Regional Vice President Annuities Wholsaling Florida Resumes in US-Florida-Tampa: Chad

Regional Vice President Annuities Wholsaling Florida Resume

Contact Candidate

Name:

Chad

Location:

US-Florida-Tampa

Experience:

Most Recent Job Title:

Regional Vice President Annuities Wholsaling Florida

Objective:

To continue a successful wholesaling career where I add value by continuing to strengthen current and develop new relationships, build new territory opportunities and produce results within a competitive marketplace.

Resume Text:

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SUMMARY OF QUALIFICATIONS

Extremely talented, self motivated, enthusiastic Financial Sales professional with a strong background in Mutual Funds, Annuities, Alternative Investments and Financial Planning. Proven revenue generator in all market conditions. Adept at consulting with Financial Professionals and individual investors assisting them to help reach their financial goals. Outstanding relationship building, training and presentation skills. Intelligent, articulate and driven to succeed.

CORE COMPENTENCIES:

Financial Planning

Territory Analysis Annuities

Budget Management Public Speaking Qualified Plans

Negotiation

Client Relationship Management Mutual Funds

PROFESSIONAL EXPERIENCE

ING, West Chester, PA

6/2007 to Present

Regional Vice President (Florida Territory)

-Increased territory production by more than 50% in 6 months in 2007.

-Garnered a significant amount of IXI market share in a short amount of time.

-Developed strong and lasting relationships with NYSE and Regional Advisors.

-Assisted advisors in communicating complex sales strategies to their clients in a simple manner.

-Worked closely with Firm Annuity and Mutual Fund Regional Coordinators.

-Focused on and developed new distribution opportunities.

NATIONWIDE FINANCIAL, Columbus, OH 10/2004 to 6/2007

Divisional Vice President (Southeastern Territory)

-Responsible for the growth of the Southeast Territory from $67 Million to $394 Million over 3 years

-Consistently led the division in sales and was the leader for 2005 and 2006

-Successfully managed internal partner relationship and fostered opportunities generated from referrals and follow up.

-Maintained key account relationships with Third Party Investment Advisors and Strategic Fund partners

-Educated advisors on building endowment style portfolios using Alternative Investment sub accounts.

LBS CAPITAL MANAGEMENT, Clearwater, FL

3/2000 to 10/2004

Vice President Of Sales and Marketing

-Developed and managed a sales and marketing force for a SEC registered Investment Advisor.

Hired, Trained, and Developed a staff of 5 sales professionals focused on providing investment management and TPIA relationships to a network of national Independent advisors and ultra high net worth clients

-Increased sales by 114% in 2004

-Increased sales by 197% in 2003

PROFESSIONAL LICENSES

Series 7,24,63,65

FL Life Health and Variable Annuity

EDUCATION

FLORIDA STATE UNIVERSITY, Tallahassee, FL

B.S. Economics/Political Science

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