moved to New York as Managing Director, Marketing for Van Eck Global, a boutique mutual fund company. Cleveland then transitioned to AXA Financial to develop their high-end, internal producer group and managed their agent-owned reinsurance company. As GE Financial began building its reputation as one of the powerhouses in the industry, she was tapped to bring her leadership skills to the distribution of life, annuity and long term care insurance products to the brokerage and producer group markets. Throughout her career, Cleveland has provided her expertise and creativity to distribution, marketing and product development for the benefit of the consumer, the producer and the company. She leverages her experience in the field to bridge the home office with their customers through product development advocacy, advanced marketing, new business and policyholder services.Cleveland is active in multiple industry committees within AALU and LIMRA, and holds numerous securities licenses. She holds a B.S. in Business Administration as well as the Chartered Life Underwriter, Chartered Financial Consultant, Registered Employee Benefits Consultant and Certified Long-term Care Professional designations. She is a Board Member of Prudential's Political Action Committee and has most recently been elected to the Board of Directors of the American Bankers Insurance Association (ABIA).
Like what you see? Make sure you're getting it all
Health Data Management delivers insightful analysis of the technology trends, tools and strategies that are shaping healthcare's future.