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Candidate Info
7
years in workforce
6
years at this job
BA
Labor And Industrial Relations
Internal Wholesaler
Maintained strong relationships with advisors, external sales team and various internal departments
- Increased sales through proactive calls to advisors and client conference calls
- Mentored new Internal Wholesalers; Created and delivered formal on-boarding program which included consultative selling coaching skills, y-cording, call coaching and providing feedback
- Platinum Club member for highest sales activity for three years
- In 2013 solely responsible for 6M of territory sales. In 2012, solely responsible for 3.5M of territory sales.
Candidate Info
20
years in workforce
6
years at this job
BS
Communications
Internal Wholesaler, Vice President
Assisted Retail and Investment Services Divisions to achieve combined revenue goal of $21M for Metro Atlanta, GA and state of Tennessee.
- Grew revenue from $8M to $12M and increased referrals 30% in the last 12 months by recommending ways to prospect and identify clients when facilitating one-on-one and group sales meetings.
- Observed employees (personal bankers and branch managers) during client interactions and suggested ideas to assist in uncovering additional financial strategies (lending, small business and deposit options).
- Served as key contributing member to Retail Bank leadership team to train / advise financial advisors, branch managers and area managers on evaluating effectiveness of sales / referrals to increase revenue targets.
- Boosted quality of investment referrals by developing sales training and facilitated to 700 plus bank sales representatives.
Candidate Info
13
years in workforce
11
years at this job
Music Performance
Internal Wholesaler
Key member of assigned territory with responsibility for sales and customer service on a variety of financial products to brokers and financial advisors. Products include unit investment trusts (UITs), exchange-traded funds (ETFs), closed-end funds (CEFs), mutual funds, separately managed accounts (SMAs), and structured products. Customers are from all channels, including wirehouses, banks, independents and RIAs.
- #1 team in the country for closed-end fund IPO in March 2014; raised 7% of a $500m deal in a market where the average secondary CEF was trading at a 3-4% discount, and with a 3-person team when all the other territories had 4
- Moved territory from bottom quintile into the top 6 grossing territories. Through our sales process, more than tripled business from $270m in 2008 to $815m in 2013
- Recognized for coordinating efforts with ETF/SMA specialists, resulting in a $3 million trade early in the life of the Alphadex ETF product line - 2008
- Increased sales 5% while other territories experienced decreased sales during economic turmoil in early 2008
- Selected by management to support up to 3 territories simultaneously as the company responded to a changing marketplace
- Coordinated several 100+ attendee client events - seminars and client-appreciation events
Candidate Info
7
years in workforce
1
year at this job
BA
Sociology
Internal Wholesaler
Internal Wholesaler
- Responsible for the daily relationship management of over 2500 financial advisors
- Successfully enlightened financial advisors to the benefits of [company name] Annuities
- Consistently transformed inactive agents into producing financial consultants
- Managed a territory of 3 states and supported external wholesaler
- Coordinated and implemented marketing strategies based upon production analysis
- Directly responsible for 20% of the production in assigned territory
Candidate Info
25
years in workforce
6
months at this job
Internal Wholesaler
Represented external wholesaler, building strong and sustainable partnership based on marketing the company brand within defined sales territory. Promoted financial services products to prospective and existing clients in order to grow business and surpass sales goals. Directly accountable for client acquisition and relations, sales and marketing, assessing client needs, risk assessment, new business development and profit growth.
- Managed a block of business consisting of 200+ plans, handling the full sales cycle across Northeast Territory.
- Facilitated pre-sale consulting with external wholesales, financial advisors and third party administrators, regarding retirement plan products, plan design, pricing, service models and standards.
- Generated new leads; initiated contact with prospective customers, emphasizing service benefits in order to drive sales, increase brand recognition and grow business.
- Conducted follow-up on all existing opportunities to coordinate pre-sale service and deliverables.
- Developed both short and long term sales strategies; executed strategies to achieve financial objectives.
