Hemant Sachdev Email & Phone Number

Orlando, FL, US

• As an Equitable Advisors financial professional, our mission is to help individuals, families and businesses achieve and sustain financial stability.This mission is anchored on two core principles: building trusted and.
• High Integrity
• Strong work ethic
• Coachable attitude
• Leadership mentality
• Burning enthusiasm

New York, NY, US

As an AXA Advisors financial professional, our mission is to help individuals, families and businesses achieve and sustain financial stability.This mission is anchored on two core principles: building trusted and long term relationships with our clients and modeling and promoting generosity. Today's investment climate offers unprecedented opportunities. We.

San Diego, California, US

• Financial Advisor / Investment Advisor Representative working with clients on their comprehensive financial planning with a focus on business and retirement income planning.
• Life Brokerage Manager and Disability Income Insurance Specialist tasked with growing the life insurance and disability brokerage business in Southern California and Nevada.
• High proficiency in Business Succession Planning, Advance Insurance Planning, Case Design and Management.
• Client Point of Sale expertise and high impact public speaker with expertise in delivering client seminars and workshops on Wealth Management, Social Security & Asset Protection Planning.

St. Louis, MO, US

• Work with both everyday investors and high net worth clients to grow client base for branch.
• Consistently Exceeding Expectations on Compensation, Client & Asset Acquisition.
• Winner of the Triple Crown challenge in the first trimester of production.
• Specializing in working with Business Owners and Self-Employed clients.

Newark, New Jersey, US

• Regional Sales Vice President – Southern California & Hawaii.
• Achieved significant sales growth for Prudential in an underperforming territory.
• Lead a team of sales and support personnel to grow sales in territory.
• Grew territory by over 100% in sales over the prior year.

Birmingham, Alabama, US

• Top Performing RVP with over 40% year over year sales growth in the Central Region territory working in Financial Institutions Channel (Banks and Credit Unions).
• Gold Production Award Winner 4 years in a row.
• Consistently in the Top 3 performing territories in the Institutional Distribution Channel across all product lines in the company and the #1 performing territory in the Division.
• Over $70 million in Annuity sales and over $2 million in Life Insurance premiums in 2013.
• Point of sale expertise and sought after public speaker for client seminars on Social Security, Retirement Income Planning, Wealth Transfer and Estate Planning.

Birmingham, Alabama, US

• Promoted to National Sales Director from Regional Vice President to start new Life Insurance Distribution Team at Protective Life to work with Bank and Broker/Dealer Channel.
• Managed Profit & Loss, Strategic Planning, hiring, training & deploying a team of Regional Life Consultants / Vice Presidents to grow sales in the channel. As a start-up team, generated over $5 million in life.
• Increased paid production of life insurance premiums by 150% and submitted life insurance premiums by 200% year over year in close collaboration with the Annuity and Fund Partners.
• Developed and implemented custom wholesaling and selling skills programs for sales teams. Developed modules for wholesaler territory management, presentation skills, selling skills and overcoming objections.

Birmingham, Alabama, US

• Came to Protective Life as Regional Vice President of Central Region – Financial Institution Sales after Protective Life acquired Chase Insurance in 2006
• Responsible for marketing Protective Life fixed, indexed, variable annuities and life insurance products in the Bank channel through various regional and national bank financial advisors.
• Re-started territory up and increased production by over 100% within the first 12 months.
• Trained over 200 Bank Advisors, Licensed and Non-Licensed Personal Bankers every month in selling Annuities & Life Insurance.
• Helped advisors close business with point-of-sale expertise and client seminars.

New York, NY, US

• Increased sales by 13% – 17% month over month consistently for 2 years’ straight
• Submitted life insurance applications increased by 300% year over year on key accounts.
• Approved and paid business increased by over 250% over previous year.
• Designed, piloted, tested and implemented the first outbound call campaign program at Chase Insurance Sales Support Department to increase sales on all accounts.
• Developed strong relationships with accounts and field leaders in order to generate more name recognition and business from the accounts.
• Managed a staff of Internal & External wholesalers to support production and profitability for Chase Insurance.

• Managed company operations including sales of financial products and services to high net worth individuals and small business owners.
• Expertise in Advance Planning, Investment Management and Asset Protection.
• Provided comprehensive financial planning and business consulting services to small and mid-sized corporations including benefits consulting, leveraged buyouts, succession planning, investment banking and raising.
• Consulted on private placement transactions from $25 million to $200 million projects including preparation of private placement memorandums, filing of all regulatory paperwork and contacting potential institutional.
• Delivered international business consulting services to corporations and high level corporate executives including offshore planning, risk management through captive insurance companies, coordination of global.

New York, NY, US

• As a Producing Manager hired, trained and managed a sales unit of financial services professionals working with MetLife customers on Wealth Management & Transfer strategies.
• Designed, selected and implemented all sales and corporate training programs. Successfully trained 95-person sales staff to pass securities and insurance licensing exams and taught the curriculum for professional.
• As Agency Director helped run the MetLife sales office with responsibilities including recruiting, hiring, training, budgeting, operations and project management.
• Licensed Compliance Principal responsible for securities compliance for entire 95-person sales office for all financial transactions including conducting quarterly and annual compliance audits.

Boston, MA, US

• Recruited, hired and trained new sales personnel for the Chicago agency of John Hancock Financial Services.
• Successfully ran classes for securities and insurance licensing for new financial services representatives.
• Developed training programs for the agency and successfully launched a new financial planning software program agency-wide for 90 agents of John Hancock Financial Services in Chicago area.
• Licensed Compliance Principal responsible for securities compliance for the 90 person sales staff for all financial transactions including conducting quarterly and annual compliance audits.

Bachelor’S Degree, Entrepreneurship And Small Business Management

B.A., English Honors

Commerce