Regional Vice President
Current• Solicitation of Fixed / Fixed Indexed Annuities and life Insurance to independent planners, investment advisor representatives and insurance licensed producers• Distribution of over 30 companies’ annuity and life products• Deep knowledge of retirement plans• Run face to face meetings with existing producers and prospects• Utilization of Salesforce CRM for all meeting notes, opportunities and specialized reports• Understand industry landscape and competitor products• Effectively manage production-based budget: Producer /prospect events, dinners, trainings, marketing material, mileage, etc• Communicate successful sales ideas and territory management process with wholesaler counterparts