- Conducted client interviews to determine their current income, expenses and financial objectives; worked closely with clients to establish a financial plan according to their individual needs.
- Reviewed services with clients, addressing any questions, concerns or comments effectively and efficiently.
Candidate Info
5
years in workforce
2
years at this job
Colorado Insurance License For Life And Variable Annuities
Senior Internal Wholesaler
- Recognized as the "Mutual Funds Internal Wholesaler of the Year" in 2007.
- Increased client base 25% and increased annual sales $52M in an assigned territory by proactively prospecting and following up with clients and prospects in a timely manner.
- Partnered with Regional Vice President to generate new sales ideas, identify new sales opportunities, and launch new products.
- Member of a dedicated Retirement Specialist Group responding to advisor inquires regarding various types of retirement plans and utilizing the information to further develop business opportunities.
Candidate Info
13
years in workforce
4
years at this job
BS
Finance
Senior Internal Wholesaler, Annuity Team Lead
Exceeded territory variable annuity sales goals for 2011 of 760M, 2012 of 726M, and 2013 of 690M.
- Partnered with External Wholesaler and Sales Management to create and strengthen annuity sales activity for a new sales desk model for [company name] Individual Distribution. Fostered an environment of learning for associates new to distribution channel and assisted in resolution of issues/concerns as they arose in daily business.
- Responsible for leading and managing internal team of Internal Wholesaler and Internal Sales Associate in wholesaling & marketing activities for [company name] Individual Distribution advisors in NYC, Westchester, LI, CT, and RI.
- Drove annuity sales in coordination with External Wholesaler to maximize customer service and relationships and worked with regional managers and financial advisors to coordinate and facilitate training meetings.
- Developed existing and new relationships with agency sales management and advisors to generate and grow annuity business through the preparation and execution of sales call campaigns, utilizing team members' skill sets and abilities to drive activity and exceed sales goals.
- Responsibilities included delivering presentations for large and small groups of advisors and clients discussing the need for guarantees during retirement utilizing a combination of annuities and investments to build holistic retirement income plans.
- Conducted client conference calls, provide illustrations, service support, and assist in identifying ideal clients for the [company name] annuity. Answered routine and complex client and advisor inquiries relating to products and their positioning, sales and marketing techniques, rates and commissions.
Candidate Info
8
years in workforce
2
years at this job
BA
History
Internal Wholesaler
- Internal Wholesaler
- Supported external wholesalers in the Northeast retail division
- Developed and improved sales skills which generated sales in external partner's territories - Was ranked 1st among all retail internal wholesalers
- Learned territory management, client profiling, and lead identification skills
- Built strong Salesforce.com user skills and served as Salesforce.com subject matter expert for internal sales desk
Candidate Info
8
years in workforce
6
months at this job
BS
Marketing
Senior Internal Wholesaler
Effectively partnered with External Wholesaler in the Boston Metro region to drive mutual fund and Separately Managed Account sales across major asset classes.
- Consistently provided timely Capital Market data across fixed income, equity, and alternative asset classes to the Northeast sales team.
- Partnered effectively with Business Development and Key Accounts to streamline efficiencies and communication across business units.
- As team leader, trained Northeast team members on telephone sales skills, product knowledge and overall sales acumen.
Candidate Info
37
years in workforce
5
years at this job
BA
Public Communications
Internal Wholesaler
Increased sales of mutual funds, sub advised annuity funds and 529 college savings plan to financial advisors. Delivered segmented service, and strengthened relationships in the territory. Function as a "solutions provide" by linking products and services to clients needs via phone and email. Conducted needs analysis with customers to understand business. Recommended and delivered targeted products and services.
- Exceeded annual sales goals 2006 - 2010
- Received Sales Mentor Award 2005
- Served on Sales Advisory Council 2006 - 2009
- Nominated for the Value Guiding Principle Award in 2006 and 2007 by External partner
Candidate Info
9
years in workforce
3
years at this job
BA
Political Science / Business
Internal Wholesaler
- Increased term life insurance sales by an average of 11% on a quarterly basis since first quarter 2013.
