Greg Poplarski, Rpa, Aif, Prp Email & Phone Number

• Manage 17 Retirement Plan Wholesalers in the Northeast Division encompassing Maine to Florida covering all distribution channels. • Successfully implemented and managed national de-channelization of retirement wholesaling force.

• Built new National Retirement Plan Sales team – hired 20 Wholesalers in 2007. Personally secured sales agreements with UBS and Wachovia. Instrumental in obtaining sales agreements with Merrill Lynch and Morgan Stanley.• First year initiatives included developing annual sales goals, compensation packages, and sales strategies for strategic partners. (UBS, Wachovia, AG Edwards, Morgan Stanley, Raymond James, and Merrill Lynch). Coach and develop sales team by focusing on weekly field observations, monitoring key performance metrics, and establishing and monitoring sales goals for each individual on team. Serve on Lincoln Financial Product Council for over 2 years to define product, pricing, marketing, and distribution.• Co-developed Pathways to Success – in-house training program focusing on presentation skills, selling skills, and territory management. Collaborate with key internal partners (marketing, pricing, operations, new business, and service).

• Managed ten Retirement Plan Wholesalers nationally. Hired and trained Retirement Plan Wholesalers in multiple territories. Coached, developed, and motivated wholesalers – 50% field time.• Created annual business plan for senior management focusing on strategic and tactical execution to exceed sales goals. Conducted weekly pipeline evaluation and wholesaler activity management. Helped create “Top of the Rock University” sales training program. Created Gold Circle sales recognition program.• Expanded distribution channels to UBS, Smith Barney, McDonald Investments, and Wachovia. Leveraged mutual fund relationships to expand 401(k) investment offerings. Partnered with mutual find alliances to create special events to develop new business opportunities.• Exceeded 2005 sales goal of $750M by 10%.

• Managed 10 Retirement Plan Wholesalers covering the eastern US. Created monthly sales recognition awards and quarterly newsletter. Partnered with Regional Directors and Branch Managers to develop sales strategies to increase product visibility and sales results. Hosted bi-weekly national sales conference calls to share sales ideas and successes. Built and managed Internal Sales Desk. • Exceeded 2002 sales goal of $1.25B by 17%.

• Wholesaled Merrill Lynch retirement plans to over 300 Financial Advisors covering 6 New England states. Supported Financial Advisors in qualified retirement plan sales, presentations, initial enrollment meetings, and ongoing educational efforts – sold over 500 plans. Chairman’s Club Member - 1996, 1997, 1998; Eastern Sales Retirement Specialist of the Year – 1995, 1996, 1997; Most Plans Sold Nationally – 1995, 1997; All-Star Team – 1998. Promoted to Eastern Regional Sales Manager.• Partnered with New England District Director and Regional Vice Presidents in establishing and monitoring retirement plan district initiatives. Coordinated and conducted district-wide product and sales strategy training for Financial Advisors. Developed and implemented intensive one on one Financial Advisor training program through the use of script formation, mock presentations, and video technology. Hired, trained, and mentored 3 Associate Retirement Plan Managers.

Retirement Plan Consultant • Generated new qualified plan business through cold calling, direct mailings, seminars, and networking groups. Consulted new and existing retirement plan clientele on plan design, investment selection, and education programs.

Senior Qualified Retirement Plan Manager • Wholesaled retirement products to Financial Consultants nationwide. Coordinated and developed a third party administrative network. Conducted nationwide financial consultant training seminars.

• Assisted sales representatives with product presentations to prospective clients.