Matthew Keating Email & Phone Number

Newark, New Jersey, US

• Prospected using both natural market, and significant emphasis on warm "leads".
• Completed comprehensive fact finding analysis of prospect's/client's life goals including savings, investment, retirement, legacy planning, etc.
• Presented concepts and solutions and closed several cases.

New York, NY, US

• Prospected using mostly natural market, and leads.
• Used financial analysis software on prospect's/client's current overall savings situation, and projected future retirement needs.
• Presented results and solutions. Closed cases using strong skill set.

• Asked by Head of Distribution to create a comprehensive sales reporting system across all RS Investment sales channels. System was used by senior management to support sale of Company (2016) and maximize shareholder.

• Challenged with increasing RS Fund representation on major retirement Platforms.
• Partnered with Key Accounts team to secure referrals with top retirement advisors.

• Worked closely with Managing Directors and SVP’s of Mutual Fund/Annuity, Individual Life and 401k Divisions to drive revenue growth by promoting cross selling opportunities.

• Promoted to develop and implement plan to expand sales of Hartford Investment Bonds and introduce Hartford Pension products into the underperforming UK operation.
• Expanded national wholesale distribution, increasing from 9 external Sales Consultants and 1 Divisional Manager in 2005, to 27 external Sales Consultants and 3 Divisional Managers in 2007.
• Implemented new sales model which created accountability for significantly improved results.
• Increased annual sales from $300MM to $1.6B

• Promoted to re-invigorate underperforming Mutual Fund business that had been missing sales goals since 1996, including creating and executing a business turnaround.
• Rebuilt, trained, and mentored the external and internal sales team; Implemented a new sales model that established a culture of accountability.
• Reinforced and enhanced our new message with our biggest customer, Edward Jones; increased their business by 150% in two years.
• Increased sales from $100MM to $250MM+ annually, surpassing all goals.

• Post-acquisition of PLANCO Financial Services, Inc. by Hartford Life, Inc., selected by National Sales Manager of Independent Channel, to oversee relationships with top decision makers at several partner firms.
• Our team increased sales in 20 partner firms from $500MM in 2000 to $1.6B in 2004, which was significant to the entire Independent Channel with sales of $4.0B.
• Channel became the fastest growing at Hartford Life, and the #1 seller of variable annuities in the Industry.

• Developed and launched Single Premium Variable and Immediate Variable Annuity. Created Broker Guide, Broker Facts-at-a-Glance Sheets, Hypothetical Software Illustrations.

• Senior member of team that launched The Hartford Mutual Funds. Created collateral material for Fund family. Included Customer Brochure, Fund Sheets, Broker Guide, Quarterly Performance Sheets, etc.

First member of Hartford Life’s Management Development Program. Rotations included Individual Life National Sales Team, Operational projects, and managing a small team of employees in the Cash Management area.

Marketed financial services products and property and casualty products to the retail public.

Marketed financial services products to the retail public.

Master Of Business Administration - Mba, Marketing, Finance

Bs, Economics