- Built and maintained relationships with sales reps and uncovered potential sales leads.
- Cross-sold existing brokers on different products
- Provided follow up support for manager including follow up sales ideas, mailing literature and providing additional info to sales reps.
- Worked with defined contribution and defined benefit plans for small and mid-size groups
- Trained agents on specific areas of life insurance and annuities including product knowledge, identifying needs, providing solutions and advancing a sale.
Candidate Info
19
years in workforce
9
years at this job
BA
Business Marketing
Sr. Internal Wholesaler
Successful partnership with multiple external wholesalers to manage territories effectively and exceed annual sales goals
- Traveled the territories to host appointments and seminars with target producers and top prospects
- Continuously gained market share in territories by converting prospects into annuity producers through proactive and targeted sales campaigns
- Conduct live web-ex meetings on a weekly basis with financial advisors to present sales ideas and product to their branch
- Created, implemented, and executed territories strategies
- Currently maintain relationships with over 1700 financial advisors
- Cultivated strong relationships with my financial advisors leading to a record year in 2011
- Increased sales from $132 million in 2010 to $250 million in 2011
- Deep knowledge base of variable annuities, retirement income planning products, life insurance with an emphasis on public
Candidate Info
11
years in workforce
3
years at this job
BA
Bachelor of Arts
Regional Consultant/internal Wholesaler
Develop and maintain financial advisor, retirement plan sponsors and investment professional relationships within the Chicago-NW Suburbs Cross-channel (wires, banks, and independents)
- Proactive marketing of separately managed accounts, mutual funds, and DCIO investment strategies.
- Conduct training of Lord Abbett product and strategy to new regional consultant and other investment service employees.
- Top ranked regional consultant on sales desk in dials, quality calls, spoke-to-advisor and quality contacts.
- One of a few selected regional consultants to represent Lord Abbett at financial industry, broker-dealer and various client events.
Candidate Info
46
years in workforce
8
years at this job
Sr. Internal Wholesaler - Executive Benefits
Worked with Financial Advisors to help business owners reward, recruit and retain key employees. Assisted with business development, sales, prospecting and advisor training.
- Partnered with Regional Vice President to implement targeted marketing campaign in order to introduce specific solutions to Financial Advisors.
- Established and cultivated relationships with new advisors and clients to keep them informed of new executive benefit solutions.
- Prepared sales presentations and proposals for current and prospective clients informing them of financing options and tax implications.
- Partnered with Financial Advisors from initial contact through implementation in order to ensure a seamless process.
- Managed internal tracking system related to sales and marketing pipeline database; scheduled appointments.
- Managed 100% of sales pipeline through proactive advisor and client communications.
- Managed onboarding process for new business implementation, ensuring all required documentation was received within established timelines.
- Provided effective and efficient service for sold plans to maintain customer satisfaction and increase sales potential.
Candidate Info
16
years in workforce
3
years at this job
BA
Business Administration
Internal Wholesaler, Life Insurance Sales Desk
Strategically partnering with financial advisors and their clients to identify, evaluate and implement life insurance sales based solutions
- Proficient in all MetLife life insurance products and competitor life insurance products.
- Collaborate with external wholesaler to stimulate sales and develop relationships with advisors across assigned territories in TX, OK, FL
- Attained 100% of sales goal 3 years in a row in TX
- Regularly exceeded monthly key performance requirements
- Coach new inbound associate and Clark Atlanta intern in life insurance
Candidate Info
3
years in workforce
8
months at this job
BS
Business Finance
Marketing Director / Internal Wholesaler
Internally raised $15 Million in assets through the independent RIA and Broker/Dealer channels for the acquisition of undervalued mortgage pools and MBSs from distressed owners and financial institutions.
- Developed creative alternative sales strategies to assist in raising assets under management.
