Emma Duhamel
Summary
Skilled and highly motivated financial professional who is passionate about building long-lasting relationships. Proven track record in driving revenue growth through effective communication and problem-solving skills. Adept at developing effective sales strategies that align with client trends and needs. Recognized for embracing growth and challenges.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Regional Vice President
WealthVest Marketing
02.2024 - Current
- Efficiently manage six state territory and work in partnership with financial professionals at leading broker dealers, with the primary goal of maximizing growth in fixed and fixed indexed annuity sales
- Generated over $75 million in sales revenue after assuming leadership of the territory, and on track to have 30-40% growth year over year
- Recognized as top five wholesaler in first year, currently on track to be within top three in 2025
- Entrusted to have responsibilities spanning three separate teams, covering multiple channels
- Selected to be part of a small group of employees responsible for strategic, high-priority initiatives requiring strong consultative skills, expansive product knowledge, and competitive intelligence
- Work in tandem with financial professionals to build secure retirement portfolios and provide support with actionable sales ideas, structured case designs, and meaningful client resources
- Create and facilitate sales presentations with financial professionals over the phone, virtually and in person
Internal Wholesaler
WealthVest Marketing
10.2021 - 02.2024
- Excelled through the Level Up Program and was the first internal wholesaler at WealthVest to fulfill all requirements, present to Sales Leadership, and ultimately be promoted to Regional Vice President
- Awarded Internal Wholesaler of the Month three times
- Worked in partnership with multiple external wholesalers to develop and support relationships with financial professionals at leading broker dealers
- Proactively managed open territories, resulting in year-over-year growth and an increase in active producers
- Drove sales and provided a breadth of support with sales ideas, product knowledge, servicing expertise, and
Education
Bachelor of Arts - Political Science
Providence College
Providence, RI05-2021
Skills
- Self-Motivated & Driven
- Exceptional Communication
- Mentor/Mentee
- Relationship Management
- Presentation Skills
- Salesforce Proficient
- Proven Leadership
- Organized & Detail Oriented
- Strong Interpersonal Skills
Certification
- Series 7
- Series 63
- Securities Industry Essentials (SIE)
- Life and Health Licenses
Timeline
Regional Vice President
WealthVest Marketing
02.2024 - Current
Internal Wholesaler
WealthVest Marketing
10.2021 - 02.2024
Bachelor of Arts - Political Science
Providence College
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