Dak Patel Email & Phone Number

Tampa, Florida

• Develop and Manage territory for all new Retirement Plan Sales between $0 and $100 million.
• Develop and partner with strategic relationships, Relationship Managers, Product Management, mutual fund companies, broker/dealers, RIAs, banks & wire-houses and Third Party Administrators.
• Work with Advisors and help them with prospecting, client meetings and closing retirement plan business.
• Effectively communicate Transamerica solution to clients, advisors and TPA partners.
• Develop and market services/products to advisors through branch visit, lunch meeting, trainings, seminars, marketing campaigns and special events.
• Proactively reach out to advisors with new sales ideas & retirement plan updates to generate new business.