Bryan Gillespie, Casl Email & Phone Number

Issaquah, Washington, United States

Baltimore, Maryland

Helping companies and individuals harvest more sales by leveraging over 23 years of experience acquiring, expanding and retaining client relationships in various arenas, including Financial Services and Retail. Currently supporting multiple Fortune 1000 companies to train their Leaders, Managers, Consultants, Salespeople, Account Managers and Subject.

Baltimore, Maryland Area

Providing support to drive enterprise life and annuity product sales within the AIG Financial Network career distribution channel.Territory consists of the following states: DE, MD, DC, VA, WV, NC, SC, GA, FL, MI, AL, MS, PACritical Functions Developed and executed territorial business plans to achieve/exceed life sales targets. Continuously analyzing.

• Analyzed field advisor needs, researched advisor issues and opportunities within each assigned firm/region. Managed my team to implement appropriate solutions aligning with the Southeast Regional strategies and.
• Managed and actively coached a team of 4 facilitators traveling the region, delivering… Show more Analyzed field advisor needs, researched advisor issues and opportunities within each assigned firm/region. Managed my.
• Managed and actively coached a team of 4 facilitators traveling the region, delivering development plans.
• Conducted in depth needs analysis for firms within the region on advisor needs/opportunities/strengths.
• Designed and supported the implementation of each individual firm and advisor development plans.
• Attained certification to facilitate the Consultative Selling approach taught through Richardson.

Baltimore, Maryland Area

• Managed and promoted life insurance for the Mid-Atlantic region of Gateway Capitol Financial, a subsidiary of MetLife, in addition to conducting presentations for clients and financial.
• Generate marketing areas for promotion of current ideas and how to use them.
• Design PowerPoint presentations about cash value policies.
• Consulted with potential clients on the benefits of implementing life insurance into portfolios.
• Organize sales contests and promotions.
• Firm product… Show more Managed and promoted life insurance for the Mid-Atlantic region of Gateway Capitol Financial, a subsidiary of MetLife, in addition to conducting presentations for clients and financial.

Bloomfield, CT

• Led team of 3 internal wholesalers in promoting annuity sales to MetLife agencies throughout New York, New Jersey, Pennsylvania, and Delaware.
• Worked closely with marketing executives and new business to launch the best product pieces and ensure the steady processing of cases.
• Designed PowerPoint presentations for promoting immediate and deferred income annuities.
• Conducted meetings and presentations to large groups of financial advisors throughout the region.
• Exceeded… Show more Led team of 3 internal wholesalers in promoting annuity sales to MetLife agencies throughout New York, New Jersey, Pennsylvania, and Delaware.
• Exceeded goal by 12% in 2011, and was exceeding prior to leaving in 2012. Show less

• Promoted and prospected the Southeast regions for annuity and life insurance sales. Target market included bank channels and independent marketing organizations.
• Introduced simplified issue single-premium universal life insurance to bank channel.
• #1 in nation with Inheritance Life sales.
• Organized and grew business relationships with events including golf excursions, dinners, and conferences.
• Led organization in Simplified Issue, Single Premium Life product… Show more Promoted and prospected the Southeast regions for annuity and life insurance sales. Target market included bank channels and independent.
• Led organization in Simplified Issue, Single Premium Life product sales.

• Worked independently, prospecting and servicing representatives to strengthen their book of business in Annuity sales in the Mid-Atlantic region (States included: NJ, PA, DE, MD, WV, VA, and District of Columbia) and.
• Exceeded sales growth goals ranging from $350 million to $500 million in annuity sales in both the Mid-Atlantic and Southeast territories: 2005 sales up 8%; 2006 sales up 17%; 2007 sales up 12%; 2008 sales up 15%; 2009.
• Ranked #1 out of 15 in annual field satisfaction survey sent out to over 8000 representatives
• Mentor to Junior External Wholesalers and Internal Wholesalers.
• Designed and implemented Call-a-thon guides tailored to firms. Show less

Supported two External Wholesalers to maximize investment business in assigned territories, and assisted representatives with product knowledge and case analysis. Responsibilities included: the design and implementation of business plans, creation and execution of sales campaigns, identifying client needs and providing product and fund allocation.

Answered hotline for MetLife and New England Financial agents to assist with product knowledge and case consultation.Primary back up for absent or vacationing Internal Wholesalers.Assisted with the development of campaigns and strategies for Internal Wholesalers.>Generated a competitive guide on Equity Indexed Annuities. Guide was circulated and used by.

>Executed trades within TSA contracts. >Supplied information to agents on client contracts.>Generated and distributed reports to agents regarding client accounts.>Received recognition for exemplary customer service.

>Promoted funds and shared knowledge of each fund with clients. >Assisted clients with decision making including clarifying differences between investment styles of various funds. Educated clients on mutual funds and their impact. Executed trades within client’s accounts. >Consistently rated among the top of my peers in call satisfaction and client.

Bachelor Of Science, Psychology

LICENSES CASL (Chartered Advisor for Senior Living); Series 6 & 63; State of Florida Life & Health License ONGOING EDUCATION Spanish

Bachelor Of Science, Psychology