Faye Johnson Email & Phone Number

Greater Minneapolis-St. Paul Area

• Developed, led, and executed creation of new sales channel, driving revenue and growth byestablishing revenue sharing agreements with banks and credit unions to help clients reach financial goals through on-site.
• Coached advisors to drive revenue and growth by establishing revenue sharingpartnerships with professionals, such as CPAs, attorneys, and insurance agents.
• Collaborated with strategic partners, including General Counsel Organization, advisors, field leaders,recruiters, registered principles, and financial consultants on related alliance opportunities, advisor and.
• Created and delivered professional presentations to advisors, ELT, boards, and field leaders, showcasing benefits of establishing revenue sharing partnerships.
• Delivered one-on-one and group training via face-to-face, phone, and web to advisors, staff, institutionELT and institution employees, presenting business plans, including marketing, referral training, compensation.
• Devised and implemented co-branded stationery and marketing materials, introducing and promoting partnership.

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

• Reviewed annuity transactions, confirming compliance with FINRA Rule 2330 and overall suitability.
• Analyzed fixed and variable annuity replacements, new business and add-on transactions, conducted in-depth advisor and client outreach, determining transaction suitability.

Greater Minneapolis-St. Paul Area

• Led Annuity Operations consisting of team of 15 direct reports in review / approval / Not in Good Order (NIGO) of fixed and variable annuity replacements, new business and add-on transactions.
• Owned distribution-focused relationships with strategic annuity and mutual fund partners, supporting long-term alliances.

Greater Minneapolis-St. Paul Area