Joseph Bruno
Manasquan,NJ
Summary
Highly motivated salesperson with 5+ years of internal/hybrid wholesaling experience looking to transition to an in-territory Advisor Consultant. Enthusiastic about the opportunity to further contribute to the growth of one of the most well regarded brands in the asset management industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Hybrid Advisor Consultant
First Eagle Investments
02.2023 - Current
- Added 11 New Producers in Florida territory with over $24mm in sales YTD
- Exhibited success in firm strategic initiative sales with over $10mm in High Yield Muni and $1.4mm in Credit Opportunities sales
- Embraced value-add presentations with advisors to establish relationships in territory
- Represented First Eagle at multiple conferences to establish connections and created qualified leads for firm strategic initiatives
- Obtained CAIA professional designation
Internal Advisor Consultant
First Eagle Investments
06.2021 - 01.2023
- Worked alongside external wholesaler partners in Northern California, West and East Florida territories to drive sales with most recently aiding in 71% YoY growth for West Florida territory and 38% YoY for East Florida territory.
- 2022 and 2021 Wire/RIA summer presentation challenge finalist and 2022 IBD presentation challenge finalist.
- Level 1 candidate in CAIA program.
- Maintained relationships with existing First Eagle clients and leveraged data to target new opportunities via calls and emails.
- Helped mentor new hires in First Eagle Flight Training program.
- Positioned First Eagle product suite to existing clients and prospects with focus on firm key strategic initiatives.
- Consistently met and exceeded metrics for calls, activities, and PM engagement on a quarterly basis.
Internal Wholesaler
Equitable Life
03.2019 - 05.2021
- Worked directly with Regional Vice President driving sales in financial institution and bank channels of Cleveland and Detroit metropolitan area.
- Positioned 3 unique variable annuity strategies to clients leading to 63% YoY growth in sales and on pace for $100MM in sales by end of 2021.
- Leveraged virtual meeting platforms to present strategies to clients.
- Acquired CRPC designation to increase industry knowledge and be able to better position financial products.
- Won several team campaigns graded on sales activity and product positioning ideas.
Education
Bachelor of Arts - Economics
Rutgers, The State University of New Jersey
New Brunswick, NJ05.2017
Certification
- CRPC Designation
- CAIA Designation
- Unifi by CAIA Private Debt Microcredential
Timeline
Hybrid Advisor Consultant
First Eagle Investments
02.2023 - Current
Internal Advisor Consultant
First Eagle Investments
06.2021 - 01.2023
Internal Wholesaler
Equitable Life
03.2019 - 05.2021
Bachelor of Arts - Economics
Rutgers, The State University of New Jersey
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