Devin Malay, RICP®
Chandler,AZ
Summary
Dynamic and results-driven retirement planning professional with 18 years of proven expertise in the industry, eager to excel in an external annuity wholesaling role. Seeking to contribute wealth of experience in building a successful territory, fostering impactful relationships with top financial advisors, and implementing effective sales and marketing strategies for sustained growth.
Overview
19
19
years of professional experience
Work History
Strategic Initiatives & Retirement Specialist
Andrea Schaffer (FR), Pacific Advisors, LLC
10.2023 - Current
- Joined elite producer's practice to spearhead strategic business expansion, demonstrating commitment to achieving top-tier results.
- Analyze financial needs of clients and formulated tailored strategies to align with their specific goals, resulting in effective financial planning.
- Optimizing revenue efficiency of book of business through strategic planning and execution, contributing to increased profitability and overall success.
- Enhancing retirement planning practice by introducing and implementing innovative strategies, staying at forefront of industry trends to provide clients with cutting-edge solutions.
Hybrid Wholesaler/ Park Ave Securities Specialist
Brighthouse Financial Group
02.2020 - 08.2023
- Strengthened partnerships with Park Avenue Securities (PAS) advisors nationwide, strategically promoting Brighthouse annuity solutions through individual and group educational training meetings.
- Leveraged strong relationships with PAS Wealth Management Specialist team to advance Brighthouse positioning and increase exposure in market.
- Coordinated activities, facilitated sales idea generation, and executed marketing campaigns in collaboration with dedicated team of wholesalers, contributing to overall success of strategic initiatives.
- Maintained regular communication with territory, regional, and strategic managers, ensuring daily support and active involvement in strategic planning for continued business growth.
Sr. Regional VP, Retirement Income Specialist
Guardian Life/ Park Avenue Securities LLC
01.2013 - 12.2019
- Successfully promoted, drove, and executed annuity sales within Guardian Life/Park Avenue Securities agencies in Western US, achieving consistent growth.
- Conducted one-on-one meetings and group cluster meetings to educate and update advisors on current retirement income trends and strategies, fostering informed decision-making.
- Supported and hosted informational seminars on range of retirement-themed topics, including Social Security planning and addressing/reducing key risks in retirement.
- Exclusively represented Guardian Annuities from 2013 to 2016, establishing strong foundation for product knowledge and client relationships.
- Transitioned to role of Retirement Income Specialist from 2017 to 2019; successfully promoted Park Avenue Securities (PAS) annuity platform. Managed promotion and placement of 30+ annuity contracts, including variable, fixed indexed, and registered index-linked annuities, showcasing expertise across diverse range of products.
- Collaborated with dedicated team to execute strategic promotion campaigns and enhance visibility of PAS annuity platform.
- Demonstrated outstanding sales growth within territory, achieving remarkable increase in overall annuity sales from $69 million in 2013 to $134 million in 2018, and further advancing to $145 million in 2019.
Team Leader, Internal Wholesaler
Guardian Life/ Park Avenue Securities, LLC
08.2005 - 12.2012
- Supported sales of Guardian Annuity strategies in company's #1 annuity territory of Long Island, Brooklyn, and Queens, NY, contributing to territory's success and market dominance.
- Collaborated with external wholesaler to develop and execute targeted marketing campaigns within Independent Broker-Dealer (IBD) firms, enhancing brand visibility and driving sales.
- Developed strong communication and organizational skills, leading sales territory to success.
- Recognized for achievements and elevated to position of Team Leader/Assistant Team Manager in 2008.
Education
Bachelor of Arts - Political Science
Trinity College
Hartford, CT05.2005
Skills
- Relationship Building: Proven ability to cultivate and maintain impactful relationships with top financial advisors, fostering trust and collaboration
- Sales Ideas & Marketing Strategies Development: Adept at creating innovative sales ideas and implementing effective marketing strategies to drive business growth
- Efficient Territory Management: Demonstrated success in building and managing territories for optimal performance and revenue generation
- Simplifying Complex Concepts: Skilled at translating complex financial concepts into easily understandable and compelling presentations for clients and stakeholders
- Understanding Competitive Landscape: In-depth knowledge of competitive landscape within retirement planning industry, allowing for strategic positioning and differentiation
- Licenses: Series 6, 7, 26, 63, State Life licensed
- Professional Designation: RICP® Designation from The American College
Timeline
Strategic Initiatives & Retirement Specialist
Andrea Schaffer (FR), Pacific Advisors, LLC
10.2023 - Current
Hybrid Wholesaler/ Park Ave Securities Specialist
Brighthouse Financial Group
02.2020 - 08.2023
Sr. Regional VP, Retirement Income Specialist
Guardian Life/ Park Avenue Securities LLC
01.2013 - 12.2019
Team Leader, Internal Wholesaler
Guardian Life/ Park Avenue Securities, LLC
08.2005 - 12.2012
Bachelor of Arts - Political Science
Trinity College
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