Cody T.

Experience

• 

  Jackson National Asset Management, LLC

  Dec 2005 - Jul 2011

  Regional Vice President

  Regional Vice President-External Wholesaler (2007-2011)Internal Wholesaler-Variable Annuities (2005-2007)• Fostered new relationships all while managing existing relationships with financial advisors to increase the revenue of Jackson’s long-term retirement products throughout the territory of North and South Carolina• Identified and fostered leads from referrals, ad campaigns and territory canvassing• Managed the territory through the use of one-on-one meetings, group meetings, continuing education seminars, product seminars, and training workshops• Administered a discretionary annual budget of over $100,000• Jackson National Internal Wholesaler of the year (2006), helped increase production in Kentucky, Tennessee, and southern Indiana by 30% in 6 months Show less

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  Red Ventures

  Nov 2012 - Mar 2015

  Sales Agent

  Inside Sales Representative• Assisted Red Ventures in acquiring new customers for industry leading brands including ADT Home Security, Just Energy Electric Utilities, and Vonage Home Phone Service through both inbound and permission based outbound calls • Ensured a positive customer experience through education of product features and benefits, responding to questions and overcoming objections• Ranked in the top 16.7% of sales representatives for 2015

• 

  Berthel Fisher & Company Financial Services, Inc.

  Apr 2015 - May 2016

  Recruiter

  Recruiter• Engaged prospective registered representatives and successfully communicated the value proposition of Berthel Fisher & Company• Followed up on leads from multiple sources in order to develop relationships with potential recruits by phone, email, or on-site meetings• Structured and designed effective Offer Letters, Proposals, and Letters of Understanding in order to hire quality recruits • Coordinated and organized monthly road trips for prospecting new advisors across the country while connecting with current advisors • Developed and helped facilitate the execution of succession plans for advisors looking to retire and/or purchase a book of business• Recruited 12 registered representatives with a cumulative gross dealer concession of $631,000 within the first 12 months of being hired Show less

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  Transamerica

  Sept 2016 - Feb 2020

  Financial Advisor (Retirement Plan Specialist)Transamerica Retirement Solutions Representative• Fully fluent and competent with respect to all issues related to qualified retirement plans and how they operate, what their advantages and limitations are, and how to properly advise clients of their options from a fiduciary standpoint• Provide comprehensive planning and advice regarding clients’ investment and retirement strategies• Consistently ranking among the top 3% of advisors in the company for annuity referrals and IRA applications funded (averaging 24 new accounts every month bringing in, on average, 1.6 million dollars per month)• Working with a dedicated assistant to attend to the necessary administrative work associated with financial transactions• Advancing to a role where a book of business is fully retained and accumulates trail commissions that are paid on advisory accounts• Identifying clients and their multi-product needs• Looking for proactive ways to make it simple for our clients to do business with Transamerica• Providing complete and accurate information regarding retirement and annuity investment products while focusing on client satisfaction• FINRA Series 7 and 66 licensed, proficient in AWD and Salesforce Show less

  • Financial Advisor (Retirement Plan Specialist)

    Mar 2018 - Feb 2020

  • Retirement Services

    Sept 2016 - Mar 2018
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  Empower

  Feb 2020 - now

  • Sr. Retirement Consultant- Distribution Advice Team

    Feb 2022 - now

  • Sr. Retirement Consultant - Strategic Outreach

    Feb 2020 - Feb 2022