Jeff Schuler Email & Phone Number

Austin Area, Texas

Berwyn, Pennsylvania

Wayne, Pennsylvania

Responsible for selling variable, fixed, and fixed indexed annuities to all channels of financial advisors. Educate on the benefits of annuities and how to leverage them appropriately for protecting retirement. I completed two month wholesaler training program including territory management, building a business plan, and presentation skills. I traveled in hybrid role to Ohio multiple times as acting wholesaler. During that time covering Ohio I outperformed majority of other territories in… Show more Responsible for selling variable, fixed, and fixed indexed annuities to all channels of financial advisors. Educate on the benefits of annuities and how to leverage them appropriately for protecting retirement. I completed two month wholesaler training program including territory management, building a business plan, and presentation skills. I traveled in hybrid role to Ohio multiple times as acting wholesaler. During that time covering Ohio I outperformed majority of other territories in production for annuity sales. Show less

West Chester

Responsible for selling a wide variety of products and services to satisfy all of our customers’ financial needs and help them succeed financially. I was partnered up with a Wells Fargo Financial Advisor to refer brokerage business. I was one of the top licensed bankers in new brokerage referrals. Worked with many small business owners to help them with any and all of their needs from payroll, merchant services, small business loans, and operating accounts.

West Chester, Pennsylvania

Started on sales desk answering inbound calls assisting financial advisors with questions. Was promoted from the sales desk to Internal Wholesaler in October 2008. Responsible for selling variable annuities to financial advisors at different firms such as Merrill Lynch, Morgan Stanley, Smith Barney, and Wachovia Securities in my territory of Maryland, Delaware, and Washington DC. Century club territory with over 100 million in production.