Experience

Flexible Plan Investments, Ltd.

• United States
• Financial Services
• 1 - 100 Employee

• Regional Business Consultant

  • Feb 2021 - Present



Ameritas

• United States
• Insurance
• 700 & Above Employee

• Sales Development Consultant

  • Sep 2020 - Feb 2021



Orion Portfolio Solutions

• United States
• Financial Services
• 1 - 100 Employee

• North Central Regional Vice President

  • Jan 2019 - Dec 2019

  · External Platform Investment Wholesaler. · Conducted in-person Advisor Meetings to uncover needs and increase sales. · Sales projected to reach approximately $270 million. · External Platform Investment Wholesaler. · Conducted in-person Advisor Meetings to uncover needs and increase sales. · Sales projected to reach approximately $270 million.



CLS Investments, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Regional Vice President of Sales, Midwest Territory

  • Aug 2017 - Dec 2018

  · External Investment Wholesaler.· Conducted in-person Advisor Meetings to uncover needs and increase sales.· Brought the territory from 10% below plan to over 100%.· Overall sales grew $10 million.

• Internal Wholesaler

  • Feb 2015 - Aug 2017

  · Partnership with External Wholesaler by uncovering sales opportunities.· Proactive sales calls and campaigns with Financial Advisors.· 2015: Sales grew from $22 million to $40 million (45% increase). #1 Sales Team Increase.· 2016: Sales grew from $40 million to $75 million (87% increase). #1 Sales Team Increase.· 2017: Sales grew from $75 million to $120 million (60% increase). #2 Sales Team Increase.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Professional

  • Jul 2014 - Jan 2015

  · Actively built insurance and investment sales with existing clients and referrals. · Actively built insurance and investment sales with existing clients and referrals.



Farm Bureau Financial Services

• Beatrice NE

• Agent

  • May 2012 - Jul 2014

  · Services property casualty client base through annual reviews. · Managed agency support staff. · Services property casualty client base through annual reviews. · Managed agency support staff.



Ameritas

• United States
• Insurance
• 700 & Above Employee

• Director of Internal Sales

  • Mar 1999 - Feb 2012

  · Partnership with VP of Sales to build Sales Teams.· Implement plans to achieve sales goal

• Internal Sales Manager

  • Jan 2006 - Jan 2010

  · Hire and train internal Wholesalers.· Develop and Implement practices to track sales activity