Joe Magana Email & Phone Number

Vancouver, WA, US

Portland, Oregon

Beaverton, OR

• Sales agent soliciting internet inquiries into various health insurance programs: fixed benefit, short term, major medical

Lake Oswego, OR

• Prospect business owners to apply for Better Business Bureau Accreditation

Lake Oswego, OR

• Market Franklin Square Capital Partners BDC products to independent financial advisors and clients in Pacific NW.
• Prospecting and presentations via phone, webinars, individual investor and group meetings, and BD conferences
• Managed team of 4, wholesaler calendar, paperwork and appointment follow up, problem resolution
• Relationship management via product updates, new marketing ideas
• Increased sales from $900,000/mo in 2010 to averaging $6MM+/mo in 2012
• Surpassed sales… Show more Market Franklin Square Capital Partners BDC products to independent financial advisors and clients in Pacific NW.

Lake Oswego, OR

• Market Strategic Storage Trust, a non-traded REIT, to financial advisors in OR, WA, and AK.
• Presentations via telephone, webinars, and individual investor and group meetings
• Increased sales from $2.3MM in 2009 to $2.1MM in the Q1 of 2010 and $1.8MM in Q2 of 2010
• 12% territory penetration rate

Houston, TX

• Market Hartman REIT, a non-traded REIT, to advisors in the Western U.S.
• Supported wholesaler by setting territory rotation, scheduling appointments, literature requests, and follow ups
• Grew relationships with existing producers by providing support with new sales ideas and product updates
• Increased sales from $250,000 to $1MM/mo

Houston, TX

• Market Hines REIT, a non-traded REIT, to advisors via telephone in Southern CA and HI
• Managed team of 3, set territory rotation, scheduling appointments, literature requests, and follow ups
• Profiled both producing and non-producing advisors to identify untapped business opportunities
• Exceeded sales goals 2006, 2007, 2008; #2 sales territory in 2008

The Woodlands, TX

• Supervised staff of 4 at high net worth financial planning office. Assigned tasks and prioritized for completion
• Created an ‘office systems’ manual
• Prepared, reviewed, and approved all documents for account establishment and before submitting to vendors

Houston, TX

• Market Hartman REIT, a non-traded REIT; and Hartman Real Estate LP, to financial advisors across the United States
• Managed group of 10 – internal and external wholesalers, marketing, and accounting department
• Worked with National Sales Director: signed 8 new broker dealers in 3 months; exceeded target
• Reviewed sales literature and presentations before submittal to NASD

Newport Beach, CA

• Market PL Variable Annuities and Mutual Funds to financial advisors in the Pacific Northwest
• Chaired Internal Sales Training Committee. Developed new internal wholesaler training program for 90 internal wholesalers
• Surpassed annual sales goal 4 consecutive years
• Surpassed call/appointment/profile requirements every month

La Jolla, CA

Corona Del Mar, CA