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 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 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 •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 experience• Uncover and analyze needs to recognize potential sales/service opportunities Show less

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.