Brad Nelsen
Southbury,CT
Summary
Experienced sales professional seeking challenging position in direct sales or wholesaling.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Regional Market Manager, Direct Sales
High Street Insurance Partners
08.2022 - Current
- Conducted outreach to over 100 sales offices to integrate them into our Life, Disability, Annuity and Long Term Care wholesale platform
- Grew wholesale business and direct sales business exponentially in a short period of time
- Conducted client meetings for direct sales in Life, Disability, Long Term Care and Annuities on more complex business owner cases; Buy Sell, Key Person etc.
Exclusive Financial Specialist
AllState
12.2021 - 08.2022
- Worked closely with property and casualty agents to cross sell financial products to new and existing clients
- Trained staff in sales approaches to turn property and casualty prospects into financial leads
- Mining books of business for potential cross selling and service opportunities
Agency Associate
New York Life
01.2020 - 07.2021
- Hybrid management and direct sales role
- Continued assistance for already recruited team members, as well as authority to make new hires
- Assisting clients with financial planning needs including; retirement planning, long term investment strategies, budgeting, life insurance needs and long term care planning
Partner
New York Life
01.2018 - 01.2020
- Assisted Managing Partner in recruitment, development and retention of new sales professionals
- Recruited through college career fairs, cold calling resumes, referrals, and networking
- Taught classes on prospecting strategies, sales strategies, company software, and financial planning
- Demonstrated live appointments for new agents, and shadowed them to provide feedback as they grew
- Won highest office retention in the company each year out of 100+ offices
Life Product Consultant
New York Life
02.2015 - 01.2018
- Assisted with direct sales, case design, product training, and sales promotions for an assigned 1,000 agents both remotely and in person
- Trained in public speaking, travelled to territory to deliver presentations to groups of up to 100 agents
- Worked closely with high ticket agents in positioning and closing commissions well into the six figures
- Worked closely with management and a team to hit daily metrics in a fast paced setting
- Entrusted with largest territory on team, with 85+ million of new annual premiums yearly
Financial Services Professional
New York Life
05.2011 - 02.2015
- Responsible for full sales cycle; from lead generation to closing and servicing accounts
- Prospected new clients through cold calling, event marketing, direct mail, business walk and talks, and referrals
- Consulted with clients to uncover financial needs and goals and then design a custom plan for them
- Assisted in recruitment and development of new agents
- Provided group benefits to businesses of 50+ employees
- Multiple time Executive Council award winner
Education
Bachelors Degree - History and Political Science
Stony Brook University
Stony Brook, NY05.2010
Skills
- Life Insurance Specialist, Prospecting, Disability Insurance Specialist, Financial Planning, Wholesaling, Long Term Care, Retirement Planning, Phone Calling, Marketing,
Key Qualifications
- Almost 15 years in sales, experienced in all parts of the sales cycle including; prospecting, appointment setting, closing, cross selling and service.
- Excellent written and verbal skills. Able to close business both over the phone and face to face.
- Ability to show persistence in the sales process, consistent follow up, and continuous rapport building.
Certification
Series 6, Series 63, Series 65, AHIP Medicare Certification, Life and Health Licensed in 20+ States
Timeline
Regional Market Manager, Direct Sales
High Street Insurance Partners
08.2022 - Current
Exclusive Financial Specialist
AllState
12.2021 - 08.2022
Agency Associate
New York Life
01.2020 - 07.2021
Partner
New York Life
01.2018 - 01.2020
Life Product Consultant
New York Life
02.2015 - 01.2018
Financial Services Professional
New York Life
05.2011 - 02.2015
Bachelors Degree - History and Political Science
Stony Brook University
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