Glen White Email & Phone Number

Mckinney, Tx, Us

Mckinney, Texas, United States

www.student-spotlight.com specializes in providing products and supplies for both the educators and the educated. We are proud to have reached and maintain over 1.2 million in social media views per month. The project continues to focus on helping teachers.

Dallas/Fort Worth Area

I currently represent a number of niche insurance companies that cater to specific membership organizations. By operating as a wealth advisor and Insurance expert, I am able to give a much higher class of service.

Addison

I personally interview members about their financial goals in life. I design sales approaches and sales flows that streamline the funnel and make actions easier to follow. Then utilizing my training I can deliver a suite of offerings from the USAA product line. Through really knowing what needs to be accomplished with each member, I am able to sell more products across more lines of business. The Chartered Mutual Fund Counselor℠ or CMFC®ADPA® The ADPA® is the first and only financial education program specifically focused on the unique needs of domestic partners.

Lewisville, Texas

Trained reps that provided solutions to fit the needs of members as they struggled with planning their financial future;• Mentored and served as a guide to over 30 junior sales representatives.• Built reps who had highly ranked customer service while helping participants understand their options to reach their financial goals. • Prepared and tasked to speak and train reps from all across the nation. Fulfilled managerial duties in the absence of our supervisor. • Represented TIAA-CREF products and services to participants.• Functioned as leader for employee retention task force. Headed up a specialized employee team for major problem resolution.

Compass Brokerage, Grapevine, TX 2008 - 2009 Worked closely with Compass Bank to create a one-stop entity for all financial needs. Personal Investment Officer/ Investment WholesalerAs a PIO I partnered with four branches to increase their investment deposit sales penetration. I was responsible for training licensed bankers to cross sell all banking products. I also ensured that licensed employees kept compliant with client sales files. In less than one year, I placed in the top half of Compass advisors Earned Gold Club Sales award for cross sales in 2008 Produced over $3,500,000 in new investment dollars in 2008. Number nine in sales production for first quarter, 2009. Wholesaler backing up bankers in 4 locations to increase investment sales Maintained sales support for four branches with total deposit base of $184,000,000

4/2008-1/2009 Compass Brokerage - Colleyville, TexasVP- Personal Investment OfficerAs a PIO I partnered with four branches to increase their investment deposit penetration. I held the responsibility to train licensed bankers, train the remaining staff on referrals, and meet the performance goals of the branches.• Within 8 months finished 2008 in top half of advisors• Earned Gold Club award for 2008• Produced over $3,500,000 in new investment dollars in eight months• Number nine in production for January 2009• Trained bankers in 4 locations to increase investment sales• Maintained four branches with total deposit base of $84,000,000

Chase, Plano, TX 2004 – 2008Chase bank works toward being the premiere one stop financial institution. Personal Investment Officer/ Banking Investment Wholesaler (2007 – 2008)Increased client base via multiple prospecting sources. I built quick rapport with prospects and followed specific sales steps to close new deals and refer business within banking product divisions. I utilized knowledge of investment strategies, securities, insurance, and pension plans. Duties included using multiple cross-sales strategies to gain long term clients. Ensured bank compliance efforts to required sales standards. Top PIO in sales of non-financial product packages including various lines of credit Trained and acted as wholesaler to 20 bankers on all banking product sales  Trained unlicensed staff on production including referral generation to other divisions Produced $3,000,000 in managed money sales over the period of one year individually Managed $25,00,000 in assets and increased their depth in banking products.

Branch Investment Teams As VP and PIO I partnered with four branches to increase their investment deposit penetration. Responsible for training licensed bankers and training staff on referrals to achieve the performance goals of the branches. Ensured licensed employees maintained compliancy with client files.Achieved top 50% of financial advisors with only eight months of productionEarned Gold Club award for 2008Produced over $3,500,000 in new investment dollars in eight monthsAccomplished production to rank in the top Ten Investment Officers for January 2009Led staff in 4 locations to increase investment salesMaintained four branches with total deposit base of $84,000,000

Sales Manager/ Banking Product Wholesaler (2004 – 2007)Trained entire staff to meet and exceed sales goals. I was responsible for loan production, investment production, lead generation, total deposits, and new account generation. I represented the branch in the community through various networking activities. I managed a well trained sales staff that met and exceeded targeted sales goals. Managed branch with $78,000,000 in total deposits while promoting products locally  2nd place manager nationwide within my peer group Transformed 2 low performing branches by wholesaling bank products Trained over fifteen bankers with 4 making top 10% in region for credit and investment sales Top bundled product sales including Investment Packages with home equity lines of credit, credit applications, and mortgage referral production in region Passed all audits by training the branch on compliance standards

Branch Investment Teams 2007 - 2008 Advised clients on financial plans utilizing knowledge of investment strategies, securities, insurance, and pension plans. Duties included assessing clients' assets, liabilities, cash flow, insurance coverage, and financial objectives to establish investment goals as well as utilizing the vehicles to meet said objectives. Ensured compliance to required standards.Partnered with 6 branches to meet investment goalsTrained 20 bankers on investment sales and compliance Trained unlicensed staff on referral generationProduced $3,000,000 in managed money over the period of one yearManaged $25,000,000 in investment assets

Responsible for generating leads through community involvement. Assisted clients in determining their retirement goals. Established goals were input into viable financial plans that could meet their retirement needs. Obtained my Series 7, Series 66, and Texas Insurance licensesEfficient and successful in cold calling for business.

Responsible team building and achieving sales team goals. Utilized sales expertise to build pipelines. Trained and managed the sales team. Translated training into sales.Achieved $100k in salesTrained staff on new system integrations.Managed teams in multiple locations Successful project manager.Established client standards.

2007 Responsible for loan production, investment production, lead generation, total deposits, and new account generation. Represented the branch in the community through various activities. Managed well trained staff that met and exceeded targeted goals.Managed $78,000,000 in branch total depositsAchieved 2nd place manager nationwide within bank peer group Transformed 2 under achieving branches to obtaining quotasTrained over fifteen bankers with 4 making top 10% in regionTop home equity production in regionPassed all audits on compliance standards by employee training; is a leading provider of financial solutions.

Ba, Rtvf, Sociology, And Business

Series 7, Series 66, General Lines, FCC License KD5REF, CRC

Man For Others, All

Bachelor Of Arts