Divisional Vice President External Wholesaler Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Vice President - External Wholesaler
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Work History
DIVISIONAL VICE PRESIDENT, External Wholesaler, 07/2014 to 11/2016
Desjardins Group Saint Georges, DE,
  • Relocated to Minnesota in July 2014 to lead the sales of AIG Annuities and SunAmerica Mutual Funds in the Upper Midwest, states include: MN, IA, NE, ND, SD & WI.
  • Established relationships with financial advisors across multiple firms in the Financial Institution Division to expand distribution and rapidly grow sales and market share.
  • Key Achievements: Sales Performance.
  • Closed $51.248 million in annuity business January 2016 thru October 2016.
  • Closed $64.924 million in annuity business in 2015 (17% above 2015 goal), while getting established in a territory without any relationships prior to starting in July 2014.
  • This also resulted in a 44% increase in business from the previous wholesaler's best year and total market share of approximately 15%.
  • Relationship Development.
  • Added 53 new variable and index annuity producers in 2015, finishing third in a division of 30 wholesalers for new producer count.
  • Territory Management.
  • Strategically established five rotations to maximize time spent developing sales relationships in the territory, averaging 25 meetings per week.
  • Also, effectively allocated the travel and expense budget to ensure greatest return on investment.
REGIONAL VICE PRESIDENT, External Wholesaler, 07/2013 to 06/2014
Transamerica Capital City, STATE,
  • Relocated to New England to wholesale Transamerica's variable annuity products in the northern New England territory.
  • Left Transamerica in June 2014 after being recruited to pursue a wholesaling opportunity in home state of Minnesota.
  • Key Achievements:.
  • Sales Performance.
  • Closed $48 million in new variable annuity sales in the first nine months in the territory after relocating from Minnesota without a single relationship; on pace to exceed 2014 goal of $75 million.
  • Finished April 2014 with a new territory record in monthly variable annuity sales of $7.67 million.
  • Peer Leadership.
  • Nominated by Divisional Sales Manager in November 2013 to contribute and participate in Transamerica's 2014 "Rising Stars" group, which included nine external wholesalers all identified as next generation sales leaders at the firm.
  • As of April 2014, personal year-to-date sales production ranked second out of nine.
REGIONAL DIRECTOR, External Wholesaler, 01/2011 to 06/2013
City, STATE,
  • Responsible for the sales of separately managed ETF strategies within broker-dealers in the East Region, including 17 states.
  • Executed strategic plans to accelerate sales in new firms and advance production from existing client base.
  • Key Achievements:.
  • Sales Performance.
  • Raised $291 million in gross new assets Q1 2011 through Q1 2013 by coordinating plans to increase production from existing client base and by establishing relationships with prospective financial advisors at new firms; adding 44 new relationships in 2012 and 17 new relationships Q1 2013.
  • Leveraged third-party points of contact.
  • Multiplied QA's business development results by establishing beneficial partnerships with broker-dealer Regional Consultants and internal sales desks to strengthen QA's messaging throughout the territory.
  • Partnership activities included: Road shows, conference break-out sessions, group product trainings, and joint sales meetings.
REGIONAL VICE PRESIDENT, External Wholesaler, 09/2010 to 12/2010
  • Promoted to RVP to revitalize an underperforming territory in Minnesota and North Dakota.
  • In Q4 2010, parent company Ameriprise Financial wholly exited third-party distribution, leading to the elimination of all wholesaling related positions.
  • Key Achievements:.
  • Sales Performance.
  • Revitalized an underperforming territory by re-engaging historical producers and expanding into new firms to close $6 million in new business within the first 90 days.
  • Maximized Activity.
  • Increased wholesaling activity in a downward trending territory to finish second (of 23) within the first 30 days in the role; result achieved without the support of a dedicated internal wholesaler.
RiverSource Annuities City, STATE,
  • Key Achievements:.
  • Recognition.
  • Awarded the 2009 MVP "Internal Wholesaler of the Year"; selection made by President of RiverSource Annuities.
  • Self-Motivated & Leadership.
  • Consistent top performer; finished first in outbound contacts (2007-2009), finished third in point-of-sale phone meetings (2007-2009), finished first and third for recorded time consulting (2008,2009); on pace to finish in top 10% in 2010 before being promoted to Regional Vice President.
FINANCIAL ADVISOR, 01/2005 to 01/2007
Internal Wholesaler, RiverSource Annuities City, STATE,
Relationship Building - Public Speaking - Territory Management - Consultative Selling - Business Development Client Prospecting - Budget Management - Networking - Product Positioning & Training
Bachelor of Arts: Economics & Religion, Expected in 2005
Economics & Religion
Additional Information
  • CERTIFIED FINANCIAL PLANNER professional (#157606) Active FINRA Series 6 & 63 licenses Active Variable Life Insurance license

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Job Titles Held:
  • DIVISIONAL VICE PRESIDENT, External Wholesaler
  • REGIONAL VICE PRESIDENT, External Wholesaler
  • REGIONAL DIRECTOR, External Wholesaler
  • REGIONAL VICE PRESIDENT, External Wholesaler
  • Bachelor of Arts