Tim Wolff Email & Phone Number

Hartford, CT, US

• Stogie Balls are a unique, memorable and customizable solution for golf enthusiasts and cigar aficionados alike.
• Patent pending design provides a storage solution for a burning cigar during a round of golf.
• Perfect solution for golf courses, they help to manage unintentional damage to golf courses, golf carts and reduce cigar liter and debris left on the golf courses.
• An ideal giveaway for those in sales and marketing who are looking to differentiate themselves with their clients and prospects.

Waltham, MA, US

• Recruited to spearhead the development of a multi-state territory, driving wholesale sales or variable, fixed and fixed index annuities.
• Embraced annuity startup opportunity and consistently increase sales by an average of 200%
• Successfully secured several new broker dealer relationships and executed selling agreements
• Efficiently adapted to the challenges posed by the COVID-19 pandemic, mastering virtual sales and technology concepts to maintain a competitive edge within my territory

Englewood, Colorado, US

• Hired to oversee sales distribution and key account relations for start-up Qualified Opportunity Zone fund.
• Strategic development and oversight of sales practices, personnel and processes
• Management and execution of new broker-dealer selling agreements
• Creation of client facing marketing materials and content

Jacksonville, FL, US

• Provides financial leadership and consultation by establishing strong relationships with financial professionals enabling value-added client interactions and comprehensive wealth management solutions.
• Recruited to expand sales efforts within the western United States through wholesale distribution of annuities, life insurance, long term care, disability insurance and asset management solutions.
• Cultivate new financial advisor relationships generating immediate sales across all product lines.
• Responsible for creation and execution of exclusive distribution agreement with top tier insurance carrier.
• Spearheaded newly created asset management distribution partnership generating expanded revenue source for firm.
• Consult, recruit and train financial advisors on various solutions offered by 25+ strategic partners.

Greenwood Village, CO, US

• Recruited to manage and develop through wholesale and point of sale efforts multi-channel variable and index linked annuity distribution within Colorado, New Mexico, Wyoming and Montana for brand-new business line.∙.
• Served on Wholesaler Advisory Council that addressed and implemented solutions for internal processes and marketing material design, proactively improving corporate efficiency and brand awareness within financial.
• Selected to professionally represent corporation at broker dealer conferences and due diligence events, resulting in lead generation and product awareness.

Boston, Massachusetts, US

• Rebuilt multi-state territory representing mutual funds, alternative investments, ETF’s and 529 sales within financial planning and Edward Jones channels in Colorado, New Mexico, Wyoming and Montana.
• Implemented successful marketing team strategy, driving consistent territory sales growth of 25% annually.
• Honored as Financial Planner Fast Start Award winner during 2012 with 72% sales growth.

Boston, MA, US

• Managed and developed large assigned geographic territory for variable annuity, 529 and fixed annuity distribution within channels, including Edward Jones in Colorado, New Mexico, Montana and Wyoming.
• Prospected aggressively and presented products and sales ideas to key decision-makers during cold calls, in-person meetings, presentations and at national conferences.

• Oversaw sales operations, including hiring and training 1 internal and 3 external wholesalers, created and managed $500K annual budget, policies and procedures, compensation, contact management and strategic oversight
• Received Employee of the Year recognition in 2003 for generating the most new sales in company history.

Newark, New Jersey, US

Territory Included: CO, UT, AZ, NM

Denver, Colorado, US

Manager, Supervisor, Representative