John Watson, MBA
Internal Sales Consultant at DPL Financial Partners- Claim this Profile
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Topline Score
Bio
Credentials
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Series 66
FINRAJul, 2009- Nov, 2024 -
Series 7
FINRAMay, 1998- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
florida insurance department llJun, 1995- Nov, 2024
Experience
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DPL Financial Partners
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United States
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Insurance
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1 - 100 Employee
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Internal Sales Consultant
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Sep 2022 - Present
Demonstrate a deep understanding of DPLs insurance and annuity products, the sales process and dynamics, and superb interpersonal skills with a high level of self-awareness. Essential Duties And Responsibilities Include: -Hit or exceed Monthly Sales Goals -Provide Education to Member Firms within territory to drive product sales -Hit or exceed daily contact goals and appointments -Provide Dynamic Sales Presentations -Run on-boarding calls/meetings to ensure proper introduction to DPL team and services -Attend industry conferences to promote DPL -Maintain and monitor opportunities in Salesforce -Team player with excellent communication skills in a dynamic and fast-paced environment Show less
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SS&C Technologies
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United States
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Software Development
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700 & Above Employee
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Client Advocate
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May 2022 - Aug 2022
Client Advocate on Black Diamond Service Team. Role requires me to be highly motivated with excellent communication and analytical skills in order to: Help clients troubleshoot technology and financial industry based issues via phone, email, virtual meetings or in person scenarios Act in a consultative manner offering creative solutions Educate and train clients on rapidly changing software systems Efficiently and effectively handle escalations and continuously re-prioritize outstanding items Demonstrate SS&C core values in all aspects of the position on a daily basis: OWNERSHIP Spend time getting to know client’s business model and individual system needs Identify client problems, provide solutions, and own the relationship from start to finish EXECELLENCE Troubleshoot platform specific and technology based issues Are Black Diamond power users in order to provide the most relevant and creative platform solutions THOUGHTFUL Have the ability to empathize and connect with clients Are approachable and display selfless attitude towards others FUN Give back to the community by participating in various philanthropic opportunities Celebrate with our Product & Development teams as they unveil updates to our platform INNOVATIVE Are adaptive and flexible when helping develop solutions for clients Not afraid to ask why and continue to learn COLLABORATE Show strong desire to work with others to solve internal issues and client problems Care about the success of teammates and help inspire and empower creative solutions TRUST Thrive in an environment where employees want all teammates and every client to succeed Show less
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Investments Solutions Consultant
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Jan 2004 - Mar 2022
Served as an Insurance and Annuity subject matter expert and product specialist, the Investments Solutions Consultant personally supports assigned branch & phone representatives who are working to achieve insurance sales goals through the generation of new business and the development of existing customer relationships. Focused on minimizing complexity. Relocated to JAX in 2012 to start Dept. Turned around and Ran #1 cluster markets multiple years. Earned numerous forms of recognition and named Culture Champion. Skills Demonstrated • expert-level of Consultative Selling Skills • strong service orientation to ensure the needs of the supported territory are being met • impeccable personal interaction skills, including communication, influence, facilitation, & public speaking • effective coach and motivator, as well as a consummate team player Value Delivered • market knowledge is critical in aiding in the development of potential business opportunities within a representative's Book of Business, your partnership is instrumental in determining appropriate next steps to pursue and develop their business • Partnering with Management and Regional Planning Consultants to develop and execute a business plan to achieve insurance sales goals • Ensuring a consistent approach and execution of business strategies by partnering with the field FILI RVPs in the assigned territories • Providing educational support by participating in team meetings, one-on-one coaching sessions, leading informal and formal training sessions; Your training ensures representatives are well versed in insurance products and understand their place within the financial planning process • Communicating sales techniques & practices specific to financial planning strategies for accumulation and distribution, new products and service updates and competitor offerings • Participate and/or present in team meetings, hold scheduled and unscheduled 1:1 meetings and lead/support informal and formal training sessions Show less
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Education
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2006 - 2009
Regis University
Executive MBA, Business Administration and Management, General -
1995 - 1997
Wright State University
Bachelor of Science - BS, Financial Planning and Services -
1987 - 1995
Sinclair Community College
Associate of Science - AS, Business Administration and Management, General
Community
