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External Wholesaler Resume Samples
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Candidate Info
years in workforce
years at this job
Internal/external Wholesaler and Recruiter
Facilitated sales for Annuity & Life Insurance distribution nationwide
- Responsible for generating $60,000,000 in retirement assets and being in the top 5%
- Dialed an average of 80-100 cold calls per day while managing book of business
- Prospected, consulted, maintained and deepened working relationships with Financial Investment
- Organized, promoted and conducted individual and group meetings, client seminars and group
- Managed territory administration including team communication, sales strategies, appointment
Candidate Info
years in workforce
years at this job
Accounting
Regional Sales Manager /external Wholesaler
Accountable for the development of new business brokerage/sales activities via the distribution of life, disability and long-term care insurance and fixed annuities to affiliated, and unaffiliated agents and brokers.
- Achieved 100% of business plan.
- Recruited 25+ new producing agents to the organization through prospecting and referrals.
- Achieved rank of #15 agent in the country in 4th month of taking over a declining book of business.
- Worked with Producers on advanced sales concepts inclusive of but not limited to premium financing, COLI, Section 162 Executive Bonus, rated SPIA policy funding, ARLIS, Buy Sell Agreements, Estate Planning, and Jumbo cases.
- Brokered a book of business for a three state area: Illinois, Indiana, and Ohio, by making outbound telephone calls to set face-to-face meetings with a focus on producers in the high net worth marketplace.
- Maintained and tracked regular requisite sales activity including but not limited to; sales ideas, product/service updates, fulfillment, thank you calls, up-sells and cross sells.
Candidate Info
years in workforce
years at this job
Business Administration
External Wholesaler, Regional Sales Director, Senior Wealth Management Consultant
Grew life insurance revenue for a provider of life, annuity, mutual fund and executive benefits products. Call on prospective new clients and follow up with existing clients.
- Work directly with Financial Advisors and meet with their high net worth clients for point of sale assistance in estate and business planning.
- Consistently ranked as one of the top producers in the company.
- Generated over $3.5 million, exceeding sales goal of $2.8 million of annual ongoing premium. In 2000 sales were $500,000 and my sales goal was $650,000.
- Member of Underwriting Committee to improve systems related issues and overall service issues.
- Developed many of company's benchmark procedures as leader of Sales and Support Committee.
Candidate Info
years in workforce
years at this job
Business Administration
Regional Vice President/external Wholesaler
- Developed and implemented business plan to maximize territory annuity growth.
- Managed all aspects of territory budget and expenses.
- Identified and developed top producing brokers, while recruiting new independent brokers.
- Conducted product and sales training through individual sessions, seminars, workshops, and branch meetings.
- Initiated a Client Advisory Board, aimed toward growing the business of my advisors.
- Trained newly hired Internal Wholesalers in territory management, and product knowledge.
Candidate Info
years in workforce
years at this job
Marketing
Regional Vice President - External Wholesaler
Initially recruited as an internal then promoted to External in 2012 for the Washington D.C. metro territory. Territory clients include Banks, Independents, and Edward Jones, typical non-wire territory.
- Generated from minimal contacts in past year to 150 continuing financial advisor clients
- Have an additional 600 financial advisor client/continuing contacts
- Heavily networked into Washington DC metro business community through proactive participation in local
- Series 6 & 63 Licensed
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