Brad Dirksen, Mba, Aif® Email & Phone Number

Minneapolis, Mn, Us

Greater Minneapolis-St. Paul Area

I serve as the focal point for both existing and new financial institutions and related product partnerships. My responsibilities include relationship management with financial institutions and financial advisors to contribute to selling new business and growing existing business organically. I also provide the sales team with support via dedicated alignment and execution of coordinated sales strategies with the Regional Account Managers and New Business Development Managers and help to develop and execute those growth strategies that will deliver growth to the business line and Cetera Investment Services.

With over 20 years of extensive knowledge in the retirement industry, I have a long track record of helping advisors achieve greater success. As a business partner, differentiating between creating value and product delivery is critical. Driven by an understanding of you and your client’s needs, my team and I offer a wide array of plan types from 401(k), ERISA 403(b), DB, cash balance to non-qualified or other executive benefit plans in a bundled or unbundled environment. My team assists in point-of-sales presentations to prospective clients, offers streamlined on-boarding services, and provides single point-of-contact service to plan sponsors and advisors.

Managed consulting functions for a Third-Party Administrator (TPA) of retirement plans. Oversaw assigned territory, and developed new client prospects and referral sources to increase retirement plan sales.Effectively provided support to advisors and wholesalers within a defined territory. Analyzed plan providers, coordinated RFP responses and prepared prospect proposals. Organized and coordinated educational services for advisors, and communicated regularly with my client advisors. Accurately forecast future closed sales and met quarterly and annual sales goals.

Hired to develop financial reports for the executive management team and work closely with product managers to fully understand product offerings and make them more adaptable for other customers and markets.Successfully gathered and delivered over two thousand client surveys, and reported them to the management staff.Effectively managed the operational requirements gathering process for our demand management schedule and new product implementation projects.

Managed and maintained company’s proprietary B2B website. Played key role in management of website design, development, testing, and implementation. Supervised project teams of up to eight persons and coordinated multiple projects simultaneously.Earned three Quarterly Awards for Superior Performance. Improved efficiency by identifying user requirements and recommending necessary enhancements.  Facilitated business growth by carrying out rebranding efforts and creating promotional strategies. Saved company $70,000 by serving as acting department manager for over one year.

Mba, Management

Bs, Finance, Real Estate, Insurance, Accounting

Education record