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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)

internal wholesaler

  • 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

  • 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.

internal wholesaler

  • Maintained communication and support for external sales force.