- Advised Investors on the benefits of the inclusion of real estate into their investment portfolios.
- Developed the sales and marketing material; designed Investment Advisor sales resources.
Candidate Info
9
years in workforce
3
years at this job
BA
Marketing
Internal Wholesaler
Prospected, built, and maintained relationships within a diverse territory covering multiple financial firms in Long Island NY and Connecticut
- Responsible for finding advisors and offices for territory team to focus on and grow their net reach
- Participated in building my territory into the 3rd (out of 90) largest at the firm. When I began it was the 11th largest.
- Supported advisors through the selling process from pre-sale education to post-sell follow-up. I also consistently promoted and participated in client events. I would often prepare and deliver 30-45 minute presentations on multiple topics.
- Increased Sales overall every year. Full year 2012 grew sales 34%. Full year 2013 grew sales 26%. As of December, sales were up 21% for 2014.
Candidate Info
31
years in workforce
8
years at this job
C
Fundamentals Of Banking
BS
Business Administration
BA
Design
Senior Internal Wholesaler
Developed and executed sales plans and strategies for territory with external partner to meet and exceed goals in the annuities group.
- Drove relationship-building sales opportunities via in person and telephone meetings with internal and external sales teams
- Identified needs of sales team and offered cross-sell and up-sell plans for new and existing clients
- Managed day-to-day territory responsibilities for efficiency and cost savings
- Supported team through product expertise, competitive knowledge and industry/market outlook
Candidate Info
4
years in workforce
4
years at this job
BS
Finance
Internal Wholesaler
Internal Wholesaler
- Covered multiple territories predominately the New York region
- Ranked #1 in production in all financial institutions
- Increased incremental sales in territory over 150%
- Provided training, knowledge, and sales expertise to 18 newly hired internal wholesalers
Candidate Info
5
years in workforce
4
years at this job
BS
Business Administration
Internal Wholesaler
- Generated over $1 billion dollars in sales for the Greater Dallas/Fort Worth Market
- Built and established relationships with several million dollar production level
- Recommend and create timely sales ideas for top level financial advisors
- Coach advisors in streamlining and annuitizing their book of business
- Learned and executed product knowledge in Unit Investment Trusts, Closed-End
- Plan and organize large-scale dinner meetings on a regular occasion
- Inside partner for National Speaker, Chief of Advisory Practices
Candidate Info
28
years in workforce
7
years at this job
BS
Physical Education
Annuity Internal Wholesaler
Internal Annuity Wholesaler, accountable for providing assistance to brokers to assure product specific questions were properly addressed and resolved with the objective of increasing their ability and confidence in selling annuities. Responsible for providing support to both external wholesalers and brokers to assure contract issues were properly covered.
- Achieved status as being in the top five wholesaling teams for sales in 2011 and 2012.
- Consistently presented annuity concepts in large group meetings.
- Actively conducted weekly conference calls on annuity products to educate brokers on different features and benefits.
- Provide technical assistance to brokers regarding product specific questions.
- Furnish illustrations to financial advisors and brokers.
- Completed extensive training on life insurance products.
- Offer support to advisors in directing calls to proper service and new business departments.
- Completed advanced sales territory curriculum.
Candidate Info
9
years in workforce
3
years at this job
BA
Anthropology
MBA
Finance And Marketing
Senior Account Manager/internal Wholesaler
Responsible for managing and growing $60 million sales territory via consultative sales strategies and building personal relationships.
- In depth knowledge of fixed, indexed and variable annuities in addition to Jackson line of life insurance products.
- Attained 140% of sales goal for 2003 and reached 150% of goal for 2002.
- Have consistently closed larger tickets through the use of more complex estate planning strategies such as CST's, ILIT's and CRT's.
Candidate Info
12
years in workforce
2
years at this job
BA
Sociology
Sales Desk Manager/ Internal Wholesaler
- Managed a team of internal wholesalers to ensure that each internal wholesaler communicates effectively and reached activity metrics for outbound sales-related calls on a daily basis.
