Sam Ahern Email & Phone Number

Kansas City Metropolitan Area

Kansas City, Missouri, United States

Kansas City, Missouri Area

• Utilizing the progressive products represented by Ivy Investments, Ipartner with financial advisors to meet the investment planning needs of their clients. Specifically, I support the growth of advisors’ business by:
• providing product and market insight and ideas to enhance successful advisors' practices;
• building and sustaining long-lasting relationships in my territory through consistent and dedicated communication;
• offering value-added programs and presentations to help… Show more Utilizing the progressive products represented by Ivy Investments, Ipartner with financial advisors to meet the investment planning needs of their.
• offering value-added programs and presentations to help educate or update advisors and clients. Show less

Texas

• Support retirement advisors in the state of Texas
• Focus on qualified plan business working with advisors and record-keepers.
• Provide analysis, value add materials, market & product insight.
• Travel in territory to meet with advisors, host conferences, and present to plan sponsors/participants.

• Independent, RIA and Wirehouse advisor channel covering Dallas, New Mexico and Northern Louisiana.
• Independent and RIA advisor channel covering state of New Jersey
• Execute effective territory management to increase firm penetration and develop relationships
• Partner with wholesaler to formulate, implement and execute a business plan and sales strategy
• Deliver effective presentations and travel with external to obtain face to face client exposure and sales… Show more
• Deliver effective presentations and travel with external to obtain face to face client exposure and sales experience

Kansas City, Missouri

• Drove sales and created long-term relationships through inbound calls with financial advisors.
• Provided support to external and internal wholesalers with projects, conference calls, travel and back-up.
• Created Zephyr Style Advisor reports and Morningstar Hypotheticals for fund comparison and analysis.

Kansas City, Missouri

• Collaborated with clients to assess individual financial situations and developed strategic financial solutions to meet shareholders' needs.
• Worked on Outbound Team to re-engage clients and bring more assets in the door.

• Knocked door-to-door in residential areas to create new relationships and upgrade existing Comcast clients.