Chad Withers Email and Phone Number

Responsible for executing company growth through sales driven initiatives & new sources of consumer demand. Territory director for multi office sales teams. As consumer buying habit’s change we need to adapt to as an organization to continue sales growth. My role is to find new ways to reach our target audience and be a top of mind company. Online recognition and strong ratings is what sets us apart from a very competitive marketplace. Then backing it up with knowledge and a personable touch to win the business. Delivering excellence from begging to end with a high level of expectation.

- Distribute high-quality fixed index products through relationship building and advanced financial marketing specifically designed for brokers and dealers, including product training, advanced sales concepts and product positioning as an asset class in well-diversified portfolios.- Educate advisors and clients on potential market risks and investment products, including retirement products, to provide a deeper understanding of current and future markets through seminars, one-on-one meetings, value add brochures, practice management concepts and ongoing financial market updates.- Consult advisors on strategies to help diversify books of business while reducing overall portfolio risk to provide reliable and consistent returns and income.

• Utilize a very Disciplined, Definable and Repeatable process in territory management day to day. • Partner with support financial advisors to meet the investment planning needs of their clients. • Apply interviewing skills to learn about the advisors' business in order to suggest sales and business-building ideas. • Assist advisors with sales and marketing material, product analysis, and problem resolution.• Perform competitive analysis and maintained knowledge of the mutual fund and investment industry.• Build and Sustain long-lasting relationships in my territory through consistent and dedicated communication• Design and tailor sales ideas and presentations based on the advisors' profile and needs.• Offer value-added programs and presentations to help educate or update advisors and clients • Raise and retain assets within a specified territory by meeting with financial advisors to provide product information, business-building ideas, and sales support.

As your business partner and coach, I supported financial advisors and their practices with answers to questions pertaining to these and other aspects:Client situations• Portfolio reviews • Product support • Technical support • Compliance support• Case analysis • Insurance analysis • Retirement reviews • Legacy concerns• Financial planning • Business planning • Insurance analysis • Retirement reviews• Legacy concerns • Financial planning • Business planningPartnered with them in growing their book of business. Discussed case analysis, portfolio construction, investment products and investment theory's. Focused on Mutual Funds, Annuities, and Insurance products. Taught complete financial planning concepts and there relationships to close business. Trained and consulted with advisors on retirement and advanced retirement strategies. Advised them on estate planning questions and concepts. Educated advisors in all aspects of insurance and insurance products including Life Insurance, Fixed Annuities, and Variable Annuities. Became the knowledge resource regarding our advisor platforms and products. Created value add with ongoing practice management solutions.