Daniel Stahlmann Email & Phone Number

West St Paul, Minnesota, United States

• Lead and assist in the daily servicing and sales functions of the branch.• Grow and retain customer base through strategic planning, including external marketing and networking initiatives.• Set a strong, energetic, and motivating sales culture resulting in consistently outperforming my peer group.• Manage sales and operations performance of staff on an individual and collective level.• Create a continuous learning and development environment.• Create a customer-centered environment of consultative sales and service.• Recommend methods to ensure internal and external operations controls and compliance.• Contribute to organization development plans and multi-branch sales initiatives.

• Assist the Branch Manager in setting the sales initiatives and goals within the branch.• Drive the sales process through providing internal and external motivators for staff.• Lead and assist in the daily servicing and sales functions of the branch.• Develop sales objectives and techniques to grow and retain customer base and exceed goals.• Lead the sales activities of mutual funds, fixed annuities, and variable annuities.

• Assist the branch management team in the sales activities of mutual funds, fixed annuities, and variable annuities.• Develop and maintain a book of business for generating sales.• Perform daily servicing and sales functions.