Gene Chilton, MBA

Gene Chilton, MBA

Internal Wholesaler

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location of Gene Chilton, MBAKihei, Hawaii, United States

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  • Timeline

  • About me

    Transforming Lives and Businesses

  • Education

    • University of Minnesota - Carlson School of Management

      -
      MBA Business

      Activities and Societies: Student Council Statistics and Business applications,International business planningAccounting Operations management and LeadershipBusiness StrategyMarketingMacro EconFinancial Management

    • The American College

      2010 - 2011
      Chartered Life Underwriter
    • University of Minnesota-Twin Cities

      -
      BS architecture

      I raced as a collegiate in the inaugural IronMan Triathlon in Madison Wisconsin

  • Experience

    • The Weber Group

      Jan 2001 - Jan 2002
      Internal Wholesaler
    • Captial Professionals

      Jan 2003 - Jan 2004
      Sr. Internal Wholesaler
    • ING

      Sept 2005 - Jun 2012

      Establish and maintain key distribution relationships with ING’s core firms at the home office and divisional center of influence level to help the firm meet established production targets.Solicit, develop and maintain key account relationships with core firms who sell ING. Communicate benefits of ING and seek new opportunities for distribution. Provide on-going communication of relevant information and training of products to key account relationships and firms. Provide input into the development of products. Act as liaison to marketing and sales with new product and distribution ideas. Provide communication updates on projects to senior management. Show less

      • Head of Alternative Markets

        Feb 2012 - Jun 2012
      • Institutional Accounts Manager

        Sept 2006 - Feb 2012
      • Wholesaler

        Sept 2005 - Sept 2006
    • Symetra

      Jun 2012 - Mar 2014
      Regional Vice President

      Responsible for the direction and management of all sales and business development operations, including product positioning and territory sales strategy. Drive the company’s achievement of its customer acquisition and revenue goals working with a select group of General Agencies.Manage, mentor, coach, recruit and train financial advisers and give them the opportunity and capability of delivering annual revenue and profitability improvements.

    • Gradient Life Brokerage

      Jul 2014 - Jan 2015
      President -

      • Create, communicate and implement the strategy and vision for Gradient Life Brokerage and manage the overall direction of the company.• Represent Gradient Life Brokerage in the public through civic and professional association and responsibilities and activities in the local community, the state, and at the national level. • Maintain awareness of both the external and internal competitive landscape, opportunities for expansion, customers, markets, new industry developments and standards.• Complete responsibility for P&L and a team of 30 members in Kansas and Minnesota. Show less

    • FactRight, LLC

      Jun 2015 - Aug 2016
      VP Business Development

      FactRight provides independent analytical due diligence to the alternative investment community. With robust reports that encompass more than facts and figures, we give financial services firms a multidisciplinary analysis that drives good decision-making.

    • Self-employed

      Sept 2016 - now

      An amazing adventure is about to begin! Built for close calls in far-flung places. Built for tall tales and epic adventures. Built for finding comfort well outside comfort zones. Built for the wild.

      • Teacher

        Sept 2019 - now
      • Outside Sales

        Sept 2016 - now
    • Self

      Sept 2019 - now
      Teacher
    • Freelance

      Nov 2019 - now
      Business Coaching Specialist
  • Licenses & Certifications

    • Chartered Life Underwriter