Baylee Luedke
Woodbury,MN
Summary
Results-driven Internal Wholesaler with a background in advisor and BGA distribution, relationship management, and business development. Experienced in educating partners on insurance solutions, uncovering sales opportunities, and helping grow production through a consultative approach. Passionate about building strong partnerships and delivering results for clients and
distribution partners.
Overview
7
7
years of professional experience
Work History
Internal Wholesaler
Prudential
Minneapolis, Minnesota
03.2025 - Current
- Develop and maintain relationships with Broker General Agencies and advisors, positioning Prudential’s insurance solutions to drive new business and increase production.
- Partner closely with External Wholesalers to execute territory sales plan, educate Broker General Agencies on product updates and sales opportunities, and identify opportunities to convert non-producing firms into active producers.
- Conduct proactive outreach through phone calls, virtual meetings, and sales campaigns to strengthen relationships, uncover sales opportunities, and increase Prudential market share.
Financial Advisor and College Unit Director
Northwestern Mutual
Lake Elmo, Minnesota
01.2020 - 10.2024
- Provided comprehensive financial planning and investment advice to clients, tailoring strategies to meet their individual goals and risk tolerance
- Generated leads through networking events or referrals from existing satisfied customers
- Presented complex financial concepts in a clear manner during client meetings or educational seminars
- Oversaw the campus internship program, recruited, and selected college financial representatives. Mentored interns as they built their financial practices.
Education
Environmental Sciences, Policy, And Management - Environmental Education And Communication
University of Minnesota
Minneapolis, MNSkills
- Relationship management
- Life, Accident, and Health Insurance license
- SIE, Series 6, and 63 licenses
- Completion of Consultative Selling Skills program
- Financial planning
- Presentation skills -Ovation
- Recruiting and Development of Financial Advisors
Timeline
Internal Wholesaler
Prudential
03.2025 - Current
Financial Advisor and College Unit Director
Northwestern Mutual
01.2020 - 10.2024
Environmental Sciences, Policy, And Management - Environmental Education And Communication
University of Minnesota