Alex Carignan
Murfreesboro,TN
Summary
Accomplished Annuity Wholesaler who helped increase sales by over 26% and helped both External partners exceed annual goals in 2023. Scheduled over 200 appointments for myself and for my external partners including video calls with clients. Process oriented, motivated, and have a track record of exceeding goals set in place. Dedication to the financial services industry is shown by completion of all CFP education requirements and sitting for the CFP in March of 2024. Looking forward to taking ownership of a sales goal and creating strong sales results that exceed expectations.
Overview
2
2
years of professional experience
Work History
Internal Wholesaler - Annuity
Brighthouse Financial
11.2022 - Current
- Increased Sales by 26.6% my first year in the territory (108% in Territory 1 and 104% in Territory 2)
- Finish Strong, Fast Start Competition Winner
- Have had success working with 3 External Wholesalers in the last 12 months
- Gathered Experience positioning Register Index Linked Annuities, Variable Annuities, and Fixed Indexed Annuities to advisors on the Bank Channel
- Helped Onboard New Producers, Retain Existing Producers
- Member of Competition Committee
Internal Sales Associate
Brighthouse Financial
09.2022 - 11.2022
- Delivered sales presentations and Shield demonstrations to prospective new accounts via phone conversations
- Utilized CRM software effectively, maintaining accurate records of client interactions for seamless communication across the team.
- Helped Advisors gain an understanding of Brighthouse's Suite of Annuity products and service existing contracts
Financial Advisor Intern
Tandem Financial
04.2022 - 08.2022
- Researched and evaluated potential investment products for clients.
- Sat in with the head advisor on client meetings discussing various Financial Planning Topics
Education
MBA - Accounting Concentration
Jacksonville State University
Jacksonville, AL11.2022
Master of Science - Sport Management
Jacksonville State University
Jacksonville, AL08.2021
Bachelor of Science - Integrated Studies
Jacksonville State University
Jacksonville, AL05.2020
Skills
- Sales Presentations
- Data Analytics
- Financial Planning
- Market Metrics
- Prospecting
- Consultative sales skills
- Territory Management
- Problem-Solving
- Account Servicing
- Portfolio Management
Active Licenses
SIE
SERIES 6
SERIES 63
LIFE AND HEALTH
Timeline
Internal Wholesaler - Annuity
Brighthouse Financial
11.2022 - Current
Internal Sales Associate
Brighthouse Financial
09.2022 - 11.2022
Financial Advisor Intern
Tandem Financial
04.2022 - 08.2022
MBA - Accounting Concentration
Jacksonville State University
Master of Science - Sport Management
Jacksonville State University
Bachelor of Science - Integrated Studies
Jacksonville State University
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