Gregory Thomas
Philadelphia,PA
Summary
Dynamic sales professional with a proven track record at Integrity, excelling in sales presentations and client engagement. Leveraged excellent communication skills to enhance advisor relationships and drive product distribution. Successfully implemented strategic initiatives, resulting in improved sales performance across key territories. Self-motivated and adept at collaborating with cross-functional teams.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Internal Wholesaler
Integrity
01.2025 - Current
- Supported sales team in managing advisor relationships and identifying client needs.
- Prepared product presentations, life and annuity illustrations and promotional materials for advisors.
- Collaborated with marketing to enhance communication strategies and reach target audiences.
- Researched market trends and competitor offerings to inform sales strategies.
- Engaged with clients through phone calls and emails, providing timely responses to inquiries.
Regional Internal Wholesaler
Innovative Underwriters
08.2008 - 12.2024
- Developed and maintained relationships with financial advisors to enhance product distribution.
- Collaborated with underwriting teams to streamline policy issuance processes.
- Provided product sales materials and life and annuity illustrations for advisors.
- Implemented strategic initiatives to improve sales performance across key territories.
- Coordinated communication between internal departments to ensure alignment on sales objectives.
Education
Bachelor of Science - Business Administration
Delaware Valley University
DoylestownSkills
- Sales presentations
- Sales support
- Excellent communication
- Self motivation
- Territory management
- Teamwork and collaboration
Certification
- Licensed PA Life, Accident & Health
Timeline
Internal Wholesaler
Integrity
01.2025 - Current
Regional Internal Wholesaler
Innovative Underwriters
08.2008 - 12.2024
Bachelor of Science - Business Administration
Delaware Valley University