Mark Pottle Email & Phone Number

Dallas, Tx

Investment management distribution for defined contribution plans

Dallas, Tx

Defined contribution external wholesaler.

Small to mid size 401k sales distribution throughout Kansas, Missouri, and Iowa by partnering with Fidelity’s retail offices to cross sell retirement plan services to regional clientele and forming relationships with both regional and national intermediaries for potential referrals and partnership opportunities.-Developed the Kansas City office into the 4th referring market in the nation in 2009, leading them to achieve the number one ranking overall amongst 132 offices.-Created and implemented production targets to drive increased opportunities and accountability with business partners.-Built and cultivated a network throughout the community to introduce our services to potential referral resources including accountants, attorneys, registered investment advisors, and consultants.-Mentored new hires on tools and techniques to utilize throughout the sales process.

Managed a national sales force focused on developing new defined contribution and payroll relationships for Fidelity’s Emerging Market Division.-Managed and developed a field and phone based sales force across two products for Fidelity resulting in over $400 million in new assets under management.-Created and implemented training curriculum for new hires and built mentorship program leveraging the unique talents of each team member.-Acted as a liaison between payroll and implementation business partners on how to maximize distribution and drive client satisfaction-Produced national sales results, delivered results to senior management and developed strategic initiatives to enhance performance.

Extensive impact on sales distribution throughout the Mountain West region by effectively partnering with Fidelity’s retail offices to cross sell retirement plan services to regional clientele.-Developed and closed sales opportunities to drive the Mountain West region to one of the top markets per head in the United States.-Revitalized region through relationship building, and management to increase qualified leads from business partners from 313 to 635 in one year. An increase of over 103%.-Created and implemented training curriculum through leadership role to drive increased opportunities and accountability with business partners-Successfully built a closing strategy with regional retirement consultants effectively increasing sales from 39 to 72 plans within a one year period. An increase of over 85%.-Provided mentoring and coaching to peers to expand sales strategies and identify opportunities to increase their performance.