- Trained, coached and educated internal staff on the nuances of wholesaling and the financial services industry including who our competitors are and what hurdles we need to overcome in order to win the business. Provided weekly coaching to enhance skills and territory management abilities.
- Facilitated a dynamic sales environment and maintained high levels of motivation among staff.
- Participated in weekly management calls with management to insure sales goals were being met and improve on all processes.
- Identified and groomed qualified Internal Wholesaling Associates for regional wholesaling responsibilities so as to facilitate internal career advancement.
Candidate Info
8
years in workforce
5
years at this job
BS
Business Marketing Education And Training
Insurance
Sales Support Specialist - Investment Dealer Annuity Internal Wholesaler
Served as an internal wholesaler and inbound call sales specialist servicing financial advisors
- Advised external sales organizations and their personnel, such as insurance agents, financial planners, producers and brokers on the sales procedures in submitting Nationwide annuity products in financial planning situations.
- Assisted sales force in selling products by consulting with personnel in licensing, compliance, underwriting, and administration and others to resolve problems and answer inquiries in a timely manner.
- Communicated with external sales force on a daily basis, analyzed their needs and determined the appropriate action needed to accommodate the producer.
- Compiled information such as sales activity reports, proposals and illustrations, sales results, and production reports for assigned annuity product lines.
Candidate Info
21
years in workforce
8
years at this job
BS
Biology
MBA
Finance
Internal Wholesaler
- Sold an excess of US$3B in ETF products since starting with firm
- Responsible for high degree of product knowledge for entire ETF lineup of 125 products
- Developed contacts and relationships from ground up with Advisors, and Institutions within respective territory successfully called on the following channels; RIA’s, Wirehouse, Bank & Trust, ETF Allocators, Institutions
- Contributed to various business related items for growing ETF firm
- Developed wholesaler training manual and sales tools used firm wide. Also contributed to various high level ad hoc initiatives and projects
- Navigated Chilean CCR system to register a series of ETF’s to allow investment by Chilean Pension Plans
- Contributed to International expansion plans for Europe and Latin American
Candidate Info
4
years in workforce
2
years at this job
BA
Global Studies
MBA
Financial Planning
Sr. Internal Wholesaler
- Promoted to team lead position within my division
- Actively managed two territories with External Wholesalers
- Territory rank was #6 of 130, run rate of $130m+ per year
Candidate Info
17
years in workforce
4
years at this job
Senior Life Internal Wholesaler
- Partnered with Regional Vice Presidents to achieve annual sales goals of over $10,000,000
- Maintained and established relationships with independent financial advisors to increase sales with their high net worth clients and business owners
- Used consultative sales skills to proactively market life insurance and long-term care products to existing and potential new advisors
- Successfully managed two multi-state territories
- Coordinated activities for marketing campaigns, seminars and special marketing-related projects to existing and potential new advisors
- Developed and managed business pipeline to track the status of high profile cases until the policies have been issued
- Actively worked with underwriters and new business case specialists to discuss and communicate progression of case statuses to advisors and Regional Vice Presidents
- Collaborated with Internal Wholesalers and shared ideas that support overall sales organization success
Candidate Info
16
years in workforce
5
years at this job
Internal Wholesaler- Life Insurance and Long Term Care Specialist
Influence additional Life sales through a proactive approach with agents pursuing opportunities that may otherwise not materialize.
- Partner with sales manager to achieve revenue growth through marketing campaigns, on-boarding new agents and retention with existing business.
- Successfully grew our book of solution center business, consisting of Annuities, Long Term Care and Disability Insurance by 120% in 2013.
- Provide product knowledge, excellent customer service, sales and marketing support to agents in the field.
- Run Illustrations and assist agents in pre-qualification and underwriting of prospective policyholders.
- Maintain long lasting relationships with producers and carriers through open communication, time management, appreciation and support.
