• 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.

• 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)