Scott Talley Email & Phone Number

Greater Philadelphia Area

The named individual is a registered representative of Equitable Distributors, LLC (Equitable Distributors Insurance Agency, LLC in CA; Equitable Distributors Insurance Agency of Utah, LLC in UT) and an agent of Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), and Equitable Financial Life Insurance Company of America (Equitable.

www.verticalus.com

Baltimore, Maryland Area

Responsible for sales of mutual funds and annuities through Sammons Retirement Solutions in the states of DE, MD, DC, and VA.

Greater Philadelphia Area

• Responsibilities included direct sales of Symetra’s annuity and life insurance products to advisors within select bank, wirehouse, and independent channel distribution in the states of Delaware, New Jersey, and New York.
• 157% of annual goal for fixed annuity, indexed annuity, immediate annuity, and single premium life insurance sales.* Key firm relationships included Chase, Wells Fargo, HSBC, Primevest, Raymond James, and LPL.

Greater Philadelphia Area

• Responsibilities included direct sales of ING’s annuity product line to advisors in bank, wirehouse, and independent channels. Coverage primarily was to financial institutions in the states of NJ, DE, MD, PA, and DC.
• Career sales in excess of $750 million.
• Ranked #5 in the company for new producers of a newly launched mutual fund platform as ING exited the variable annuity space in 2010.
• Ranked #9 overall with sales of $62 million in 2009 covering advisors in banks, wirehouses, and independents.
• Ranked #3 in bank channel sales in 2008 with $90 million and a President’s Club qualifier.
• Ranked #3 in bank channel sales in 2007 with $100 million and a Century Club qualifier.

Greater Philadelphia Area

Responsibilities included direct sales of all WTC banking and brokerage accounts.Top 5 in overall sales of banking products in the company in 1998.#1 in brokerage sales for the retail financial specialist position in 1999.Worked as a sales consultant in newly created Financial Sales Phone Center.Obtained Series 6 and 63 licenses.

Greater Philadelphia Area

Responsibilities included direct sales of Xerox copiers, facsimiles, and printers to the Wilmington, DE market.Grew sales 35% to $25,000 in 1995.Doubled sales to $50,000 in 1996.Doubled sales to $100,000 in 1997.Consistently met requirements for # of sales, meetings, cold calls, and sales presentations per month.Attended Xerox sales training for 1 week