DARRIEL L JOHNSON
Dallas,TX
Summary
A sales executive with over 20 years experience in both personal and B2B sales. Extensive background with cold calling and cultivating leads from existing clients. Has over 15 years of management experience and training new sales reps.
Overview
28
28
years of professional experience
Work History
VP and Chief Benefits Administrator
UWRP Inc.
Austin, TX
10.2021 - Current
- Created Retirement4Contractors Pooled Employer Plan from start
- Now has over 14 companies and 30 million in AUM
- Hired our recordkeeper ,trustee and 3(38)
- Consult with employers about design of plan to include passing top heavy and discrimination testing
- Make sure new plans convert into PEP conforming to SECURE 2.0
- Speak as an industry leader at conferences about new PEP offering
- Run our firm which is currently acts as 3(16) for our Pooled Employer Plan
- Create plans that handle 401(a) contributions for Davis Bacon and SCA contracts
Pilot Group Sales Director
Southport Capital
Dallas, TX
08.2020 - 09.2021
- Present/Market Social Security seminars at local venues
- Running weekly national Social Security webinars for pilots
- Raised 4 million in assets
- Create and market to pilot data base by cold calling and social network strategies
- Create and monitor linkedin sales opportunities
- Meet and crossover sale to clients of local Registered Investment Advisor purchased recently
American Airline Sales Director
ClearyGull/Johnson Financial Group
Dallas, TX
01.2019 - 01.2020
- Established AMR pilot program for JFG by cold calling and receiving referrals from established AMR contacts
- Spoke at American Pilot Association Meetings at quarterly conferences held around the country
- Held workshops at all AMR domiciles at local venues to promote our brand and strategy
- Raised 6 million dollars
- Create linkedin sales strategy for AMR Pilots
Vice President
Fisher Investments
Dallas , TX
02.2018 - 11.2018
- Called prospective clients that requested information that had two to five hundred thousand in liquid assets
- Signed 16 new clients during tenure
- Refer prospects found larger than 500k to regional outside VP
Vice President of Sales
RAA
Dallas, TX
05.2004 - 05.2016
- An energetic professional, adept in the aspect of marketing/sales and customer retention, with over 17 years of experience in financial services planning, consulting and sales.
- Significant experience in business development, major account management, strategic planning, and technology consulting, including negotiating complex transactions on the area of software sales.
- Own and manage the sales efforts of the Eastern US region for firm that caters to retired airline pilots and their pension plans.
- Responsible for establishing contact and cultivating relationships with pilots through retirement process. Liaison with pilot representatives to network and connect with new potential clients.
- Trained and mentored new financial consultants hired by the firm.
- Led efforts to build and maintain firm's proprietary program for analyzing pilots' pension assets against market fluctuations and corporate bankruptcy.
- Spoke at seminars hosted by Pilot Unions about firm's position on the pensions and their sustainability for retirement income.
- Results: Firm's highest producer each year from 2004 through 2016.
- Over that time period raised more than $130 million dollars in retiree assets for the firm.
Senior Retirement Specialist
Fidelity Investments
Westlake, TX
01.2001 - 05.2004
- Proactively called retired and terminated participants of Fidelity administered retirement plans whose balances are greater than $50 thousand dollars
- Results: Responsible for referring 300 million rollover dollars to Fidelity retail accounts.
- Maintained an 80 % retention rate for all participants spoken to since joining the division which has exceeded the target goal of 75 %.
- Was consistently rated in top 25% in production and retention rate out of nationwide representatives.
Sales Executive
Quest for Information Inc
Dallas, TX
06.1999 - 10.2000
- Assisted in building and managing international business development team, which identified over $20M in potential annual revenues.
- Led efforts in business development and compensation structures, career paths and succession plans.
- Assisted in creation of short and long-term strategic plans and forecasts to ensure projected volume and profitability goals were realized
- Provided key back up and managed deal-making process to the sales department on larger partner/customer opportunities.
- Results: Lead role in development of a conglomeration of proprietary portals, as well as partner's portals to create a virtual exchange yielding a single point of access for consumers to goods and services on the web.
- Played key role in growth of division to a projected $15M in branded and private-labeled partnerships.
Investment Executive/Territory Manager
Bank United Securities
Dallas, TX
06.1998 - 05.1999
- Successfully marketed investment products to bank clients and managed portfolios of $40 million in assets for individual clients of three bank branches.
- Coordinated the efforts of 30 employees in the marketing of financial products for all three branches.
- Results: Increased assets at the bank by $6 million during the first 7 months and produced over $150,000 in production.
- Top 10% in production for the entire company.
- Exceeded the profitability goal by 10% and the production goal by over 50% for the first time in two years.
- Member of the $75K+ Club each quarter.
Investment Executive
PaineWebber
Austin, TX
06.1996 - 06.1998
- Successfully marketed and managed financial products of the company to new clients.
- Results: Top 25% in production in the industry for length of service.
- First year portfolio grew to more than $5 million in assets by the next year.
- Finished in 11th out of 53 in production training class.
Education
Bachelor of Arts - Economics
The University Of Texas
Austin, TX12.1995
Skills
- Leadership/communication skills
- Small business development
- Product line expansion
- FINRA Series 6 License
- NSSA Certification
- Texas Life and Health Insurance License
- Cold/warm calling
- Planning strength
- Contract negotiation
Additional Information
- HONORS Member of The University of Texas Varsity Football Team Earned a Congressional Appointment to the United States Air Force Academy
- Hold CPFA designation
- Hold AIF designation
- Series 65
Timeline
VP and Chief Benefits Administrator
UWRP Inc.
10.2021 - Current
Pilot Group Sales Director
Southport Capital
08.2020 - 09.2021
American Airline Sales Director
ClearyGull/Johnson Financial Group
01.2019 - 01.2020
Vice President
Fisher Investments
02.2018 - 11.2018
Vice President of Sales
RAA
05.2004 - 05.2016
Senior Retirement Specialist
Fidelity Investments
01.2001 - 05.2004
Sales Executive
Quest for Information Inc
06.1999 - 10.2000
Investment Executive/Territory Manager
Bank United Securities
06.1998 - 05.1999
Investment Executive
PaineWebber
06.1996 - 06.1998
Bachelor of Arts - Economics
The University Of Texas