Brian Stubbs Email & Phone Number

Greater Philadelphia Region

Highly focused and consultative sales professional with close to 25 years' experience in the retirement plan space.

Greater Philadelphia Area- East Region

As Regional Vice President at Ascensus, I was responsible for driving new sales through defined contribution-focused Financial Professionals and Key partner relationships. This included working with independent, Registered Investment Advisors, or Fee based advisors, wire houses, broker dealers, and bank relationships as well as Third Party.

Dresher, PA

• Responsibilities included consulting with Key Financial Professionals, Strategic Partners and Investment-Only fund wholesalers to drive new sales, manage retention and promote organic growth of existing business to.
• Drove new sales and provided support as internal point person for Key Financial Professionals, Strategic Partners and Regional Service Specialists across 3 territories and 9 states including New Jersey, Delaware.
• Visited Financial Professional or Strategic Partner branch offices to promote Ascensus products. Consult with Financial Professionals to develop and implement winning strategies in order to capture new sales, as well.
• Developed organic growth opportunities and enhanced existing business by partnering with Financial Professionals to review product design.Result: Over the 5+ plus years in the role, contributed to bringing in $500,000.

Dresher, PA

• Managed all aspects of the client relationship and provided plan administration and compliance services for 24 Mid-Market accounts ranging from $10 to $24 million in assets for our largest institutional banking partner.
• Built and maintained strong business relationships with high net worth clients providing consultative expertise and ensuring high customer satisfaction.Result: Achieved a 100% retention rate and secured over $700,000.
• Worked with Project Management team managing several ad hoc projects to implement department-wide procedures and enhancements, leading to increased efficiency and improved service and communication with the partner and.

Dresher, PA

• Managed a team of 16 Client Service Associates focusing on 401(k)’s & 403(b)’s in a service group environment. Developed and trained associates on newly- acquired partners and products. Consistently met service level.
• Set and maintained performance standards to increase productivity by conducting associate call monitoring, establishing meaningful call performance measurements, and assisting in the ongoing development of.
• Promoted a positive work environment fostering teamwork, support and growth, maintaining high team morale especially during peak periods. Established recognition and reward program based on key service metrics.Result.

West Chester, PA

Supervised a staff of 15 NASD registered representatives within a call center environment specializing in Retirement including Variable Annuity & Life Insurance. Responsible for my team meeting set performance standards and managing all aspects of employee developement and successull career goals.

Wayne, PA

Gained experience in all areas of commercial and consumer lending in the automotive industry including customer service, sales and collections, lease retention sales, lease termination, and wholesale auditing.

Chester County, PA

Working with The HomeQuest program in Chester County, Pennsylvania, we provided a range of services for dependent and delinquent youth county-wide. These services included three contacts per day, family sessions, and groups, in addition to many ancillary services. I worked with the youths to participate in community service together and participated in.

Bachelor Of Science (B.S.), Criminal Justice And Corrections

Activities and Societies: Delta Chi Fraternity

English Literature (British And Commonwealth)

Activities and Societies: Baseball