Candidate Info
5
years in workforce
2
years at this job
BS
Business Management
MBA
Education & Achievements
Junior Internal Wholesaler - Arizona
Manage a top-five territory (among 90+ territories nationally), consistently generating more than $10 million in monthly sales
- Schedule meetings between my regional vice president and financial advisors, ensuring twenty or more meetings each week
- Define and target white space within my territory, acquiring prospects for new business development
- Deepen relationships with current producers, providing updates on specific products and sending sales kits and other materials
- Attend webinars and conferences with executive management teams for each fund, maintaining product expertise
- Set up events for advisors to meet with fund executives, filling all seats at the event
Candidate Info
11
years in workforce
7
years at this job
BS
Finance
Team Leader/senior Internal Wholesaler - IDG
Assisted in building a new proactive sales desk and new wholesaling model (1-3)
- Work in partnership with one external wholesaler, one internal wholesaler, and an inbound sales associate to drive sales internally in a geographically large territory
- Established several new successful campaigns in addition to bi-monthly and bi-weekly web-ex trainings targeted to different audiences
- Travel and speak at large events, kick-off meetings, and host one on ones
Candidate Info
11
years in workforce
4
years at this job
BS
Early Childhood And Elementary Education
Internal Wholesaler, Annuities Sales
Ran Territory for the top external wholesaler in the wire/bank/regional channel
- Managed day to day activity, hitting high activity goals, closing business and driving sales
- Helped manage campaigns in our online marketing center, managed business and sales using Salesforce
- Ran client meetings and explain products to financial advisors
- Helped financial advisors grow their business
- Exceeded sales goals every month
Candidate Info
8
years in workforce
10
months at this job
BS
Business Administration
Senior Internal Wholesaler
- Built relationships in Northern California and Mid-Atlantic area with a focus on raising and retaining assets.
- Identify opportunities in the IBD / RIA channel through developing a comprehensive understanding of each advisor's business model.
- Increased cross sales ratio from 23% to 32%.
- Retained 70% of existing money during liquidation events.
- Increased territory penetration from 20% to 35%.
Candidate Info
5
years in workforce
1
year at this job
BS
Business
Internal Wholesaler
- Meet client's high expectations by continuously monitoring cases through the sales pipeline by working with underwriting, case management and other departments within my organization.
- Worked directly with Regional Vice Presidents to achieve sales goals by providing internal support.
- Proactively made outbound telephone calls to Brokerage General Agencies (BGAs) and Financial Institutions to promote [company name]'s Life Insurance product suite.
- Provided Brokerage General Agencies and Financial Institutions with but not limited to valuable product training, webinars, case design and sales ideas.
- Monitored cases through the sales pipeline and helped resolve any operation and underwriting issues.
Candidate Info
17
years in workforce
11
years at this job
BA
Management
Senior Internal Wholesaler Annuity
- Responsible for sales and support within the MO/IL Broker Dealer territory and MI Wirehouse territory
- Achieved monthly goals of identifying a minimum of 24 potential cases and closing $1 million in business
- Covered a territory in the field while external partner was on leave, hosting several branch and client meetings
- Developed sales ideas and promoted them thru pro-active sales calls and virtual meetings
- Promoted dynamic asset allocation models within the VA consisting of Mutual Funds, Stocks, Bonds, ETFs, Derivatives and other alternative investments that manage volatility and mitigate risk
Candidate Info
15
years in workforce
5
years at this job
BS
Finance & Mis
Senior Internal Wholesaler
Develop new and build upon existing relationships with financial advisors/registered representatives in the Broker Dealer network within my territory (LA, MO, AR, MS)
- Proactively educate financial advisors regarding CNL distributed products and make recommendations on how to implement REITS and Business Development Companies into existing book of business
- Host client seminars, conferences, webinars and education forums for purposes of educating financial advisors regarding CNL distributed products
- Maintain knowledge of our partners' and competitors business and market performance/position in order to provide guidance to financial advisors as it relates to CNL distributed products.
