Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Clay Mills

Nashville,TN

Summary

Internal wholesaler with over 8 years of experience consistently exceeding sales goals and activity metrics. Recognized leader among peers, providing support and guidance when needed. Trusted resource for advisors on product knowledge and sales strategies.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Internal Wholesaler

Jackson National Life Distributors
Nashville, TN
09.2021 - Current
  • IW of the Quarter for the Indy West Channel of Q3 2023.
  • IW of the Year for the Indy West Channel of 2023.
  • IW of the Quarter for the Indy West Channel of 2024.
  • Lead in total calls for the Indy West Channel in 2022, 2023, and 2024.
  • Completed Masterclass in Q4 of 2024.
  • Runner-up for the Indy West Leadership Award in 2024.
  • Completed Product Pathways in 2025.
  • Achieved Cornerstone Bonus in 2023 and 2024.
  • Double-covered for five Indy West territories to work closely with other externals.
  • Achieved Tier 2 KPI status every month from Q1 2024 until now.

Financial Consultant

DPL Financial Partners
Louisville, KY
11.2020 - 09.2021
  • Collaborated with Registered Investment Advisors to integrate fee-based annuities, enhancing their practice offerings.
  • Managed firms with $50-100 million in assets under management across multiple states, driving consistent growth.
  • Achieved monthly sales goals exceeding $2 million, demonstrating strong performance and market penetration.
  • Ran weekly meetings with sales associate (internal wholesaler) to help in being promoted to the role of consultant.

Internal Wholesaler

Jackson National Life Distributors
Nashville, TN
07.2016 - 11.2020
  • Facilitated the sale of over $200 million in variable, fixed indexed, and fixed annuities across brokerage and fee-based platforms, collaborating with advisors in independent and wire house channels.
  • Developed and implemented effective sales strategies to capture market share across three territories, including Louisiana, Mississippi, Kentucky, Illinois, Indiana, and Arizona.
  • Member of President's Council of the sales desk, beginning in January of 2020, helping to organize company-wide events.

Education

Bachelor of Arts - Economics

Hampden-Sydney College
Farmville, VA
06-2016

Skills

  • Consultative sales skills
  • Product knowledge
  • Case design
  • Coaching
  • Relationship development
  • Eagle Scout

Certification

  • Series 6
  • Series 63
  • Tennessee Life

Timeline

Internal Wholesaler

Jackson National Life Distributors
09.2021 - Current

Financial Consultant

DPL Financial Partners
11.2020 - 09.2021

Internal Wholesaler

Jackson National Life Distributors
07.2016 - 11.2020

Bachelor of Arts - Economics

Hampden-Sydney College

Similar Profiles

  • Marland Richardson

    Marland RichardsonMarland Richardson

    AVP Sales Operations – National Sales Desk at Jackson National Life DistributorsAVP Sales Operations – National Sales Desk at Jackson National Life Distributors

  • AUSTIN FLETCHER

    AUSTIN FLETCHERAUSTIN FLETCHER

    Internal Wholesaler at Jackson National Life DistributorsInternal Wholesaler at Jackson National Life Distributors

  • Keflin DeLuca

    Keflin DeLucaKeflin DeLuca

    Associate Product Manager at Jackson National Life DistributorsAssociate Product Manager at Jackson National Life Distributors

  • Caroline Upp

    Caroline UppCaroline Upp

    Commercial Account Manager at Dell TechnologiesCommercial Account Manager at Dell Technologies

  • Boyd Stithem

    Boyd StithemBoyd Stithem

    Account Manager — Rocky Mountain Territory at Philips HealthcareAccount Manager — Rocky Mountain Territory at Philips Healthcare

CREATE PROFILE