Senior Sales and Business Development Leader

Manage a retail sales territory spanning Alabama and Georgia, serving approximately 5,000 financial advisors across wirehouses, independent firms, and RIAs. Contribute to more than $500M in business while consistently exceeding annual sales objectives and maintaining a run rate above 100% of goal.

Develop advisor relationships through territory strategy, opportunity segmentation, pipeline management, and targeted business-development activity. Partner with producers on case design and client-specific sales strategies, using Salesforce reporting and territory analytics to prioritize outreach, generate leads, coordinate meetings and follow-up, and improve sales execution.

Managed a Northeast and Downstate New York territory of approximately 700 financial advisors and contributed to more than $250M in business. Achieved a 125% territory run rate in 2017 and ranked among Jackson’s top 10 in total sales.

Built advisor relationships through business development, territory segmentation, opportunity management, and strategic follow-up. Partnered with external sales professionals and producers on retirement-focused case design, while coordinating appointments, pipelines, reporting, case processing, and Salesforce activity to improve productivity and coverage.

Completed a structured internship supporting a Certified Financial Planner producing more than $1M in business. Participated in client meetings focused on retirement and investment planning.

Supported financial planning and investment-analysis activities by evaluating financial scenarios with Excel, an HP 12C financial calculator, and proprietary planning software. Gained hands-on exposure to client service and the development of financial-planning solutions.

Bachelor’s degree in Economics. Licenses and certifications include Series 7 and Series 63.