- Maintained communication and support for external sales force.
- Contacted financial professionals to generate sales for long-term care products offered by the company.
- Managed 5 territories internally and supported the external wholesaler.
- Worked as the Internal Wholesaler Unit Leader to train and support internal wholesale staff.
- Prepared illustrations for external sales force.
- Assist Regional Director with recruiting, maintaining, and growing Financial Advisors.
- Setting up new Financial Advisors in the system and reaching out to them for an introduction call/discovery call.
- Fluent with the company’s CRM platform to track/record activity.
- Coordinating the Regional Director’s delegations and ensuring proper handling.
internal wholesaler (level 3)
- Partnered with a External Wholesaler to achieve a sales goal of $78mm/yr
- Increased total annuity sales from ’18-’19 by 208% (from $55mm to $110mm)
- Communicated actionable sales ideas to financial advisors to present to their clients
- Created efficient and repeatable processes with the EW that allowed the territory to be #2 in 2019 YTD Sales (150% Run Rate)