External wholesaler supporting Texas based financial advisors and their clients by creating and maintaining retirement plans specifically built to meet their needs.

External wholesaler supporting Texas and Louisiana delivering quality retirement plan products to financial professionals and their business clients. Cuna Mutual Total Retirement Solutions offers flexible solutions, personalized support and proven strength to ensure retirement needs of plan sponsors and plan participants are met.

Responsible for the sales and marketing of qualified plans in the Houston area and partnered with major and independent financial brokerage firms, as well as RIAs, to support their efforts in assisting clients live the life they want in retirement. Teamed with Third Party Administrators in the design and implementation of qualified plans and ensure that plans are successfully maintained and serviced.

Wholesaler providing retirement plan sales, marketing, and technical support to Houston financial professionals and third party administrators to help clients prepare for and live in retirement.

Responsible for the sales and marketing of qualified retirement plans to Houston area financial professionals. Provide high level of support to include individual coaching as well as branch level sales and training on retirement plans, to increase plan sales in the region. Demonstrate exceptional service with consistent communication throughout the sales process for the plan sponsor, advisor, and Third Party Administrator.

Generated 401k sales within the Texas territory for all Smith Barney branches. Delivered presentations to financial professionals and plan sponsors on full service 401k plans to increase sales in the region.

Wholesaled a new 401k product within a 10 state territory by identifying, developing, and maintaining relationships with financial professionals for the small plan market.

Provided marketing support for various retirement plans while creating and expanding sales of 401k products to financial professionals. Also provided technical assistance regarding plan details and services, fees, and procedural information for new and existing plans.