Internal Wholesaler- Annuities
Current- Managed territories for E. PA and NJ
- Built business between financial advisers and their clients through sales, marketing, and product training on variable/index/fixed annuities and LTC
- Fixed Index Annuity Specialist/ Fixed Income Annuity Trainer
- Traveled within territory for advisor meetings with external wholesaler
- 2014 Top Internal Wholesaler Award Winner
- Market Research Internal team member