As an external wholesaler I coach and train advisors on making the right choices for their clients by utilizing various protection and wealth transfer solutions. I cover the bank channel in the upper Midwest region. I support them through trainings, point of sale meetings, workshops, and public seminars.

I am a Financial Specialist Team Manager for a major bank and investment company. My team specialize in needs based client consultations focusing on uncovering solutions that can be provided by the bank. We, along with a team of specialists look to provide custom solutions, expert service and an engagement with our clients as we develop the client relationship and experience. My role is to lead this team in Central New Jersey. I provide coaching, training and motivation. I also recruit Series 7 Financial Specialist candidates looking for an exciting career at top quality company. I currently hold New Jersey State life and health insurance license as well as Series 24, 7, 65 and 63 licenses.

Present and implement customized client solutions based on the client’s needs. Analyze client goals in all areas of financial planning including cash, debt, risk, tax, retirement, investment and estate planning. Proactively prospect new and existing clients for additional opportunities. Provide ongoing training to branch personnel to maximize their knowledge level and the ability to profile and refer clients. Actively identified and made referrals to all business partners

Promote the sale of the Lincoln MoneyGuard Reserve and the Lincoln fixed annuity line to financial advisors within the bank and independent broker dealer channel. Responsibilities include developing compelling sales ideas, assisting in agent licensing and introducing an exciting product to advisors. The sales process incorporates conducting various one on one and group meetings as well as webinars to encourage sales.

A consistent Pinnacle Award recipient and the 2005 Wholesale of the Year. Responsibile for marketing fixed deferred and immediate annuities along with mutual fund to the bank amd independant channel. Past experence includes marketing variable annuities to both channels.

Created and managed the sales desk for third party annuity distribution with New York Life. Recruited and trained all sales desk personnel. Created and calculated compensation for sales desk. Managed the day to day operations of the group. Assisted in product development, technology implementation and business development.

Managerd a top producing group of bank based brokers in the Brooklyn, Staten Island, New Jersey and Maryland region.