Experience

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  Pacific life

  Sept 1998 - now

  PACIFIC LIFE, Newport Beach, CASenior Internal Wholesaler, 1998 to 2009Sales Manager - Financial Institutions Division: Internal Wholesalers, 2005 to 2007.1998 to 2009 Recruited to be a Senior Internal Wholesaler and received a promotion to serve in a dual leadership role from 2005 to 2007.Senior Internal Wholesaler• Conducted in-depth analyses of clients' investment needs to present powerful, customized financial solutions that helped each individual achieve unique financial goals.• Significantly increased business from existing client base via aggressive sales of variable & fixed annuities, mutual funds, asset allocation programs, retirement plans, and 529 plans.• Honored as "Internal Consultant MVP" three different years between 1999 and 2005 as the department's top producer. Sales Manager• Built, trained, and optimized the performance of a team of 18 Internal Sales Consultants that achieved record sales numbers across consecutive years and played a key role mentoring several Consultants that were promoted to management positions.Provide sales ideas and case design for financial professionals who work with Mutual Funds, Variable Annuities, Retirement Plans and 529 PlansInterviewed and hired qualified candidates. Trained, mentored and managed 15 new sales reps in accomplishing the channel's variable annuity and mutual funds business production.Problem-solved by utilizing strong conflict resolution, mediation and negotiating skills. Show less

  • Senior Internal Wholesaler & Sales Manager

    Sept 1998 - now

  • Senior Internal Wholesaler

    Sept 1998 - now