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.

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.

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.

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.