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 Matter Experts to win more business.

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 territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan… Show more 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 territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc.) accordingly. Build and maintain strong relationships with local firm personnel to drive toward acquisition of their life product sales goals. Presents sales ideas and related product training to local firm management and advisors through local market visits, webcasts, and/or conference calls. Interacts with client and their advisors for large case development and participate in client seminars. Participates in firm sponsored producer/recruiting and other activities. Partners closely with assigned Internal Sales Associate, providing continuous communication on sales ideas, case management and MD needs in order to advance sales within territory. Show less

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 objectives in partnership with the Managing Directors/Partners and Regional Managing Directors and Regional Vice Presidents / Divisional Sales Directors within the assigned region.• 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 team to implement appropriate solutions aligning with the Southeast Regional strategies and objectives in partnership with the Managing Directors/Partners and Regional Managing Directors and Regional Vice Presidents / Divisional Sales Directors within the assigned region.• 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.• Designed and implemented to 1200 advisors, a rollout of consultative selling approach. Show less

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. • 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 mix saw a 20% growth in Life sales under my leadership. Show less

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.• 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 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 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 sales.• Managed budget covering entire Southeast region for both promotions and travel expenses.• Primary speaker representing Fixed Indexed Annuities for American General at large conferences nationwide. Show less

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 Southeast region (States included: FL, GA, and MS). Managed territories with annual Annuity sales ranging from $350 to $500 million each. Responsibilities included: developing and implementing office business plans, prospecting and recruiting new representatives, collaborating with… Show more 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 Southeast region (States included: FL, GA, and MS). Managed territories with annual Annuity sales ranging from $350 to $500 million each. Responsibilities included: developing and implementing office business plans, prospecting and recruiting new representatives, collaborating with Mutual Fund companies to educate associates on investment options and the overall market.• 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 sales up 2%.• 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 strategies along with illustrations and recommendations, extensive knowledge of proprietary products as well as competitors’… Show more 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 strategies along with illustrations and recommendations, extensive knowledge of proprietary products as well as competitors’ products.>Exceeded prior year sales in all territories every year.>Selected by management to be the Team Lead of the Internal Wholesalers for a variety of roles which included representing the team at national meetings, assume supervisory role in the absence of National Director, and training new Internal Wholesalers and new hires for the Sales Desk. >Elected transition lead position during the New England Financial acquisition. This included assisting New England Internal Wholesalers and sales desk transition into MetLife and educating various MetLife Internal Wholesalers about New England Financial products and procedures. Show less

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 External and Internal Wholesalers and individual agencies.>Spearheaded efforts to promote the career path for Sales Desk… Show more 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 External and Internal Wholesalers and individual agencies.>Spearheaded efforts to promote the career path for Sales Desk Associates. Show less

>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 satisfaction.>Assisted trainers in mentoring new hires.>Selected to educate high-profile Portfolio Managers like… Show more >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 satisfaction.>Assisted trainers in mentoring new hires.>Selected to educate high-profile Portfolio Managers like Helen Young Hayes and Mike Lu on client concerns.>Assisted Sapient Technologies in developing and beta testing the website (www.janus.com). Upon launching, promoted to Web Help Team which assisted clients and associates in navigating and utilizing the site. clients and associates in navigating and utilizing the site. Show less

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