Greggory Waite

Experience

• 

  MassMutual

  Sept 2008 - Sept 2020

  Managed team of internal wholesalers providing sales support for over 8K advisors across life insurance, annuities, disability insurance and long-term care. Oversaw the day to day operations while focusing on individual and team growth/development. Accountable for driving high levels of product expertise, selling skills, effective territory management and achieving annual sales targets.• Managed highest producing territory of 2019 with over $1.1 billion in sales across all product lines• Developed and utilized a monthly call coaching process including a detailed write up concentrating on strengths as well as areas of improvement• Coordinated with each territory monthly, reviewed sales results, challenges and next steps. Documented each meeting and delivered a written summary to all members• Identified and recruited top talent to build out a top performing team• Delivered key sales insights on product builds focused on field feedback, team impacts and estimated sales Show less Managed $200+ million-dollar territory with over 500 advisors. Created and implemented a strategic territory plan consisting of inbound/outbound calls, group presentations and face to face meetings. Subject matter expert for life and annuity products.• Delivered pre and post-sale technical product support to advisors, agency staff, brokerage directors and brokers focusing on product benefits, performance and case design• Brought a territory from 4th overall in annuity sales to 1st overall within first 5 months• Analyzed competitor data, providing breakdowns of key benefits and side by side comparisons helping advisors compete and close business• Utilized technology such as Skype, Microsoft Teams and Zoom to host individual and group meetings Show less

  • Regional Sales Desk Director

    Aug 2017 - Sept 2020

  • Life/Annuity Internal Wholesaler

    Aug 2011 - Aug 2017

  • Call Center Customer Service Representative

    Sept 2008 - Aug 2011
• 

  Lincoln Financial Group

  Aug 2021 - Nov 2024

  Internal Sales Desk Manager

  Led team of 12 internal wholesalers collaborating with key internal and external business stakeholders to create key initiatives which delivered the organizations business objectives.• Collaborated with National Sales Managers and Divisional Sales Managers to create sales and marketing campaigns that gained 100% alignment against the business objectives. • Partnered with key account relationship managers and internal business leaders to establish strong relationships with the field as well as across internal teams.• Participated in key calls to help drive initiatives and create focused product launch plans.• Utilized bi-weekly 1 on 1’s and monthly call review sessions to identify team and individual strengths while providing targeted coaching to employees on areas with opportunity for improvement.• Managed teams across multiple channels with key customers within the producer group, agency, POS and ABGA relationships. Show less