- Manage administrative task of growing a developing territory of more than 1300 reps
- Travel in territory in place of external when needed to wholesale and maintain continuity
Candidate Info
9
years in workforce
5
years at this job
BA
Economics
MBA
Chartered Financial Analyst Track
Relationship Associate (internal Wholesaler)
Utilize capital markets and product knowledge to provide value to Financial Advisors through innovative Mutual Fund, SMA, Closed End, and 529 products as well as Business build[company name] ideas.
- Engage in firm sales initiatives and campaigns.
- Cultivate relationships by careful analysis & seek[company name] out proper solutions for their book of business.
- Develop a business strategy with External Wholesalers to ensure effective coverage of assigned territory.
- Uncover opportunities to expand the Voya IM brand awareness, partner[company name] with Regional Centers of Influence (COIs), sales consultants, and Sales Managers to spread our messag[company name].
- Coordinate and participate in branch office meet[company name]s and client events with and without External Partner to present our products and value-added services.
Candidate Info
7
years in workforce
3
years at this job
BA
Speech Communication
MA
Healthcare Information Technology
Internal Wholesaler
- Educate, support, and build key relationships with Financial Advisors (over 8,000) on the strategic use of Jackson’s fixed and alternative investment solutions to protect client retirement portfolios.
- Increased territory sales from Q4 ’13 to Q1 ’14 by 26%
- Prospect new Financial Advisors using a consistent 5-step sales process
- Actively utilize CRM software i.e. Salesforce.com for accurate record-keeping.
- On average, proactively set 12 sales meetings, weekly, for external partner to drive productivity and sales.
- Develop persuasive sales presentations to increase awareness with internal sales team
Candidate Info
13
years in workforce
9
years at this job
BS
Business Administration
Senior Internal Wholesaler
Responsible for inside sales and business development for Sun Life Variable Annuity products; working with Wire-house Planners and Advisors in the Southern California region.
- Build strong relationships and rapport with key distributor contacts in our various distribution channels via phone calls and written communication.
- Place outbound calls regarding product education, lead development, increase product awareness, and other attempts to gain distributors' interest in illustrating and showing our products to their customers.
- Travel within the territory to represent Sun Life Financial at sales conferences, group meetings and one-on-one meetings.
- Develop and maintain relationship between sales desk and fund partners at PIMCO and Davis
- Host sales meetings to develop positioning strategies for sub-accounts
Candidate Info
6
years in workforce
4
years at this job
BS
Applied Health Science
BA
Psychology
MA
Clinical Psychology
Internal Wholesaler
- Assist 4 Regional Vice Presidents produce approximately $10-20 million in monthly gross production of the Zacks separately managed account strategies and mutual funds.
- Lead conference calls with financial advisors and their clients explaining the benefits of implementing the Zacks products into their client portfolios.
- Create marketing materials on the Zacks products to help drive business on asset manager platforms.
- Employ Zephyr Analytics to create analyses comparing performance of the Zacks products with other asset managers.
- Utilize Salesforce CRM to conduct territory phone and email sales campaigns to initiate and maintain the relationships of financial advisors implementing the Zacks products in their client portfolios.
Candidate Info
7
years in workforce
1
year at this job
BS
Supply Chain Management
Internal Wholesaler
- Identified and uncovered sales leads
- Educated clients of mutual funds and strategies in clear and simple terms
- Conducted sales meetings and conference calls with potential clients
- Managed relationships and set appointments for External Wholesaler/Regional Manager
- Created customized sales strategies within designated territory
- Effectively analyzed and tailored solutions to individual client needs
Candidate Info
6
years in workforce
4
years at this job
BBA
Marketing
Senior Internal Wholesaler
- Acquire and develop relationships jointly with two external wholesalers through territory management by promoting Dreyfus products and services through persistent proactive outbound calls to prospective and current clients.
