Summary
Overview
Work History
Education
Skills
Awards and Recognition
Hobbies and Interests
Timeline
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GRIFFIN CORBETT

Edina,MN

Summary

Personable candidate committed to helping advisors bring the very best retirement solutions to their clients to meet their financial goals. Experienced in developing relationships with advisors from multiple regions of the country. Dedicated to continuous learning and improvement, and determined to outwork the competition to drive sales results.

Overview

3
3
years of professional experience

Work History

Internal Retirement Consultant (Houston, TX)

Allianz Life
06.2022 - Current
  • Actively trending to $199M in total sales for 2024 121% to plan and up 31% from 2023 total sales ranking 19th in ALFS and 3rd among territories with only one IRC
  • Finished October, 2024 with $29.3M in monthly sales setting a new best month record for the territory 17 years into my external partner's career
  • Activated 80 MIA's and 47 prospects for a total of 127 new producers and MIA winbacks in 2024
  • Finished 2023 with total sales just over $152M ranking the 4th highest in ALFS for total sales with one IRC
  • Selected to participate in and successfully completed Wholesaler Success University in August, 2024
  • Presented "A Modern Approach to a More Balanced Portfolio" as part of a wholesaler owned workshop in the Houston market for 30+ registered representatives
  • Hosted an Extra-Degreed webinar on the importance of face-to-face meetings to share meeting-setting strategies to increase in-person activity for all territories
  • Mentored the internal partners of Dan Solov, Michael Chadwick, and Jon Ingalls
  • Collaborated with employees from multiple departments within Allianz while leading the Spirit of Giving campaign as one the ALFS Co-Chairs in December of 2023



Education

BBA - Finance, Investment & Banking

University of Wisconsin – Madison
Madison, WI
05.2022

Global Business Leadership

Saint John’s University
Collegeville, MN
05.2019

Skills

  • Chartered Retirment Planning Counseler - December, 2023
  • Client relationship building
  • Teamwork and collaboration
  • Time management
  • Attention to detail
  • Problem-solving
  • Excellent communication

Awards and Recognition

  • Southeast District Internal MVP January/February and September/October 2024
  • 2024 Fast Start Leader's Trip Qualifier
  • 2024 Summer Sales Incentive Leader's Trip Qualifier


Hobbies and Interests

Travel, Golf, Basketball, Live Music, Weightlifting, Fishing

Timeline

Internal Retirement Consultant (Houston, TX)

Allianz Life
06.2022 - Current

BBA - Finance, Investment & Banking

University of Wisconsin – Madison

Global Business Leadership

Saint John’s University
GRIFFIN CORBETT