John Walsh
Farmington,MN
Summary
Visionary, results-driven, mid-level professional equipped with an MBA and years of verifiable success in the areas of business development, financial performance, strategic planning, marketing, and sales of investment products and solutions. Proven leader with a solid reputation and extensive experience within the financial services industry, particularly annuity products, fee-based solutions, and financial planning platforms.
Overview
15
15
years of professional experience
Work History
Business Development Consultant
Allianz Life Insurance Company of North America
Golden Valley, MN
04.2021 - Current
- Analyze market trends to identify new business opportunities.
- Consistently meet weekly and monthly dashboard requirements: phone hits, new opportunities created, and meetings scheduled. Usually, lead the BDC team in all categories.
- Won MVP pf the Year for the BDC Team in 2022 and 2023 for my results (most activations) and collaborative leadership with team members.
- Mentor and train new BDC team members to set them up for success.
Divisional Annuity Consultant
RBC Wealth Management
Minneapolis, MN
06.2018 - 03.2021
- Worked with financial advisors within my assigned division to incorporate annuity products into their respective businesses using a consultative and needs based approach. Successfully grew annuity sales by 15% from 2018 into 2019, and 22% from 2019 into 2020 across all product lines.
- Reviewed existing annuity contracts with financial advisors to identify possible risks such such as low guaranteed income streams, floors on death benefits being deficient, high fees, and forced annuity commencement dates. Recommended appropriate courses of actions based on these findings.
- Developed on-going relationships with the centers of influence at complexes and branches within my division to create a calendar of value add events to help promote annuity related concepts. These events were both virtual and in person. 25% of my time was traveling to branches pre-COVID.
- Successfully incorporated Money Guide Pro financial planning software into annuity producing advisors' practices by running webinars and branch meetings illustrating where the chances of success increased within the plan by correctly inputting a guaranteed income stream and/or asset protection solution.
Senior Product Consultant- Annuities
RBC Wealth Management
Minneapolis, MN
08.2014 - 06.2018
- Actively supported, serviced, and trained financial advisors by providing retirement solutions using annuity products and technical expertise, education, and guidance.
- Led on escalated/complex advisor inquiries and client cases
- Assisted in the development of and directed implementation of training and sales initiatives for financial advisors to drive enhanced growth of the annuity platform.
- Primarily responsible for platform due diligence, including reviewing of new product offerings and changes in existing products.
Internal Advisor Consultant
Allianz Life
Minneapolis, MN
08.2013 - 08.2014
- Met and exceeded sales and activity performance benchmarks: dials, conversations, leads, new producers, and retention around the sales of Allianz's fee-based annuity, Retirement Pro.
- Ranked number one in sales in the Retirement Pro (advisory variable annuity) in 2014 with $4.5 million in premium.
- Successfully cross-sold other Allianz Life annuity solutions when appropriate to the advisor and their client.
Sales Director
Questar'sQuestar Capital Corporation (Allianz Life)
Minneapolis, MN
08.2009 - 08.2013
- Responsible for driving sales across all investment product types like mutual funds, annuities, fee-based solutions, and alternative products (hedge funds, REIT's, etc.) among the Questar Capital financial advisor workforce.
- Worked with and coached Questar Capital registered representatives that were not meeting minimum production standards.
- Developed strategic business plans that outlined how my assigned group of financial advisors will meet its sales objectives and coordinated these plans with upper management.
Education
MBA - Business Administration
Metropolitan State University
Saint Paul, MNBachelor of Arts - Marketing
University Of Saint Thomas
Saint Paul, MNSkills
- Goals focused
- Extensive in-depth investment product knowledge on annuities, fee-based platforms, mutual funds, and ETF's
- Relationship building
- Holistic planning approach to product and solution recommendations
Timeline
Business Development Consultant
Allianz Life Insurance Company of North America
04.2021 - Current
Divisional Annuity Consultant
RBC Wealth Management
06.2018 - 03.2021
Senior Product Consultant- Annuities
RBC Wealth Management
08.2014 - 06.2018
Internal Advisor Consultant
Allianz Life
08.2013 - 08.2014
Sales Director
Questar'sQuestar Capital Corporation (Allianz Life)
08.2009 - 08.2013
MBA - Business Administration
Metropolitan State University
Bachelor of Arts - Marketing
University Of Saint Thomas
Similar Profiles
Saddina JerniganSaddina Jernigan
Contact Center Representative I at Allianz Life Insurance Company Of North AmericaContact Center Representative I at Allianz Life Insurance Company Of North America
Jake ThomasJake Thomas
Account Service Representative at Allianz Life Insurance Company Of North AmericaAccount Service Representative at Allianz Life Insurance Company Of North America
Sara AwadSara Awad
Account Services Coordinator at Allianz Life Insurance Company Of North AmericaAccount Services Coordinator at Allianz Life Insurance Company Of North America