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Sr. Life Wholesaler
Education: College studies.
Affiliations: Series 6.
Description: Accomplished and resourceful Financial Services Sales Professional with a proven record of leadership and results. Skilled communicator, presenter and relationship builder at all levels. Heavy Senior Internal Wholesaler expertise. Directly responsible for South Central US sales territory. Surpassed annual territory goal of $8M in target premium by August. Consistently above 150% of monthly sales figure. Highly specialized case design background (Premium finance, 1035 loan rescues) with an advanced understanding of the IUL marketplace and recent AG 49 regulations by NAIC, upcoming DOL rulings and the impact on financial services industry. Experience as Relationship Manager. Managed three national Broker-Dealer relationships with 1,400 total agents. Responsible for $1.1M of total annual revenue and first half of following year, for this Marketing Group prior to moving to the carrier, was responsible for $.85M in revenue. On a daily basis, responsible for new business development via outbound agent recruitment while maintaining current producer base with innovative sales ideas and case design solutions. Proven ability to cross-sell the entire Marketing Group platform: Life, Annuities, Long Term Care, Disability Income, Group Insurance and Premium Finance. Experience as Internal Wholesaler. Was able to quickly master complexity of overall life product marketplace. Developed deep expertise in carrier niches and overall platforms to better serve producers.
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