Suzy Klapperich Email & Phone Number

Greater Minneapolis-St. Paul Area

Specialize in providing a financial path to a comfortable retirement for clients while leaving a legacy to their beneficiaries. The personal touch I give allows me to take a proactive role in managing client relationships. I am able to manage client's expectation with my comprehensive knowledge on retirement planning, tax issues, risk management and estate planning.

Greater Minneapolis-St. Paul Area

Relationship Management, External Wholesaling, Business Development and Account Management personalized to each of my accounts while driving revenue to AdvisorNet Insurance.ProspectingPresenterCross Functional Team LeadershipOn Boarding New PartnersNegotiationsSellingProject ManagementBusiness AnalysisEnterprise ProcessesStrategicRelationship BuilderSeries 6|Series 63MN Life and Health

Greater Minneapolis-St. Paul Area

ONBOARDING Responsible for all aspects of Relationship Management including onboarding new partnersSuccessfully implemented launch of LPL PLUS partnership including financial advisor segmentation, marketing material selection and development and coordination with external and internal wholesaling team resulting in 2011 and 2012 sales over $300 million. STRATEGIC NEGOTIATORResponsible for negotiating revenue sharing, RFPs, product approvals, developing/implementing marketing campaignsCROSS FUNCTIONAL TEAM LEADERSHIPAnalyzed and implemented operational processes focusing on new business processes, licensing, contract/selling agreements and specialized in electronic order entry systems.PROVEN SALES GROWTHLaunched variable annuity at Wells Fargo doubling revenue for my firm.Developed lead generation program identifying centers of influence for field internal and external wholesalers.Executed internal program identifying target firms at LPL Financial resulting in business development opportunities at over 700 bank programs. PROJECT MANAGEMENT AND BUSINESS ANALYSISNegotiated with partner firms to prioritize and complete projects within specific timelines.Managed completion of complex mergers and acquisitions of Wells Fargo to create the largest broker dealer within firm and the #2 industry wide annuity distributor based on 2011 sales. Streamlined internal sales reporting system to clearly identify LPL Financial advisors by industry channel to allow for clear and concise wholesaling.

Responsible for learning features and selling points on over 100 fixed, variable and indexed annuity products in order to identify sales opportunities with financial advisors.