Golf and fan of all Boston Pro Sports
Alan Ireton
Orlando,FL
Overview
23
23
years of professional experience
Work History
Associate Recruiting Director
Ameriprise Financial
01.2022 - 07.2022
- Influenced 3 new independent advisor firms to join Ameriprise in Florida territory from January through July representing an average advisor practice portfolio of $100MM.
- Achieved success through existing loyal advisor community through years of relationship experience and outbound cold calls.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Interacted well with customers to build connections and nurture relationships.
- Formed strategic partnerships and connected with potential clients to drive business development.
Business Development Consultant – Annuities (Independent and Bank Channels)
CUNA Mutual
08.2018 - 12.2021
- #1 Business Development Consultant in 2020
- Established 23 new producers in 2020 and 36 new producers in 2019.
- FL +17% through October 2020 - ranked 5 out of 17 territories
- FL Territory +16% for 2019 - ranked 4 out of 17 territories
- Deep South +228% for 2019 - ranked 9 out of 17 territories.
- Leveraged CRM tools to effectively manage leads, ensuring timely follow-up and improved conversion rates.
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Achieved targeted revenue growth by implementing effective sales strategies and tactics.
Regional Vice President – Annuities (Independent Channel)
Transamerica
01.2014 - 01.2017
- Achieved sales goals in all 3 years – average $60MM each year.
- Established 150 new producers during tenure.
- Built extensive working network of independent channel brokers throughout territory.
- Formulated and executed strategic initiatives to improve product offerings.
- Represented organization at industry conferences and events.
- Increased regional sales by developing and implementing strategic sales plans.
Financial Representative – Orlando, FL
New England Financial (now MassMutual)
01.2012 - 01.2013
- Presented, advised and sold investment advisory, life, disability and long-term care insurance, mutual funds and annuities to individuals, business owners and their companies
- Closed and serviced 49 new clients, coming out of financial crisis.
- Prepared contracts and related documentation according to strict standards.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Met with customers to assess needs, financial status, and eligibility.
Registered Representative, Orlando, FL
Northwestern Mutual
01.2009 - 01.2011
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Obtained 40 new clients in 1st year, during the financial crisis.
- Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.
- Collaborated with internal departments such as compliance and operations to address any concerns or issues impacting client accounts, ensuring a seamless customer experience.
Regional Vice President – Annuities
ING (now VOYA)
01.2006 - 01.2008
- Achieved sales goal in 2008, up 28%
- Achieved sales goal in 2006/2007, while rebuilding territory without prior relationships
- Established 100 new producers in 2007.
- Initiated strategy to drive company growth and increase market share and profitability.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Represented organization at industry conferences and events.
Regional Vice President, Wholesaler
American Skandia (now Prudential)
01.2000 - 01.2006
- Regional Vice President, 401(k) Consultant, Qualified Plans Independent Channel – Mid Atlantic Territory (2000-2002).
- Selected by management to relocate to Orlando, FL from Philadelphia, PA to build territory. (2003-2006).
- Regional Vice President - Annuities - Central & N FL.
- Increased territory sales +43% from 2003-2004 (1st full year in territory).
- Built extensive working network of independent channel brokers throughout territory
- #1 Salesman of the Year in 2001 for total qualified plan sales ($60MM).
- 72% increase in territory sales (1st full year in territory).
Education
Bachelor of Science - Business Management
Keene State College
Keene, NHSkills
- New Business Development
- Customer Service
- Excellent Communication
- New business generation
- Customer Relationships
- Sales expertise
- Customer Relationship Management
- CRM proficiency
- Problem-Solving
- Consultative Selling
Websites
Work Availability
monday
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sunday
morning
afternoon
evening
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Summary
Accomplished and award-winning sales executive known for building trust with prospects and clients. Applying a consultative sales approach, I address their problems, winning new business, and fostering long-term relationships. Recognized as the #1 Business Development Consultant in 2020, I excel in driving revenue growth and forging strong client connections, consistently exceeding sales goals across diverse territories.
Interests
Timeline
Associate Recruiting Director
Ameriprise Financial
01.2022 - 07.2022
Business Development Consultant – Annuities (Independent and Bank Channels)
CUNA Mutual
08.2018 - 12.2021
Regional Vice President – Annuities (Independent Channel)
Transamerica
01.2014 - 01.2017
Financial Representative – Orlando, FL
New England Financial (now MassMutual)
01.2012 - 01.2013
Registered Representative, Orlando, FL
Northwestern Mutual
01.2009 - 01.2011
Regional Vice President – Annuities
ING (now VOYA)
01.2006 - 01.2008
Regional Vice President, Wholesaler
American Skandia (now Prudential)
01.2000 - 01.2006
Bachelor of Science - Business Management
Keene State College