Daniel Pollard
San Diego,CA
Summary
Highly dynamic financial sales professional experienced in creating and implementing promotional plans to enhance product sales. Decisive and goal-driven leader with an organized approach and excellent verbal and written communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Internal Wholesaler
Jackson National
Nashville, TN
10.2019 - 01.2024
- Implemented effective cold calling programs to reach new potential customers.
- Responded promptly to client inquiries regarding products and services offered.
- Located new markets and developed specific plans to showcase company products and services to each.
- Drove sales by developing, maintaining, and deepening relationships with new and existing financial advisors
- Researched and stayed current with industry and regulation changes to better assist financial advisors and their clients (i.e.Increase in Required Minimum Distribution Age, state specific required trainings, etc...)
- Experienced in presenting and advising top ranked financial advisors on industry best practices and product features while actively seeking to uncover opportunities
Financial Event Conference Intern
Gateway Services Group, LLC
Greenwood Village, CO
03.2016 - 06.2019
- Coordinated team building and networking activities - Planned event details
- Interacted with financial advisors
- Participated in event planning conference calls with the National Sales Director
Catering Manager
Jimmy John's
Rohnert Park, CA
08.2015 - 12.2018
- Promoted to Catering manager within 3 months
- Increased sales through effective lead generation
- Built brand awareness and solicited new accounts
- Created trustful and positive relationships with clients and staff
- Organized, promoted and conducted individual and group meetings - Liaised with vendors and suppliers and negotiated bulk prices
Education
Business Administration
Sonoma State University
Rohnert Park, CA01-2019
Skills
- Consultative sales
- Performance tracking
- Market trend expertise
- Products knowledge
- Territory management
- Sales presentations
- Financial industry background
- Attention to detail
- Investment tool knowledge
Certification
- FINRA SIE, Series 6, Series 63, and Tennessee Life License with Variable Line of Authority
Timeline
Internal Wholesaler
Jackson National
10.2019 - 01.2024
Financial Event Conference Intern
Gateway Services Group, LLC
03.2016 - 06.2019
Catering Manager
Jimmy John's
08.2015 - 12.2018
Business Administration
Sonoma State University
- FINRA SIE, Series 6, Series 63, and Tennessee Life License with Variable Line of Authority
Similar Profiles
DEVON TUBBENDEVON TUBBEN
Operations Associate at Jackson NationalOperations Associate at Jackson National
Asif DewjiAsif Dewji
Agile Product Owner at Jackson NationalAgile Product Owner at Jackson National
THALIA R. GARZATHALIA R. GARZA
Internal Wholesaler at Jackson NationalInternal Wholesaler at Jackson National