Ralph Richetti Email & Phone Number

Pa, Nj, De

Radnor, Pa

Partnered with an Advisor Consultant to grow and develop a territory in PA & South New Jersey.Grew the territory 30% in gross sales.Educate non-Wire house Financial Advisors on Hartford Funds available at their firm and in their platforms.Deliver sales ideas and stories to achieve sales goal.Make proactive phone calls to brokers and financial planners to share sales ideas, provide product information, and offer sales support.Ask for referrals and businessProvide personalized, web-based hypothetical illustrations, and in-depth research analysis.Licenses Held: Life & Health Insurance, Series 6, 7, 26 and 63Please note that current regulatory policy does not allow me to receive endorsements of skills & expertise. All investments are subject to risk, including possible loss of principal. Ralph Richetti is a registered representative of Hartford Funds Distributors, LLC. 690 Lee Road Wayne, PA 19087

Radnor, Pa

Manage day to day operations.Coach, mentor and lead 15 direct reports.Interview, hire and train new employees.Licenses held: Series 6, 7, 63 and 26. Life & health insurance

Radnor, Pa

Partnered with an Advisor Consultant to grow and develop a territory in PA & South New Jersey.Grew the territory 30% in gross sales.Educate non-Wire house Financial Advisors on Hartford Funds available at their firm and in their platforms.Deliver sales ideas and stories to achieve sales goal.Make proactive phone calls to brokers and financial planners to share sales ideas, provide product information, and offer sales support.Ask for referrals and businessProvide personalized, web-based hypothetical illustrations, and in-depth research analysis.Licenses Held: Life & Health Insurance, Series 6 and series 63

Radnor, Pa

Work with wholesalers to continue to develop territories in NYC, Long Island, NY and CT.Educate Wirehouse Financial Advisors on Hartford Funds available at their firm and in their platforms.Deliver sales ideas and stories to achieve sales goal.Make proactive phone calls to brokers and financial planners to share sales ideas, provide product information, and offer sales support.Ask for referrals and businessProvide personalized, web-based hypothetical illustrations, and in-depth research analysis.Licenses Held: Life & Health Insurance, Series 6 & 63

Managed a territory by supporting Financial Advisors within Banking Institutions.Consulted Financial Advisors on Hartford Variable & Fixed Annuities.Provided ideas and solutions that will assist an Advisor to grow their business and help their clients reach their retirement goals and objectives.Hosted Branch & Referral Trainings to educate banking staff to identify qualified prospects and revenue opportunities for their Advisors.Conducted Seminars with clients and prospects by presenting ideas regarding fundamentals of investing, and retirement planning.Leveraged Resources such as: Retirement Wealth Consultants, 401k Specialists, Life Insurance Experts, and Mutual Fund Partners.

Maintained an extensive knowledge of the Hartford Variable Annuity Products, Fixed Annuities, Hartford 401k and Our CompetitionPerformed everyday requirements of a Internal Sales Representative: - 55 - 75 outbound calls, 3 hours of talk time per day, and 15 contacts with Financial Advisors to provide sales ideas and help grow their business. - Maintained and build strong relationships with Financial Advisors, Wholesalers, and Fund Partners in my territories. - Supported Wholesalers and Financial Advisors in the Bank & Independent channels to handle all service issues with paperwork, proposals and sales cycle.Attended Wholesaler Training Meetings and ToastmastersFacilitated in the training process of internal sales representatives.Traveled to various Mutual Fund Partner designations across the United States to share better practices and strengthen our business relationship.

Concentrated my efforts by fielding inbound phone calls from Wholesalers and Financial Advisors. Assisted Financial Advisors by organizing hypotheticals and supplying them with the most updated marketing material. Received Sales Coordinator awards such as: - DALBAR Silver and Bronze Medal - The Magnificent Seven Award