• Covered the Independent/Bank/Agent market in OH/KY/PA for VA and FIA sales.
• Brought on 132 producing advisors in a territory that was never wholesaled.
• Provided branch referral trainings for banks and hidden tax traps training for CPAs.
• Created one-pager sales resources from proven ideas with marketing team.
• Implemented firm-wide product launch strategy for Master's Prime Variable Annuity.
• Completed Rob Shore's Wholesaler Masterminds coaching program.
• Maintained a calendar of 18+ meetings per week and handled own scheduling.
- Regional Consultant (External Wholesaler, Annuities) at WEALTHVEST MARKETING, DELAWARE LIFE
- Regional Internal Consultant (Annuities) at NATIONWIDE FINANCIAL
- Internal Sales & Service Associate (Annuities) at NATIONWIDE FINANCIAL
- Pre-Consultant at RODIER LAW OFFICE
1 year, 7 months at this Job
- Bachelor of Science in Education and Human Ecology - Consumer and Family Financial Services
• Conduct a minimum of 20 face-to-face advisor appointments to drive sales; share sales ideas to assist financial advisor in uncovering new asset gathering opportunities.
• Assist financial advisor during client point-of-sale appointments.
• Prudently utilize given budget (never over budget)
• Conduct branch sales trainings, point of sale meetings, seminars, lunch-n-learns, branch investment focus days, 1:1 and group licensed banker trainings.
• Maintain strong relationships with Financial Institution decision makers, sales managers, product committees, and management.
- External Wholesaler at Protective Life
- External Wholesaler at Brighthouse Financial
- Responsible for Hartford Director M's at THE HARTFORD/PLANCO
- Platform Channel External Wholesaler at LPL FINANCIAL INSTITUTION SERVICES
11 years, 4 months at this Job
- Bachelor of Science - Business Administration
Responsible for promoting and selling Invesco's full product line, primarily mutual funds, ETF's and UIT's to increase sales, grow asset, and develop relationships with financial advisors from targeted firms. Geographic territory includes North Carolina and Virginia.
• Results-driven wholesaler with over $2.5bn in sales since 2012.
• Awarded Wholesaler of the Year in 2015 and 2016 measured by gross sales, year over year sales growth, net sales, and top market share at Independent firms.
• Laser-focused, leading region and top 5 over 2016, 2017 and 2018 in volume and market share at LPL, Raymond James, Ameriprise and Cetera accounts.
• Increased overall sales 60% from 2012 to 2017 with no prior relationships in NC and VA.
• Constructed annually, comprehensive business plans for the territory, working with internal wholesaler to execute on territory coverage strategy, communication plan and provide framework for success.
• Devised research and meeting preparation process used as a template for all wholesalers to integrate at Invesco, being recognized in INVESCO Field Sales Playbook
• Used analytical, organizational and formal presentation skills geared to individuals and large groups that have contributed to consistent sales increases since 2012.
• Designed sales story, with a mutual fund and sharing with entire sales force helping increase sales for the firm from $206mm to $500mm, leading sales in the fund with $73mm in 2016.
• Presented consulting presentations to gain advisors business and increase effectiveness and productivity.
• Applied Salesforce.com, market metrics, Y charts, and all available analytics to help organize activities and advance sale with advisors.
- Regional Vice President at External Wholesaler
- at Invesco LTD
- Associate Director at Hybrid - RIA Group
- at Van Kampen Investments
7 years, 3 months at this Job
- Bachelor of Arts - Hospitality Business
2 time Regional Director of the Year. Increased sales 117% in 2016, 84% in 2017, and 20% in 2018 (territory reduced from 14 to 7 states in 2018). Currently represent annuity products to 3400 advisors in western 7 states. Build relationships with Bank, Independent, and RIA Hybrid advisors. Offer solutions for advisors to provide their clients with appropriate solutions. Train and develop advisors, their centers of influence and referral sources. Dedicated Distribution Partners is a distributor of Reliance Standard Fixed and Fixed Indexed Annuities.
2 time Regional Director of the Year. Increased sales 117% in 2016, 84% in 2017, and 20% in 2018 (territory reduced from 14 to 7 states in 2018). Currently represent annuity products to 3400 advisors in western 7 states.
Build relationships with Bank, Independent, and RIA Hybrid advisors. Offer solutions for advisors to provide their clients with appropriate solutions. Train and develop advisors, their centers of influence and referral sources.
Dedicated Distribution Partners is a distributor of Reliance Standard Fixed and Fixed Indexed Annuities.
- External Wholesaler/Regional Director at Dedicated Distribution Partners
- Wealth Financial Advisor at BancWest Investments
- Sr. Vice President, Investments at Raymond James & Associates
- External Wholesaler/Senior Wealth Advisor at Compak Asset Management
4 years, 3 months at this Job
- Certificate - Program
- Bachelor of Science - Finance and Investments
Western New England Territory
• Touchstone acquired Sentinel Investments in November 2017
• The only retail wholesaler brought over by Touchstone to cover a newly created territory.
• 50% Year over Year increase in sales
• Brought on 50 New Producers during my first year at Touchstone
• Increased Market Share in the territory by 40% in 2018 Regional Vice President, External Wholesaler-New England Territory
• Increased Sales in Sentinel's Tier 1 products, year over year from 2015 to 2016 by 97%. (152% increase in the Multi Asset Income Fund, 116% increase in the International Equity Fund and 22% increase in the Small Company Fund).
