Todd Harrell Email & Phone Number

Birmingham, Alabama Area

• Responsible for sales quota of $10 million annually.
• Designated territory includes Alabama, Arkansas, Mississippi, and South Carolina.
• Distribution of recordkeeping services, trustee and discretionary investment services as well as brokerage window services.
• Sales process includes selling services to both C-suite executives and firm administration.
• Solid sales process includes the use of the Salesforce CRM database.
• Prospecting includes direct dialing law professionals and setting appointments for face to face meetings with retirement committees.

One of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services.Provide comprehensive financial planning services, including information gathering, asset analysis.

America's leader in financial planning with more than 110 years of history. More than 2.8 million individual, business and institutional clients and $480 billion in assets owned, managed and administered.Provided financial planning services on a range of products including stocks, mutual funds, life insurance, disability insurance, and other investments.

From prepress to mailing services, a 110,000-square foot facility that handles all printing needs. Created, coordinated and implemented solutions to challenges throughout each stage of the sales life cycleProduced initial and final estimatesFacilitated preproduction meetings involving outside designers and customerServed as liaison between the customer and.

Managed key accounts including coordination of the entire print production process Offered technical support and service to customer, sales, manufacturing and accounting