Brad Calhoun

Brad Calhoun Email and Phone Number

Business Development Professional | MBA, Financial Planning, Retirement Expert @ Brookdale
brentwood, tennessee, united states
Brad Calhoun's Location
Franklin, Tennessee, United States, United States
Brad Calhoun's Contact Details

Brad Calhoun work email

Brad Calhoun personal email

About Brad Calhoun

BUSINESS DEVELOPMENT PROFESSIONALTop-performer with extensive experience wholesaling, building and managing relationship, and leading successful sales teams in large territories. Highly successful launching products in untapped markets, turning around underperforming regions, and startup ventures. Uncovers new opportunities, builds lasting relationships, and utilizes consultative selling techniques. Polished speaker who excels in delivery. Areas of Expertise:New Business Development Regional Sales ManagementLeadership & Mentoring Account ExpansionChannel Development Problem SolvingCompetitive Analysis Market PenetrationPresentations Proposal DevelopmentFinancial and Investment Consulting Relationship Management

Brad Calhoun's Current Company Details
Brookdale

Brookdale

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Business Development Professional | MBA, Financial Planning, Retirement Expert
brentwood, tennessee, united states
Employees:
12524
Brad Calhoun Work Experience Details
  • Brookdale
    Senior Financial Analyst
    Brookdale Aug 2022 - Present
    Brentwood, Tennessee, United States
  • Aimcor Eig
    Regional Director
    Aimcor Eig Apr 2020 - Jul 2022
    AimcoR Enterprise Insurance Group (AimcoR EIG) is the marketing division of AimcoR Group, LLC that focuses on marketing and collaborating with institutional and B2B relationships across the country. Comprised of 23 regional offices located across the country, AimcoR EIG operates as a single entity, and is comprised of over 80 point-of sale wholesalers and almost 300 employees, spanning across all 48 of the continental United States.AimcoR EIG is focused on engaging with institutional partners to drive protection based Life, Long-Term Care, Disability Income and Annuity insurance solutions that enhance advisor's capabilities to offer holistic financial planning services to their clients.We take a Creative, Consistent and Compliant approach to the institutional space and are dedicated to delivering platforms that simplify the advisor experience, streamline the application and underwriting process and increase revenue from insurance products.By creating a unified process and technology platforms, we are committed to being a driving force of innovation in the B2B market.
  • Calhoun Properies, Llc
    President
    Calhoun Properies, Llc Jun 2013 - Jul 2022
    Franklin, Tennessee, United States
    Built and managed a successful real estate investing company with over $6 million in rental properties. Purchased, refurbished, and sold properties for profit.• Researched and evaluated real estate house deals, analyzing cost and profit data.• Manage investment portfolios, research foreclosure, short sale, REO, and traditional realestate transactions.• Acquire and manage rental properties.• Negotiate complex real estate transactions.• Project manage property valuation, accurate expense projections, and short hold timemanagement.• Manage contractors, and entire home renovation.• Analyze cost to maximize returns by improving the flip property.
  • Suntrust Bank
    Institutional Retirement Strategist
    Suntrust Bank 2013 - Feb 2020
    Greater Nashville Area, Tn
    Managed consultative selling and relationship management of institutional retirement plans from startups to $300 million throughout Southern and mid-West states. Provided fiduciary investment management 3(38) and investment advisor 3(21) services.∙ Built and maintained a robust network of internal referral partners helping to deepen banking client relationships.∙ Selected to represent sales team on Teammate Advisory Group as liaison to executive management.∙ Collaborated with Corporate Marketing delivering compelling proposals and customized RFP responses.∙ Consistently exceeding sales goals by as much as 200% each year.∙ Four-time winner of SunTrust Performance Excellence Award at Platinum and Gold levels.
  • Shoemaker Financial
    Managing Director
    Shoemaker Financial 2011 - 2012
    Greater Nashville Area, Tn
    Managed a team of Financial Planners, Registered Representatives, Investment Advisor Representatives and office support staff. Provided expertise and strategic leadership to Financial Advisors.∙ Designed recruitment strategies to strengthen the strategic, operational, and business plans.∙ Selected for membership in Leaders Building Leaders and Agency Management Resource Group.
  • My Retirement Account Services, Llc
    Vice President / National Sales Director
    My Retirement Account Services, Llc 2010 - 2011
    Developed, built, and implemented Sales, Marketing, and Relationship Management strategies for promoting self-directed retirement plans from the ground up; including a national sales team of seven for wholesale and retail models.∙ Created Sales and Marketing campaigns that rapidly established national presence in the alternative asset investment market through educational webinars, association seminars, and speaking engagements at industry trade shows.
  • Ing
    Investment Advisor / Relationship Manager
    Ing 2008 - 2010
    Served as Investment Advisor and Relationship Manager for Metro Nashville MetroMax 457 Plan with assets of $160 million and 6,300 participants. Managed client retention and profitability efforts. ∙ Generated 150% of sales goal.∙ Ranked in top 50 advisors in the country.
  • Lincoln Financial Distributors
    Regional 401(K) Sales Director
    Lincoln Financial Distributors 2007 - 2008
    Served as wholesaler of group retirement plans ranging from startups to $15 million, to intermediaries including FA, RIA, broker, and bank channels throughout the Southeast.∙ Developed strategic relationships with TPAs and key producers.∙ Conducted Continuing Education seminars.∙ Provided updates on industry trends and sales ideas to stay ahead of the competition.
  • Oppenheimerfunds
    Retirement Wholesaler
    Oppenheimerfunds 2005 - 2007
    Wholesaled mutual funds and group retirement plans to intermediaries including financial advisors, brokers, and RIAs in the Pacific Northwest ranging from startups to $30 million. ∙ Exceeded $180 million sales goal by $30 million as a result of developing key producers through a consultative approach and e-wholesaling
  • Mutual Of America
    Senior Retirement Plan Consultant
    Mutual Of America 2004 - 2006
    Sold, managed, and administered retirement plans ranging from startups to $150 million for clients in Colorado, Nebraska, Kansas, Wyoming, and Utah. Educated clients on product features, negotiated contracts, and navigated obstacles to close sales.∙ Conducted meetings with client decision-makers identifying opportunities to enhance relationship and expand business.∙ Achieved 250% of sales goal in first year
  • United American Insurance
    Regional Director
    United American Insurance 1998 - 2005
    • Hired, trained, and managed 8 unit managers, with 96 agents marketing life insurance, individual annuities, LTC insurance, health insurance, Medicare supplements, and retirement plans to individuals and small businesses in the Midwest and Pacific Northwest.• Increased branch’s annual production 615% within 8 months and top 5% in recruiting in the company.