- Inform Financial Advisors of specific product features, sales ideas and marketing materials.
- Provide top producing Financial Advisors with monthly performance, product and financial updates and/or changes.
- Answer direct inbound calls from clients with product specific questions, literature requests, or special requests (Zephyr Analysis, Thompson One Hypotheticals, Morningstar Portfolio Analysis, etc).
- Update the ONYX CRM system as needed with up to date profile information for Financial Advisors for use in integrated marketing campaigns.
- Conduct communications inline with compliance rules and regulations.
- Increased year over year sales by an average of 10% for 2005-2007 through cohesive and regular contact by myself and external partner.
- Achieved Dreyfus Presidents Club status (top 10 wholesaling teams in the country) for 2005 and 2006.
Candidate Info
11
years in workforce
5
years at this job
BS
Marketing
Regional Sales Associate/internal Wholesaler
Made outgoing sales calls to financial advisors to present our non-traded real estate investment trust and private placements
- Assisted external wholesaler in scheduling appointments
- Assisted in sales webinars with financial advisors and clients
- Responsible for prospecting for new clients within a four state sales territory
- Took incoming calls from financial advisors and clients with sales inquiries and updates on current and past programs
Candidate Info
18
years in workforce
1
year at this job
BA
History And Communications
Internal Wholesaler
Promote, market and educate advisors on company's products and services using effective sales and marketing techniques.
- Possess knowledge of all company products and creative ways to market these products to agents using advanced marketing concepts.
- Provide case design for advisors to meet their clients' needs
- Work with financial advisors to uncover new opportunities
- Proactive outbound sales calls and follow up activities with advisors
Candidate Info
10
years in workforce
8
years at this job
BA
Management
Internal Wholesaler
- Support a territory of three thousand financial advisers with an emphasis on service to top producers.
- Train new and existing team members on non-proprietary variable, fixed, and equity indexed annuity products.
- Build and manage external vendor relationships within the Metlife Broker Dealer Group’s strategic partner program.
- Analyze an adviser’s book of business to identify and highlight missed sales opportunities.
- Counsel advisers on which mutual funds, annuities, advisory platforms, and exchange traded funds would be most suitable for their clients.
- Drive sales within proprietary advisory platforms by highlighting the advantages and features of the program as compared with other products.
Candidate Info
11
years in workforce
4
years at this job
BS
Bachelor of Science
Senior Internal Wholesaler
Proactively conducts outbound sales calls, prospecting, generating leads, and setting appointments.
- Generate sales ideas; conduct weekly teleconferences and web casts as a complement to sales calls.
- Present portfolio construction and practice management assistance to advisors to develop strong relationships.
- Ensure to contact RIAs, wire houses or independent financial advisors to present different product range
- Partner with Regional Vice President on development of regional business plan and execution of Plan.
- Discuss financial domestic and international markets along with portfolio strategies.
- Conduct competitive evaluation within product line-ups and maintain information about the industry.
Candidate Info
20
years in workforce
5
years at this job
BS
Business Management
Senior Internal Wholesaler
- Responsible for growing fixed annuity business with Broker General Agency Firms in defined geographic area.
- Increased sales by 30% from 2007 to 2008.
- Educate and train customers on fixed annuity products and Genworth's value proposition for BGA's.
- Create and maintain relationships with the BGA firms annuity sales principals and marketing representatives.
- Provide expertise, sales ideas, sales illustrations to marketing organizations.
- Partner with external wholesaler and distribution channel partners to drive annuity
Candidate Info
9
years in workforce
3
years at this job
BA
Economics
Internal Wholesaler
- Drive Wells Fargo funds sales to Financial Advisors through a phone based consultative approach.
- Co-manage $250M+ gross sales territory with external partner.
- Develop relationships to expand existing client base and uncover new opportunities.
- Attend industry conferences and host regularly scheduled meetings/events in territory
- Represent the internal sales desk as a Leadership Council team member.
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