Conscientious, authentic and reliable sales professional with 24 Years of experience in annuity and insurance wholesaling, seeking a business development or sales management opportunity. Extensive experience across several distribution channels including bank, independent broker dealer, wirehouse, property & casualty and life insurance agencies.
Skills
Business Development - #1 producer of Ohio National fixed indexed annuities in 2017 & 2018 in agency distribution
Seminar Development and Delivery - Delivered over 100 client facing group sales presentations focused on retirement planning strategies
Public Speaking - Possess superior communication skills and have delivered over 2000 group presentations on annuity & insurance concepts
Needs Assessment and Problem Solving - Working with financial advisors and their prospects/clients in a diagnostic capacity with a goal of helping offer solutions that meet customer needs
Advisor Training and Education - Trained, coached and mentored thousands of financial advisors
Territory Management - Highly adept at geographical sales rotation, budget, time, expense and project management
Education
Wittenberg UniversitySpringfield, OH, Expected in 05/1997 – –Bachelor of Arts:History - GPA:
Work History
Alteryx Inc. - Owner/Agent Las Vegas, NV, 01/2021 - Current
Managed day-to-day business operations.
Operate as an independent life insurance agent.
Partner with property & casualty agencies in an effort to help them drive annuity and life inusrance revenue.
Ohio National Financial Services Inc. - National Annuity Director & Regional Life Director City, STATE, 04/2019 - 01/2021
Responsible for annuity business development Nationally
Worked closely with the Director of Advanced Sales to implement and roll out progressive annuity and life insurance strategies
Due to organizational changes brought about by the Pandemic, accepted responsibility for life insurance business development in Northeast Ohio for 2020
Provided sales training for Life Field Directors Nationally and participated in agency sales calls on a weekly basis
Delivered group sales presentations and webinars routinely
Assisted agency partners in joint point of sale customer presentations
21% Year over Year sales increase in 2019
22% Year over Year sales increase in 2020
Obtained Life Underwriter Training Council Fellow designation in 2020
PNC Wealth Management - Regional Vice President City, STATE, 06/2010 - 09/2018
Field consultation with and wholesale support for bank, independent, wirehouse and agency channels
Worked closely with the life insurance Regional Vice President to implement advanced life & annuity strategies
Company leader in fixed indexed annuity agency sales for 2017 and 2018
Responsible for $75,000,000 annuity sales premium in 2018, realizing a 100% increase from the previous Year
Consistently exceeded sales goals and ranked in top quartile for the Company annually
Western & Southern Financial Group Distributors - AVP & Wealth Management Advisor City, STATE, 06/2007 - 05/2010
Wholesaler of PNC Wealth Management services, covering PNC financial advisors and bank branch staff in northern Kentucky and southeast Ohio
Regularly conducted branch and regional lunch and learns, team huddles and meetings, introducing wealth management services and providing training on referral opportunities
Assessed client and prospect needs for wealth management and insurance services
Delivered exceptional client experience through timely insight, education and leading client review conversations
Assisted clients and prospects in navigating through solutions available from PNC Wealth Management as well as our insurance partners
Acted as "financial Quarterback," customizing client teams that best aligned with their needs & objectives
Company Name - Regional Wholesaler City, State, 07/1997 - 05/2007
Served as internal wholesaler from 1997-2001, providing sales support to the Regional Vice President as well as bank based financial advisors in assigned territory
Promoted to Regional Sales Manager in 2001
Moved to Harrisburg, PA from 2001 to 2004 to focus on annuity distribution in Pennsylvania, West Virginia and Maryland in bank and independent broker dealer channels
Relocated to Cincinnati, OH in 2005 as Regional Sales Manager covering bank relationships, Ohio, Kentucky, West Virginia, Pennsylvania, Maryland and Washington, D.C.
Partnered with life insurance Regional Vice President to cross serve customer base and deliver value added solutions
Regularly conducted bank referral and sales training for licensed and non-licensed branch staff
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School Attended
Wittenberg University
Job Titles Held:
Owner/Agent
National Annuity Director & Regional Life Director