• Increased Sales in Sentinel's Tier 1 products year over year from 2016 to YTD by 167% (339% increase in the Multi Asset Income Fund, 88% increase in the International Equity Fund and 74% increase in the Small Company Fund).
• Increased total Sales year over year in the territory from 2015-2016 by 10% and 13% increase from 2016 to YTD.
• Brought on 148 new advisors in my 2 years at Sentinel.
• Ranked 2nd in Sales in 2017.
- Regional Vice President, External Wholesaler at Touchstone Investments (Acquired Sentinel Investments
- Regional Vice President, External Wholesaler at 3D Asset Management
- Legg Mason at Eastern Florida and North Central
4 years, 5 months at this Job
- Bachelor of Science in Business Administration - Business Administration
External Annuity Wholesaler 2016-Current
• Recognized among management and peers with a new account launch, driving sales, expanding territory and building strong relationships. Exceeded goal by 153% in the first year
• Successfully, managed large territory across the US in excess of 10,000 advisors
• Effectively worked with over 15 "A" Rated carrier partners and familiarized myself with over 50 annuity products
• Responsible for daily managing metric activities; illustrations, inbound/outbound calls and coverage.
• Skilled at prioritizing work to keep timelines on track, drive results and achieve goals
• Effectively and successfully worked with internal wholesalers, sales support associates and sales managers
• Able to identify niches and communicate/present that effectively to advisors
• Comfortable presenting at Regional and National Sales meetings
• Recognized by financial planners and stakeholders in assigned territory for outstanding service and proactive partnership in growing their business
• Timely follow up, ongoing communications, sense of urgency, Advocate/go to contact person, product expertise, customized case designs and unique solutions to meet client needs and close sales
External Annuity Wholesaler 2016-Current
- Annuity External Wholesaler at Crump/BB&T
- Life Externa Wholesaler at AXA
- Life Wholesaler at MetLife
- Wholesaler at American Funds
3 years, 5 months at this Job
Develop retirement plan sales in AZ, NM, & NV through advisors and brokers via wholesaling efforts, executing an assisted sale model with plan sponsors.
- Regional Sales Director - Retirement Plan External Wholesaler at Ameritas, Retirement Plans
- Financial Consultant - Retirement Plan Specialist at WELLS FARGO ADVISORS
- Regional Sales Director - External Wholesaler at GOLDLEAF PARTNERS
- Regional Director - Independent External Wholesaler at WEALTHVEST FINANCIAL PARTNERS
5 months at this Job
- B.S. - Business Studies
Jan 16-Dec 18(layoff due to company being sold) Distribute Foresters' mutual funds and 401k investments to financial advisors in all channels
• Have grown sales in a scratch start-up operation from zero to $11.4 million
• Converted 90 new producers for the firm
• 233% YOY sales growth
• Relationships with key COIs and over 700 financial advisors in New England across all channels
• Help to train, counsel, and manage three younger external wholesalers as a DVP player coach
Jan 16-Dec 18(layoff due to company being sold)
Distribute Foresters' mutual funds and 401k investments to financial advisors in all channels
- DVP/External Wholesaler New England all 6 States at Foresters Financial
- Grew territory sales at Cohen & Steers
- Director of Distribution at Bennett Funds
- at Turner Investments
2 years, 11 months at this Job
- Bachelor of Arts - Economics
• Responsible for marketing Mutual Funds and ETFs to Financial Advisors throughout MN, WI, SD, and ND.
• Follow a comprehensive prospecting and service routine, which includes cold-calling, utilization of internal and external databases, client seminars, social prospecting, referral networking, Advisor cross-selling, industry research, and a face-to-face marketing strategy.
• Follow an extensive client-driven sales cycle from start to finish--identify potential clients/prospects, initiate and establish contact, arrange face-to-face and phone meetings, identify all opportunities, counter objections, initiate ideas, and close business across all channels.
- Regional Sales Manager, External Wholesaler at ALPS Portfolio Solutions
- Director, External Wholesaler at Turner Investments
- Internal Sales Consultant at Keeley Funds
- Oakbrook, IL, Internal Sales Consultant at Van Kampen Funds
4 years at this Job
- Masters in Business Administration - Finance
- Bachelor of Arts - International Business
Responsible for marketing & sales of firm’s absolute return mutual funds and UCIT absolute return strategies Create and maintain deep customer relationships across all RIA advisors in territory; focus on RIA size of 50mm-1 billion Create awareness; build name recognition and credibility, with hundreds of advisors formerly unaware of the firm through proactive client outreach, diligent follow-up, and strong relationship building. Direct client presentations for advisors to introduce the sophisticated products offered
Responsible for marketing & sales of firm’s absolute return mutual funds and UCIT absolute return strategies
Create and maintain deep customer relationships across all RIA advisors in territory; focus on RIA size of 50mm-1 billion
Create awareness; build name recognition and credibility, with hundreds of advisors formerly unaware of the firm through proactive client outreach, diligent follow-up, and strong relationship building.
Direct client presentations for advisors to introduce the sophisticated products offered
- Sales Director - External Wholesaler at
- Sales Director - External Wholesaler at Federated Investors
- Associate Client Advisor, S. Florida at JPMorgan Asset Management
- Associate Director, Hybrid Sales, New York (Manhattan) at HRC Partners
2 years at this Job
- Masters of Finance - Graduate Studies
- Bachelor of Arts - Sociology and Conflict Analysis/Dispute Resolution