Tom Pistole, Chfc, Clu, Cltc Email and Phone Number
Tom Pistole, Chfc, Clu, Cltc work email
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Tom Pistole, Chfc, Clu, Cltc personal email
Proven leader with diversified experience in Financial Services; Sales Management, Business Development, and Key Account Management. Consultant to advisors seeking to maximize their impact with clients and on their communities. Skilled in collaborating with all members of the organization to achieve business and financial objectives.
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Vice President Of Business DevelopmentConcurrentPrescott, Az, Us
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Vice President Of Business DevelopmentConcurrent Jul 2024 - PresentTampa, Florida, Us -
Business Development OfficerThrivent Advisor Network Jan 2022 - Jul 2023Minneapolis, Mn, UsI worked to grow the number of businesses on the Thrivent Advisor Network(TAN) platform, which was a newly formed division within Thrivent Financial. -
National Sales DirectorThe Client 4 Life Group,Llc 2017 - Jan 2022The Client 4 Life Management System is a fractional support solution that delivers the perfect balance of people, process, and patented technology to help financial advisors and their staff increase revenue, run an efficient process-driven practice and manage the customer life-cycle to create clients for life.• Designed and implemented a go-to-market strategy for a start-up FinTech practice management system targeting financial advisors • Expanded distribution of system into the Independent B/D, RIA, and FMO/IMO channels• Responsible for leading a distribution team in addition to achieving personal production goals• Increased revenue over 100% by more than doubling subscriber base since joining firm in 2017• Initiated contact, and negotiated agreements which led to pilot engagements with multiple Broker/Dealers• Enhanced sales through positioning solution as an enterprise level/private label offering, in addition to direct to advisor -
Divisional Vice President-Insurance- West DivisionRiversource 2013 - 2016Minneapolis, Mn, Us• Oversaw wholesaler operations for the Western Division to ensure production efficiency, quality and cost-effectiveness for Life, DI and hybrid LTC products• Developed and managed strategic plans to advance the company’s objectives and to promote revenue, profitability and growth• Demonstrated daily leadership and coaching to wholesalers including field visits and performance and skill assessments• Achieved between 93% and 105% of goal annually while restructuring 50% of the wholesaling team, delivering $33-38M in FY GDC annually• Successfully piloted revenue sharing wholesaling model for insurance within Ameriprise system -
Owner & ConsultantPistole Consulting 2010 - 2013Pistole Consulting provides strategy and guidance to insurance and annuity distribution teams around increasing platform presence, revenue growth and sales coaching to wholesalers• Provided consulting to the Depository Trust & Clearing Corporation (DTCC) and Viant Capital, LLC.• Launched the Analytic Reporting for Annuities product for DTCC, the industry’s first reporting tool using financial activity reporting (FAR) file data, representing all variable annuity transactions processed through the DTCC.• Leveraged industry relationships to gain Broker/Dealer and Insurance company adoption of service.• Exceeded expectations for subscriptions of new monthly service (DTCC).• Analyzed the feasibility of launching investment products into the RIA and independent B/D arenas (Viant Capital).
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Vice President & Divisional Sales Manager- Western Division- Bank ChannelSun Life Financial 2007 - 2009Oo• Identified, pursued and captured new business for Sun Life Financial by selling products and service offerings within the banks and financial institutions.• Created strategic account annual business plans to establish critical success factors, vulnerabilities and to seize opportunities.• Supervised and led a team of 10 wholesalers, achieving 115% of sales goal in 2009, exceeding $500M in sales.• Featured speaker at B/D conferences and seminars. -
Senior Vice President & Divisional Sales ManagerAllianz Life 2003 - 2007Minneapolis, Mn• Executed strategy and plan, including the development and implementation of formal plans to achieve strategic business goals with new and existing B/D relationships (Independent/Bank Channels).• Managed a team of 16 wholesalers, exceeding goals for four consecutive years, surpassing $700M in sales in 2006.• Recognized as “Divisional Vice President of the Year” in 2006 based on gross sales, percentage YOY increase, and percentage of sales vs. goal. -
Assistant Vice President, National AccountsPacific Life 1998 - 2003Newport Beach, Ca, Us• Developed comprehensive sales plans and improved existing go-to-market strategies.• Managed relationships with Broker/Dealers that accounted for 60% of annuity sales volume.• Served as an industry thought leader by representing the company at key B/D and industry conferences
Tom Pistole, Chfc, Clu, Cltc Skills
Tom Pistole, Chfc, Clu, Cltc Education Details
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Northern Arizona UniversityBusiness-Marketing -
The American College Of Financial ServicesInsurance/Investments
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Corporation For Long Term CareLong Term Care
Frequently Asked Questions about Tom Pistole, Chfc, Clu, Cltc
What company does Tom Pistole, Chfc, Clu, Cltc work for?
Tom Pistole, Chfc, Clu, Cltc works for Concurrent
What is Tom Pistole, Chfc, Clu, Cltc's role at the current company?
Tom Pistole, Chfc, Clu, Cltc's current role is Vice President of Business Development.
What is Tom Pistole, Chfc, Clu, Cltc's email address?
Tom Pistole, Chfc, Clu, Cltc's email address is t.****@****att.net
What schools did Tom Pistole, Chfc, Clu, Cltc attend?
Tom Pistole, Chfc, Clu, Cltc attended Northern Arizona University, The American College Of Financial Services, Corporation For Long Term Care.
What skills is Tom Pistole, Chfc, Clu, Cltc known for?
Tom Pistole, Chfc, Clu, Cltc has skills like Annuities, Series 7, Sales Management, Wholesaling, Series 63, Mutual Funds, Wealth Management, Series 6, Insurance, Retirement Planning, Investments, Series 24.
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