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<pre>Array ( [var] => cut_url ) </pre> Resume for Tim J. for Salesperson / Representative / Financial Services in Chicago, Illinois. Search More Resumes for Salesperson / Representative on Resumark.com #7TXZSF6O4
 

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Resume for Tim J. for Salesperson / Representative / Financial Services in Chicago, Illinois




Occupation: Salesperson / Representative Industry: Financial Services
Country: United States City: Chicago
State: Illinois ZIP: 60618



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Timothy J. II
N Bell Ave, unit , Chicago, IL
..
CAREER OBJECTIVE
Accomplished Wealth Management Professional is seeking out a company that will allow me to expand the
distribution of products and manage key relationships to reach sales goals. I’m very well versed and have over eight
years of successful sales experience in Financial Planning, Managed Money Accounts, Annuities, Qualified
Retirement Plans and Life Insurance. Plus over four years of sales management and recruitment experience over
registered platform representatives. Wholesaling distribution channel experience includes wirehouses, regionals,
independent financial planners, and banks. Focus accounts include Edward Jones and Prudential Securities.
PROFESSIONAL EXPERIENCE
Prudential Chicago, IL Present
External Annuity Wholesaler
• Emphasize financial planning concepts to work as a business consultant to financial advisors in the area of
retirement income planning
• Conduct client seminars for financial advisors to increase business to Prudential Annuities
• Consult with financial advisors to profile their books of business’ to look for sales opportunities and
solutions to meet clients goals and objectives
• Conduct joint appointments with financial advisors and their clients to close business
• Cover the states of IL,WI,IA, NE, ND, MN and SD to provide proper territory management and manage
expenses properly
Hartford Life Chicago, IL
External Life Insurance Wholesaler Business and Estate Planning
• Emphasize financial planning practices to incorporate life insurance, estate planning, and hybrid long term
care products into producers’ business models.
• Educate advisors, their clients, and centers of influence on advanced planning techniques with regards to
taxes and estate planning to close large cases
• Profile advisors’ books of business to identify sales opportunities and provide point of sale assistance when
needed to close business
• Finished in the top % of wholesalers in the central region
• Implement proper territory management to cover and increase sales in the territory of IL and WI for
wirehouses, independents, banks, and insurance agencies.
• Conduct seminars for advisors’ clients and prospects
U.S. Bancorp Investments and Insurance Private Client Group St. Louis, MO
Financial Consultant
• Territory production of over k in gross revenue. With high emphasis on financial planning for affluent
and high networth clients
• Retirement Income Planning/Rollover Specialist High emphasis on Annuities and Managed Money
• Top % Life and Health Insurance Producer in the Company
• Train, manage, recruit, and provide point of sale assistance to investment platform representatives to achieve
territory production goals and grow production
• Teach Investment concepts at internal meetings for branch managers, bankers, and licensed reps.
• Conduct seminars to bring in new investment and insurance revenue
• Effectively manage client assets by making investment recommendations and financial plans to accomplish
client goals.
• Work with centers of influence to generate new affluent/high net worth clients.
• Develop coaching and training techniques for management, private bankers, and other staff to make them
knowledgeable of possible referral opportunities for affluent/high net worth clients.
Banc of America Merrill Lynch Wealth ManagementClayton, MO
Financial Advisor
• Manage Assets/Liabilities of an Affluent and High Net Worth Client Base
• Responsible for bringing in new Affluent and High Net Worth Clients
• Offer clients feebased consulting service products for Investment Portfolios
• Structure complete Wealth Management plans consisting of lending products, investments,
insurance, retirement plans, and college funding
• Conduct Seminars, Networking Strategies, and Referral Strategies to increase revenues
U.S. Bancorp Investments and Insurance Private Client Group St. Louis, MO
Financial Consultant
• High emphasis on financial planning for affluent and high networth clients
• Retirement Income Planning/Rollover Specialist High emphasis on Annuities and Managed Money
• Train, Manage, Recruit, and provide point of sale assistance to investment platform representatives to
achieve territory production goals and grow production
• Teach Investment concepts at internal meetings for branch managers, bankers, and licensed reps.
• Conduct seminars to bring in new investment and insurance revenue
• Effectively manage client assets by making investment recommendations and financial plans to accomplish
client goals.
• Work with centers of influence to generate new affluent/high net worth clients.
• Develop coaching techniques to make personal bankers and tellers knowledgeable of possible referral
opportunities for affluent/high net worth clients.
Edward Jones Ferguson, MO
Investment Representative
• Effectively manage a client book of business through the development and execution of strategic investment
plans tailored to meet clientspecific financial objectives.
• In charge of training and directing branch office administrator to manage an efficient office.
• Implement cold calling, doortodoor solicitation, and targeted seminar presentation sales techniques to
successfully generate revenue.
Education
Lindenwood UniversitySt. Charles Missouri
Bachelor of Arts in Business Administration
Kaplan UniversityDavenport Iowa
Certificate in Financial Planning
Professional Licenses and Designations
Certified Financial Planner ™
Series ,,
Life and Health Insurance

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