(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

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.

  • 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
Wittenberg University Springfield, 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

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score
could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


resume Strength

  • Formatting
  • Length
  • Personalization
  • Target Job

Resume Overview

School Attended

  • Wittenberg University

Job Titles Held:

  • Owner/Agent
  • National Annuity Director & Regional Life Director
  • Regional Vice President
  • AVP & Wealth Management Advisor
  • Regional Wholesaler


  • Bachelor of Arts

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: