John Emilson Email & Phone Number

Denver Metropolitan Area

Greenwood Village, Co

Regional Bank Wholesaler for Variable Annuity and Single Premium Universal Life wealth transfer strategies. I build relationships with bank advisors from firms consisting of: Capital One, BBVA Compass, Regions, CUSO, Suntrust, M and T, Key Bank, US Bank, BBTSF, BB and T, etc.in the Mid Atlantic/Southeast Region. I prospect, profile and consult to get new producers comfortable with a relatively new, unique retirement product. I educate advisors on our Variable Annuity, fund offerings and position us within the grids of available options for our partners. I am the internal product specialist for my colleagues regarding placement, tax issues, case design, business planning and creating strategic sales development at Great West.

Denver

Wirehouse / Bank Channel Wholesaler. Working closely with annuity specialists and financial advisors, I proactively employed solution-selling techniques to design financial sales strategies at Wells Fargo, Raymond James, UBS , Morgan Stanley, Merrill Lynch, BBVA Compass, Cetera, etc for our shared clients. Case design focus was on retirement income, RMD's, and Social Security strategies maximizing income for clients. Required extensive knowledge of features, benefits, advanced concepts within the marketplace and relative to industry trends. I have extensive regulatory knowledge and competitor information for the variable annuity industry as a whole. Increased YOY sales of variable annuity products for Mid Atlantic territory by 241%. Established new territory on Gulf Coast with an amazing 1500% YOY revenues with Transamerica Variable Annuities. Prospected, profiled and worked tirelessly to "on board" new advisers and relationships. Established long term relationships for increased market penetration.

Greater Denver Area

Identified, qualified and prepared proposals for 401k group retirement accounts for assigned territory of Colorado, Kansas and Wyoming. Built in-depth analysis of fees, expenses, plan documents, contracts, adoption agreements for competitive evaluation and leveraged Mutual of America’s competitive efficiencies and superior market standing. Developed strategic sales plan for territory. Formally presented findings to Boards of Directors, Finance Committees, business owners and other executive level groups. Worked to ensure new takeover plans were compliant with current regulatory standards as well as Mutual of America’s underwriting guidelines. Serviced existing accounts for retention with preparation of plan amendments, quarterly updates, participant meetings and potential rollover opportunities. Sought and managed pipeline for additional accounts of no less than $5 million in aggregate 401k assets under management for conversion and acquisition for Mutual of America.

Greater Denver Area

Grew YOY (2006) annual new VA premiums by 142% for the territory in the State of Alabama. Partnering with an External Wholesaler in our territory, I prospected, profiled and obtained independent financial advisers to increase sales of Variable Annuities for JNL. This work included hosting webinars, conference calls, cold calling, conducting continuing education seminars and making face to face meetings to drive business. I coordinated schedule for external wholesaler in the territory to maximize time in territory and the quality of potential for new producers. In 2006, I secured $57M of new business within Alabama. I actively competed in company-wide sales presentation contest and ranked in the Top 10 out of 125 participants. I also completed the Retirement and Wealth Strategies course detailing high level use of Trusts, multi-generational qualified asset transferrance and enhanced death benefits to create increased legacy planning for clients. Worked actively with representatives of LPL, Raymond James, Security Service Network, NPH, Lincoln Financial, Commonwealth Financial, Investacorp, etc. Prior to taking on VA territory, I also worked in TN, AL and GA for Equity Indexed Annuities.

Greater Denver Area

Prospected, qualified and obtained new expedited shipping business opportunities for DHL. Greater Denver Metro area territory. Secured new accounts totaling $1.5m in the first three months. Target accounts were companies with high priority shipping needs to compete with FedEx and UPS from a pricing standpoint. Prepared detailed shipping analysis and proposals for prospective clients and presented regularly to C Level buyers. Extensive customer facing position in the B2B executive level sales arena.

Denver

Managed large sales territory as both a retail and corporate Account Executive for United Airlines. Territory consisted of: New Mexico, West Texas, Nebraska, Southern Arizona and Montana. Negotiated and presented complex corporate solutions contracts for large corporations with flying revenues in excess of $15 million each for UAL. Maintained travel agency relationships for accounts with American Express, Carlson, AAA, Navigant and others. Actively sought new corporate opportunities through prospecting and thorough qualifying. Communicated and presented company initiatives to external customers and routinely reviewed client performance from a United Airlines perspective to gauge contract efficiency. Constant airline station communication with line employees. Heavy travel within the territory to maintain exposure of UAL's presence and providing incentive/support to our clients to increase market share.

Greater Denver Area

DEN Ramp Service to Courier in Downtown DEN Station (BKF).

Greater Denver Area

Managed 45 employess in all aspects Food and Beverage. Received the first ever Four-Diamond rating from AAA under my supervision.

Greater Denver Area