Michael Strobel Email & Phone Number

San Mateo, California, Us

Manage a team of Internal Advisor Consultants within the Private Wealth Division to exceed department standards. Provide ongoing coaching to effectively demonstrate selling and relationship building skills with financial advisors. Create environment where team will be able to enhance their skills by developing best practices and sharing them with their peers. Build relationships with internal and external management team.• Built, coached, mentored, and trained Northeast Central Division Internal Sales team resulting in exceeding monthly sales goals.• Evaluated Internal Advisor Consultant performance on a monthly and quarterly basis to identify opportunities for improving client contact through strategic scheduling. This strategy, in tandem with transaction quality improvements, resulted in increasing average scheduled contacts from 9 to 12 per representative.• Developed Virtual Conference protocol for effective online presentations using WebEx technology. Collaborated with Portfolio Managers and Product Managers to rollout site-wide monthly virtual conferences. Attendance ranged from 100 – 900 financial advisors nationwide per event. • Partnered with Divisional Sales Manager and Senior Advisor Consultants within the Northeast Central Division to ensure the Internal and External sales messages were consistent. • Attended various product partner conferences, such as Primerica and ICA, to connect personally with financial advisors

Responsible for the distribution of Franklin Templeton mutual funds, separately managed accounts, investment only 401(k), and 529 plans by engaging in high level, proactive communications with financial advisors through the application of macroeconomic and investment trends to identify advisor needs and share investment ideas • Embraced technology with the use of SET and the Online Scheduling Tool to lead company initiative to drive online scheduled appointments • Embraced technology with the use of Glance to conduct desktop sharing presentations on investment solutions and practice management ideas.• Embraced planning initiative to develop a comprehensive weekly plan that serves as a model for other Advisor Consultants.• Member of GLANCE Committee program to assist outbound sales with the development of standardized presentations on various topics• Mentored co-workers on new sales, marketing, and value-added ideas and sales processes consistent with Franklin Templeton mission.• Successfully managed $690 Million sales territory for 2012.

Managed day-to-day front and back office transactions, hired and trained new employees and maintained sales objectives.• Achieved Sprint’s highest award for exceptional sales (Pinnacle Club Award) for 2005 by demonstrating exceptional value to Sprint for sales and service.• Increased store sales by 15% at the end of 90 days by developing marketing strategy using inside and outside sales techniques.

Provided customers with various investment solutions, which included IRAs, ROTH IRAs, mutual funds, cash value life insurance, and variable annuities.• Consulted with individual clients on how to best achieve their investment goals. • Earned NASD Series 6 license.• Earned FL Life, Health and Variable Annuity license.