Gregory J Bonzagni Email & Phone Number

Greater Boston Area

Registered Representative of Sammons Financial Network LLC., Member FINRA, 8300 Mills Civic Pkwy, West Des Moines, IA 50266[3931688]

• Responsible for all aspects of managing a team of up to 20 wholesalers covering all channels selling variable annuities, fixed annuities, equity indexed annuities, and a mutual fund custodial IRA platform. During my.
• Design and execution of sales strategies to ensure proper coverage of territories and focus firms for wholesalers.
• Coached wholesalers on continual improvement of core competencies in order to deliver maximum results.
• Assisted with many of the special projects that led to our success: Implementation of Salesforce.com, improving sales reporting metrics, business plan templates, Meeting Planning Process, internal sales desk training.
• Managed multiple million dollar budgets.
• Launching a new product to market, Select Advantage IRA, raising $1B in first 10 months of 2010. Contributed to development of marketing materials, BD sales pitches with national accounts and training of internal and.

• Led the implementation of sales strategies to increase sales with insurance company clients and oversaw the wholesaling team assigned to the sub-advisory services group. Responsibilities included:
• Coordinated alignment between national accounts, marketing and wholesaling to ensure effective client coverage.
• Developed and managed the execution of internal and external wholesaling strategies.
• Managed relationships with key sales personnel at client firms.
• Created many of the marketing materials used in co-branding efforts with clients.
• Client relationships comprised of $40B+ in AUM. Effective time management, exceptional interpersonal and communication skills with clients, prospects and JPM home office were key drivers to managing a successful team.

• Promoted V.I.T and sub-advised products to insurance companies where MFS was on the platforms. Goal was to increase market share within the insurance-based products. Responsibilities included:
• Established and managed relationships with top-producing wholesalers and divisional managers at client firms in order to gain access to selling opportunities.
• Monitored changes in portfolios and investment strategies in order to develop timely sales campaigns relevant to market trends and client offerings.
• Analyzed competition with-in different products in order to uncover sales opportunities and to know where MFS was most competitive.
• Assisted in training new wholesalers.Working as a team player, sharing ideas, and always willing to go the extra mile also contributed to being named Western Divisional MVP in 2002 and 2003.

• Responsible for increasing sales of mutual funds and privately managed accounts, within a territory of more than 2000 potential clients, by strengthening existing and developing new profitable relationships.Strong.
• Primary responsibility was selling proprietary mutual funds and variable annuity products to new and existing clients.
• Pro-actively managed and cultivated sales territory through professional telephone sales activities.
• Proved the ability to work as a team player in a fast paced environment.
• Unparalleled work ethic, high level of professionalism, accompanied by the ability to prioritize multiple tasks effectively all led to excelling at this position in a short period of time.