Protective Distributors, Cincinnati, OH
SENIOR INTERNAL WHOLESALER, Jan. 2018 – Present
- Achieved 115% of production goal in 2018 and 100% of goal in 2019 for assigned Georgia/South Carolina/Florida territory.
- Foster strong relationships; provide key insights to stimulate new sales, and make recommendations which lead to new relationships.
- Supported the development of a mobile application which bolstered the number of applications submitted for external and internal teams.
- Designed a website used by external and internal partners to solve issues and promote education within the field, leading to more applications submitted due to ease of use.
- Identify key marketing campaigns, increasing the number of financial advisors working with us exclusively.
- Authored an Excel-based call-record-keeping system that increased efficiency, which became SOP for the team, reducing the amount of clients lost from lack of attention.
- Earned the Embrace Cincinnati Award and Employee of the Month.
INTERNAL WHOLESALER, Mar. – Dec. 2017
- Provided world-class sales support to external sales force and financial advisors across the US.
- Exceeded production goals for Missouri/Illinois and Southern California territories in 2017 by 120% and 114% respectively.