Tom Cwikla Email & Phone Number

• Wholesaler in NY, PA, OH, MI, WV, KY (Previously NYC, NJ, Eastern PA, MD, VA)Wholesaler of the Year 2013 for individual product lines (Annuity, Life, DI, and LTCi)One of the youngest Annuity Wholesalers when Promoted.
• YOY Growth every year for past eight years in territories that I manage(d).
• Currently manage the growth of a $400 million+ territory. Access to potential sales from 1200+ advisers.
• 7 out of 8 years in a row in top half % to target goal ranking against peers. Three times in top two
• Manage weekly concise zone rotations through territory. Sequoia trained in managing territory, Fusion trained in presentations.
• Facilitate 2-3 group presentations (5-25 advisors) and consistently hold 30+ 1:1 meetings.

In Addition to below, organize weekly meetings to discuss ways to increase volume of sales, efficiency of call times, and productivity of External/Internal partnership.

• Support external wholesaler with sales partnership and inbound/outbound calls to drive sales in CT, RI,&Upstate NY sales territory.
• Worked closely with External Wholesaler to develop and execute on business plan.
• Awards and Recognition: Internal Wholesaler of the Year 2010.
• Lead outbound sales calls in 2010
• Organized and managed all business development for the territory.
• Created and developed new relationships with agents and brokers.

Financial Representative tasked to give financial advise, building investment portfolio, and protecting my clients from the unforeseeable circumstances that Life or Death may bring upon them and their family (Life,DI, LTC).