Andrew Slade, RICP®
Regional Sales Vice President / External Wholesaler at Brighthouse Financial- Claim this Profile
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Bio
Credentials
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RICP
The American College of Financial Services
Experience
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Brighthouse Financial
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United States
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Insurance
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700 & Above Employee
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Regional Sales Vice President / External Wholesaler
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2017 - Present
Serves as an expert and mentor on the financial planning process and annuity solutions available for financial professionals in the mid-west covering a six state territory. Educate and offer insights to advisors on market trends, annuity processes, and contract provisions. Deliver sales ideas and conduct advisor trainings on a weekly basis. Continue to fill pipeline daily with new client case illustrations to ensure that quarterly and annual sales goals are met. Work closely with internal partner to ensure that business plan is successfully implemented. • 2016 Annuity External Wholesaler of the Year – Dedicated Channel • 2017 Annuity External Wholesaler of the Year – Dedicated Channel • Grew territory to 146% over plan in 2016 • RICP Designation 2018 Show less
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MetLife
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United States
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Insurance
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700 & Above Employee
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Financial Services Representative / Registered Representative
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2010 - 2017
Financial Service Representative for investment and insurance services offered through MetLife. Worked with individual and business owners to achieve financial goals through the use of insurance and investments products. Able to cross sell a multi-platform of services ranging from group benefits, IRA’s, annuities, to 401K plans. Financial Service Representative for investment and insurance services offered through MetLife. Worked with individual and business owners to achieve financial goals through the use of insurance and investments products. Able to cross sell a multi-platform of services ranging from group benefits, IRA’s, annuities, to 401K plans.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Financial Specialist/Licensed Banker
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2007 - 2010
Offered financial solutions to Wachovia / Wells Fargo individual and business account owners. Maintained and grew an existing book of business to reach monthly sales and service goals. Further developed skills to profile a client’s needs and provide a sound solution that would meet his or her financial goals while providing outstanding customer service. • Met monthly sales goals by as much as 117%. • Top sales investment products performer in region 4 out of 12 months in 2009. • Received 14 service awards for delivering unmatched customer service. Show less
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Education
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1998 - 2001
Appalachian State University
B.S., Communications
Community
