• Provides Qualified Plan consulting to existing and new business clients• Build and maintain key relationships with clients, services providers and strategic partners• Provide hands on guidance and support to retirement plan sponsors and participants through group and individual presentations• Create and implement strategic relationships with financial advisors• Conduct plan reviews and benchmarking analysis for advisors and plan sponsors• Promote business growth through… Show more • Provides Qualified Plan consulting to existing and new business clients• Build and maintain key relationships with clients, services providers and strategic partners• Provide hands on guidance and support to retirement plan sponsors and participants through group and individual presentations• Create and implement strategic relationships with financial advisors• Conduct plan reviews and benchmarking analysis for advisors and plan sponsors• Promote business growth through cross-selling opportunities including 3(16), 3(21), and 3(38) fiduciary services; managed accounts; IRAs; HSAs; and payroll Show less

•Responsible for wholesaling bundled and unbundled group retirement plans to financial advisors and agents in PA, NJ and DE•Consulting with clients and prospects on all aspects of selling retirement plans from fact finding and plan design to closing•Took a startup territory to one of the top territories in the country•Demonstrated track record of consistently exceeding performance expectations•Extensive network of advisor relationships throughout the territory

•Represent Mutual of America in a consultative and sales capacity to defined contribution and defined benefit clients and prospects in Eastern Pennsylvania•Solicit and procure new group retirement plans as well as institutional mutual funds and annuities through referrals, mailing campaigns, cold calls and personal visits•Consult and service existing accounts to ensure that the organization is not only meeting but exceeding client expectations•Consistently lead region in sales and… Show more •Represent Mutual of America in a consultative and sales capacity to defined contribution and defined benefit clients and prospects in Eastern Pennsylvania•Solicit and procure new group retirement plans as well as institutional mutual funds and annuities through referrals, mailing campaigns, cold calls and personal visits•Consult and service existing accounts to ensure that the organization is not only meeting but exceeding client expectations•Consistently lead region in sales and new prospect appointments which resulted in the Philadelphia office being among the top 5 in the nation during my tenure Show less

Sold premium finance life insurance to CPAs and attorneysWholesaled annuity and life insurance products to independent broker dealers in Eastern PA and NJBuilt a profitable territory from a non-existent base over 3 yearsAdminister continuing education for Insurance, CFP and CPA credits

•Raised approximately $1 billion in assets during my tenure • Consistently in the top 10 percent for sales and new producers• Member of the President’s Club which recognized individuals who achieved an exceptional level of performance in both sales and professional wholesaling• 1995-1996 responsible for wholesaling mutual funds, retirement plans to all channels from Pennsylvania to Virginia • 1996-July 2008 responsible for wholesaling variable annuities, mutual funds, 529… Show more •Raised approximately $1 billion in assets during my tenure • Consistently in the top 10 percent for sales and new producers• Member of the President’s Club which recognized individuals who achieved an exceptional level of performance in both sales and professional wholesaling• 1995-1996 responsible for wholesaling mutual funds, retirement plans to all channels from Pennsylvania to Virginia • 1996-July 2008 responsible for wholesaling variable annuities, mutual funds, 529, retirement plans to the independent, regional, wire house, and bank channels• Extensive presentations to both advisors and their clients• Taught continuing education for Insurance, CFP and CPA credits• Completed Fusion Presentations Skills Seminar. Show less

Regional wholesaler--responsible for sales of mutual funds, variable annuities and retirement plans to the bank channel from Northern New Jersey to Maine.

Responsible for financial advice to clients and prospects