Brian Wilson Email & Phone Number

Chicago, Illinois

Leader for 55 person team accountable for all aspects of field recruiting and development, including new agent recruiting and onboarding, agent and leadership development, advisor development and learning management systems. This unit functions across multiple business units and product lines, including life, LTC, annuities, Medicare supplement and investment products.• Consistently drive mid-volume (4,500+ new contracts) recruiting lead gen through partners including Indeed, ZipRecruiter and LinkedIn.• Implement campaign focused licensed agent recruiting programs to supplement and enhance existing resume sourcing programs.• Transitioned the organization from an exclusively live training model to a multi-modality training model, saving the company $3.5 million over four years.• Implemented an outcome measurement program for training programs to improve decision making and validate effectiveness.• Apex Training Award winner for twelve consecutive years, with improved relative performance over the last four years.

Greater Milwaukee Area

Sales leader for 35 person team charged with increasing NM’s sales of life, disability income, long-term care, annuity and investment products and helping NM’s advisors become more productive. Budget and expense management responsibility for $15M including external and internal wholesaling, T&E and operating programs. Responsibility for preparing and presenting sales plan and target recommendations to NM’s executive leadership team. RESULT: Expanded VA sales from $400M/year to $1.5B per year while responsible for product verticalRESULT: Developed a rebranding strategy for the Trust and Private Client Services product suite resulting in a 102% YOY increase in salesRESULT: Drove investment platform net cash flows of $5.3B in 24 months• Team was instrumental in transforming NM’s agents from traditional insurance agents to diversified practices using a planning-based approach.• Re-imagined the sales consulting process to drive more consistent advisor experiences including implementation strategy, program documentation, training, and performance management processes.• Implemented an electronic business planning tool to drive results through NM’s advisors to provide a “common language” coaching tool for the sales team and field leadership. Usage grew to 2250 users in 18 months and increased field pricing 7 bps/$7M in the first 2 years • Developed and implemented and “experienced producer” recruiting handbook for field leaders• Responsible for development of analytics-based sales tools for the sales team and the field that improved our ability to mine sales opportunities. • Accountability for build out and implementation of the department’s CRM system.

Mba, International Business

Bsba, Marketing And Advertising