Barb Ernst, Cfp® Email & Phone Number

Recruit, develop and lead a distribution team of virtual wholesalers, with a primary goal to drive growth of life insurance and retirement planning products. The virtual wholesaling team partners directly with our Trusted Advisors to develop processes and understand product solutions which will help more families plan their financial futures and protect the people and things that matter most.

National Team, Northwest And California Regions

Advanced Sales support and case design. Work closely with field leaders, sales producers, and strategic partner resources to provide technical support and develop optimal solutions for customers. Provide research, recommendations and point of sale support to address complex financial needs and deepen customer relationships. Develop new business opportunities by acting as a mentor, and provide expertise in all areas of Advanced complex case design, wealth transfer and business markets. Design and facilitate instructor led education to develop sales producers skills, technical knowledge and use of available tools and resources.

Idaho, Montana, Utah And Eastern Wa

Develop and enhance relationships with financial partners and serve as marketing and technical expert. Educate and assist Financial Advisors with market positioning and long term care solutions through a consultative approach, including assisted customer sales.

Led team of 10 external wholesalers in all sales efforts and goals of assigned life insurance and annuity products. Attracted, retained and developed external wholesaler team and built successful partnerships working collaboratively with sales leaders and producers. Worked closely with product and marketing groups to integrate business plans and objectives. In conjunction with National Sales Director, established performance metrics and measurement tools for national team results and accountability. ~ Annual sales plan comprised of $74 million in first year life premium, 70,000 issued life insurance applications and $400 million in annuity deposits. ~ Delivery of product and process education. Launched a new whole life insurance product in June 2013, adding $2.9 million in premium sales. ~Developed, managed and measured team’s annual territory management budget of $550,000.

Promoted Allstate Financial annuity products through office visits, product and sales training. Participated in and coordinated public seminars and joint sales calls. Assisted producers with product positioning and customer case consultation with a focus on increasing Advanced Sales/Business cases. ~ Achieved individual territory (ID, WA, OR, AK, HI, UT, NV) sales plan of $ 22 million in annuity deposits and oversaw assigned four-team member goal of $ 225 million deposits. ~ Introduced Guaranteed Retirement Income Planning Program and launch of Indexed Annuity product suite with a growth oriented option or lifetime income rider option. ~Earned Wholesaler of the year award in 2012 by finishing #1 of 11, at 292% to sales plan. ~Conducted 52 client retirement and social security education seminars.

Promoted foundational life insurance products to agencies and staff through office visits. Demonstrated the sales process and educated product. Provided both individual and group product and sales training. Improved number and size of life applications taken in assigned agencies either not on pace to meet business objectives, or requesting additional assistance. Surpassed sales goals in assigned agencies each measurement period.  Received 2011 Wholesaler Peer Award.

Northwest Region

Recuriting, coaching, education, sales growth and compliance activities in support of the financial services business strategies. Forecast producer appointments, anticipate turnover and develop contingency plans. Designated Supervisory Principal (Series 24), ensuring Personal Financial Representative compliance with Broker Dealer policy and procedures in accordance with SEC, FINRA and regulatory requirements. Work with assigned agencies regarding product selection and business consultations to increase sales and generate profitable premium growth. Conducted joint sales calls and activities.

Bacelor Of Science, Business Administration And Management, General

Achieved BS in Business Administration through the NYS Regents College, now known as Excelsior College. Regents was a pioneer in "distant.

Clu, Chfc, Ricp, Cfp