Nathan Rogerson Email & Phone Number

Minneapolis, Mn

Currently a small independent marketing organization that helps Financial Advisors and Agents find the right strategies and products. We provide Financial Advisors and agents with strategic insurance solutions to help address the needs of their clients. We are a full service organization offering...Case Design and Illustration AssistanceSales SupportScrubbing and Tracking of New BusinessCase follow upPolicy Support after the saleOnline and Offline Lead Generation… Show more Currently a small independent marketing organization that helps Financial Advisors and Agents find the right strategies and products. We provide Financial Advisors and agents with strategic insurance solutions to help address the needs of their clients. We are a full service organization offering...Case Design and Illustration AssistanceSales SupportScrubbing and Tracking of New BusinessCase follow upPolicy Support after the saleOnline and Offline Lead Generation Strategies and more...We currently have access to the nations leading insurance companies and can provide our advisors with a plethora of product solutions to fit any insurance strategy. We currently work with broker dealers, banks, and independent agents across the country to provide sales support for Life and Annuities. We look forward to growing our relationships with our key partners and helping their business grow. Show less

Minneapolis, Mn

In 2011, I was promoted to Director of Annuity Distribution. This role had added responsibilities including those of my predecessor which included… - Develop and maintain annuity production through the execution of a detailed marketing plan including training and developing successful working relationships with partner offices, distribution partners, and point of sale.- Support and advocate for corporate objectives- Execute wholesaling functions nationwide working… Show more In 2011, I was promoted to Director of Annuity Distribution. This role had added responsibilities including those of my predecessor which included… - Develop and maintain annuity production through the execution of a detailed marketing plan including training and developing successful working relationships with partner offices, distribution partners, and point of sale.- Support and advocate for corporate objectives- Execute wholesaling functions nationwide working with partner offices in multiple territories - Maximize opportunities to grow advisor relationships and sales.- Support and participate in various Strategic Partner firm meetings and conferences- Manage travel expenses and budgets effectively. Deliver administrative reports in a timely manner. Show less

Minneapolis, Mn

Starting in May of 2010 I wore two hats at Capitas Financial. I was the Manager of Annuity Marketing and the Manager of Sale Operations for Capitas Distributors, a sister start-up company dedicated to hiring Sales force to serve our institutional markets accounts. This role included the following tasks… - On boarding of new Sales Vice Presidents - Working with our Manager of National Accounts to coordinate the placement of SVP’s - Working with Partners offices to define… Show more Starting in May of 2010 I wore two hats at Capitas Financial. I was the Manager of Annuity Marketing and the Manager of Sale Operations for Capitas Distributors, a sister start-up company dedicated to hiring Sales force to serve our institutional markets accounts. This role included the following tasks… - On boarding of new Sales Vice Presidents - Working with our Manager of National Accounts to coordinate the placement of SVP’s - Working with Partners offices to define assigned territories- Assist in the management of national account relationships where SVP’s would be working- Develop sales operations manuals and guidelines for SVP’s to hit desired production requirements. - Coordinate sales projections and business plans with CEO to establish funding for the project.- Build performance models for presentations and investor meetings Show less

Greater Minneapolis-St. Paul Area

In 2008 I joined Capitas Financial and it's team to build it's wholesale annuity division from scratch. - Worked closely with partners around the country to develop operational standards.- Implemented technology and software systems to track and monitor new business and licensing- Developed marketing plans and strategies for partners and distribution channels - Worked closely with partners across the nation to hire and train marketers and GA's - Built and managed… Show more In 2008 I joined Capitas Financial and it's team to build it's wholesale annuity division from scratch. - Worked closely with partners around the country to develop operational standards.- Implemented technology and software systems to track and monitor new business and licensing- Developed marketing plans and strategies for partners and distribution channels - Worked closely with partners across the nation to hire and train marketers and GA's - Built and managed relationships with our insurance carrier partners.- Worked closely with partner offices to help them define and hit production goals - Built key distribution relationships to increase production Show less