Wesley Ayers Email & Phone Number

Lansing, Mi, Us

● Act as the subject matter expert on external advisory platforms and financial technology platforms such as MoneyGuide, eMoney, Nitrogen (Riskalyze), etc.● Conduct virtual and on-site trainings with financial advisors and internal Jackson stakeholders reviewing how to maximize available financial technology and advisory platforms● Partner with key account managers within the company to gain knowledge and insight into the existing advisory and technology options of partner firms and relay that information to key internal stakeholders● Contribute to the sales process by helping advisors model Jackson annuities into their financial technology● Travel and present retirement planning topics to large groups of financial advisors● Author White Papers on financial planning concepts such as the use cases for RILA annuities

Lansing, Mi, Us

● Official mentor for a pod of 4-10 internal wholesalers who each have territories of 100 million + in annual sales● Lead meetings to coach, review sales strategies, and bring in guests from other departments to train pod members● Meet one on one with pod members to train on the sales process, investments, and our products● Personally review calls for accuracy and compliance issues for every pod member● Strategize with Desk Director on training ideas, coaching opportunities, and company initiatives● Consistently the technology leader on the team by creating new ways to use systems and repairing technology issues● Awarded Team Lead of the Quarter for Quarter 1 of 2023● Fulfill the responsibilities of an internal wholesaler (detailed in previous role)

Lansing, Mi, Us

● Meet key KPIs such as volume of calls, quality of calls, in person meetings set for External Partner, and sales goals● Have a deep understanding of financial markets and categories of investments ● Use the sales process to effectively sell advisors on Jackson solutions, overcome objections, outsell competitors, and help advisors close the final sale with clients● Effectively operate out of 4 different times zones● Took on double the responsibility for 2.5 years to help the company through a staff transition by doubling my partnership from 1 to 2 external wholesalers and territories● Consistent presenter in Meetings on investment, sales, and system topics● Awarded Internal Wholesaler of the Quarter for Quarter 1 of 2022

Lansing, Mi, Us

Lansing, Mi, Us

Columbus, Ohio, Us

● Provide service to internal and external customers to assist with service and sales inquiries; uncover routine sales opportunities and market Nationwide products● Educate consumers and producers on product features and benefits● Analyze problems to determine proper course of action, resolve routine errors and involve the appropriate internal administrative areas to ensure accurate completeness of other issues

● Record and report all donations on Paypal and send in depth reports to Executive Directors● Separate, organize, and analyze all purchases and income from the counseling checking account using Aplos software● Create, adapt, and improve a monthly company budget ● Used connections to independently coordinate a meeting with the head of Human Resources at Worthington Industries to helped create jobs for clients in recovery

Knoxville, Tn, Us

● Manage business and consumer Verizon Wireless accounts● Hit key metrics from manufacturer and Verizon contracts that make Cellular Sales profitable while providing excellent customer service● Create a non aggressive sales environment for customers● Efficiently navigate both Verizon’s point of sales system and Cellular Sale’s internal system while maintaining a one on one enjoyable experience for the consumer or business● Consistently top 15 most profitable representative for Cellular Sales in the Columbus Ohio Market

Worthington, Ohio, Us

Bachelor Of Arts (B.A.), Business Management

High School Diploma

Education record