Christopher Phillips

Christopher Phillips

Squad Leader

Followers of Christopher Phillips1000 followers
location of Christopher PhillipsCarmel, Indiana, United States

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  • Timeline

  • About me

    Regional Marketing Director/ External Wholesaler

  • Education

    • Ball State University

      -
  • Experience

    • United States Army

      Apr 2005 - Apr 2008
      Squad Leader

      • Supervised and managed a group of ten junior enlisted personnel with a worldwide contingency forcepackage that provides support to soldiers in Operation Iraqi Freedom, responsible for their health, moral, welfare, and discipline• Provided interdepartmental technical guidance across all personnel ranks• Coordinated marking, classifying, and washing operations, and inspected, classified, and determinedreparability of textile and webbed items received for repair• Estimated supply requirements, requested supplies and assured receipts Show less

    • Jackson

      Jan 2008 - Jan 2013
      Internal Wholesaler

      • Drove product sales by working in coordination with external wholesaler to develop, maintain, andstrengthen relationships with new and existing advisors• Developed marketing strategies and campaigns to achieve territory and company goals• Leveraged consultative sales and practice management approach as well as partnerships with newproducers to expand customer base• Increased year over year producing advisors and existing advisor production• Produced $164 million in new assets under management in variable annuities for 2012 Show less

    • Transamerica Life Insurance Company

      Oct 2013 - Nov 2020

      • Provided client-centric variable annuity solutions in the Edward Jones, Banks and Wire-house channels in Indiana, Illinois, Ohio and Western Kentucky• Grew start up territory from $15 million in average annual sales to consistently over $60 million in average annual sales by specializing in helping advisors become proficient in retirement income planning• Named Variable annuity Top 20 wholesaler for four of the last five years• Awarded Top of the Pyramid Wholesaler for 2017 - finishing in the top 10% of product line sales• Promoted to Regional Vice President in less than one year Show less • Built and maintained direct relationships with Edward Jones advisors to grow the variable annuity book of business in IN, MI and OH territories• Developed plans with Edward Jones Regional Leaders on how to effectively translate the Transamerica story as a new product partner with individual financial advisors• Attained 150% of goal for territory assigned• Collaborated with Regional Vice Presidents to achieve a common goal of increasing the company’s share of variable annuities solutions Show less

      • Regional Vice President

        Oct 2014 - Nov 2020
      • Internal Wholesaler

        Oct 2013 - Oct 2014
    • F&G

      Feb 2021 - Sept 2023
      Regional Vice President

      Annuities - Great Lakes Region Institutional Channel

    • Lincoln Financial Distributors

      Sept 2023 - now
      Regional Marketing Director

      Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN-5898339-082223

  • Licenses & Certifications

    • Securities Industry Essentials

      FINRA
    • Certified Fund Specialist (CFS®)

      Institute of Business & Finance
    • Series 63

      FINRA
    • Series 6

      FINRA
    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      State of Indiana
  • Honors & Awards

    • Awarded to Christopher Phillips
      Transamerica Top of the Pyramid Wholesaler Transamerica Edward Jones Channel December 1, 2017 Variable Annuities
    • Awarded to Christopher Phillips
      Army Achievment Medal (2nd Award) United States Army
    • Awarded to Christopher Phillips
      Army Commendation Medal United States Army
    • Awarded to Christopher Phillips
      Army Good Conduct Medal United States Army
    • Awarded to Christopher Phillips
      Global War on Terrorism Service Medal United States Army
    • Awarded to Christopher Phillips
      Iraq Campaign Medal United States Army
    • Awarded to Christopher Phillips
      National Defense Service Medal United States Army