Chad Griffith Email & Phone Number

Englewood, Co

Englewood, Colorado

Denver Tech Center

• Managed a multi-state territory covering all financial advisors that work in a bank• Maximized territory sales by successfully developing and executing a business plans with 3 different External Wholesalers • Increased territory production of 20 million in 2007 to 130 million in 2012 (Variable and Fixed Annuities) over 450 percent growth• Delivered highly effective presentations to internal and external audiences promoting Jackson’s program, services and competitive advantages • Drove sales through prospecting new clients, while building relationships with existing advisors, teammates, and external wholesalers• Provided superior service, demonstrated knowledge of investment products and financial industry, and implemented an organized daily schedule/routine • Prospected and conducted over 400 virtual meetings • Facilitated and implemented strategic initiatives on a corporate, department and territory level• Built relationships and consulted over 1,000 bank and independent advisors for annuities and financial planning• Created new sales materials and product ideas on the variable annuity product liaison teamAwards and Accomplishments• Internal Wholesaler of the Year (Runner-up) 2009 & 2011• Wholesaler of the Quarter 2009, 2010, & 2011• Participated in Jackson's Mentor program for 3 years• Representative for leader’s council for the Institutional Marketing Group (IMG)• Successfully completed Jackson’s 5 day Boot Camp (Advanced Sales and Presentation Training)

• Placed trades, discuss the latest market trends, and provided investment guidance to clients to empower them to make well informed financial decisions• Assessed and resolved client issues, helping them navigate Schwab's investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs & money markets, margin loans, and annuities• Responded to client inquiries including cost basis information, cashiering functions, letters of authorization, powers of attorney, product knowledge support and expanding client experience• Uncovered over 50 million in new business and responded to research requests

• Responsibilities included originating and processing mortgage loans

Finance, Bachelor Of Science In Business Administration

Bachelor'S Degree In Finance, Finance, General