Brad Calhoun Skills

Series 6 Series 7 Series 63 Series 65 Insurance Planning Financial Planning Financial Management Financial Advisory Disability Insurance Insurance Management Sales Management Retirement Planning Retirement Plans Retirement Services Retirement Solutions Retirement Income Strategies Investments Investment Advisory Investment Products Investment Strategies Alternative Investments Mutual Funds Ira's Roth Ira Simple Ira Sep Ira Rollovers Annuities Strategic Financial Planning Training And Development Retirement 401k Fixed Annuities Insurance Iras Estate Planning Defined Benefit 401k Rollovers Financial Markets Leadership Territory Development Sales Process Mentoring Employee Training Territory Management Financial Advice Continuous Improvement District Sales Management Business Development Management Account Management Customer Service Strategic Planning Training Team Building Sales

Brad Calhoun Education Details

Frequently Asked Questions about Brad Calhoun

What company does Brad Calhoun work for?

Brad Calhoun works for Brookdale

What is Brad Calhoun's role at the current company?

Brad Calhoun's current role is Business Development Professional | MBA, Financial Planning, Retirement Expert.

What is Brad Calhoun's email address?

Brad Calhoun's email address is wb****@****ail.com

What schools did Brad Calhoun attend?

Brad Calhoun attended Regis University, Georgia Southern University, Gordon State College (Official).

What skills is Brad Calhoun known for?

Brad Calhoun has skills like Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning.

Who are Brad Calhoun's colleagues?

Brad Calhoun's colleagues are Stacey Mason, Alexis Jama, Rossalyn Fisher, Ashanta Williams, Daniel Quillinan, Hannah Van Dorn, Adele Burnett.

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