Brian Peterson Email & Phone Number

Minneapolis, Mn

Newark, New Jersey, Us

Bellevue, Wa, Us

• Responsible for distribution of fixed indexed, fixed, immediate and structured annuities• Embraced new technologies to drive sales virtually and in person• Utilize knowledge of capital markets and asset allocation theory to help advisors target and implement appropriate strategies• Educate advisors on positioning of products in conjunction with model portfolios

St. Petersburg, Florida, Us

• Built top performing territory generating $350 million in annuity sales.• Lead firm in totals sales, percentage growth, and new advisor activations• Responsible for distribution of fixed indexed, fixed, immediate and structured annuities• Assisted advisors with Case Design, Income Planning, and product implementation

Territory: North Carolina, South Carolina, Southern Virginia All Channel• Responsible for distribution of mutual funds and retirement products• Create and maintain deep customer relationships across Wire, Independent and Regional Firms• Maintain multi zone territory rotation utilizing Market Metric data to insure proper coverage and efficient scheduling to avg. 25 individual meetings per week

Des Moines, Iowa, Us

Territory: North and South Carolina: IBD, Bank, Regional • Revitalized North and South Carolina territory and built to 144% of annual goal in 2016 #• Consistently grew territory sales with 50% growth 2016 and 33% growth 2015• Created and maintained deep customer relationships across IBD and Regional firms• Maintain multi zone territory rotation utilizing Market Metric data to insure proper coverage and efficient scheduling to avg. 25-30 individual meetings per week• Presented at seminars, lunch and learns, one on one meetings with top producers, conferences and end clients

Des Moines, Iowa, Us

Territory: Indiana and Southwest OH, Wire House, IBD, Bank, Regional• Developed startup territory with $20m total annual sales, $3m in Wire House sales, into established territory with $75m in Wires, $150m total sales annually from 2009-2013• Redesigned territory to focus on model placements within top producers’ portfolios • Collaborated with internal wholesaler, product specialists, and key accounts team to focus on top mutual fund producers• Presented extensively on CE and client seminars to build new relationships with COIs and advisors• Developed and maintained rotation to insure coverage and avg. 40 meetings per week.

Des Moines, Iowa, Us

Territory: TX & LA Wire House, IBD, Regional, Bank• Top performer on sales desk from qualitative and quantitative metrics promoted to external wholesaler in 18 months • Partnered with external wholesaler to drive new business and grow market share• Won quarterly best presenter challenge on several occasions and developed a toast master style organization to aid peers with presentation skills• Traveled quarterly to key client meetings and broker dealer conferences to present firm’s products and value add ideas

Chicago, Illinois, Us

• Educated investors and business owners on annuities, mutual funds, and insurance• Partnered with 20 insurance producers to bring security transactions to their clients• Top 10 in division Q1 2007• Taught advanced sales classes to new trainees.

Bs Business Administration, Finance

Bachelor Of Science (Bs), Finance, General