Joshua Anton
Romansville,PA
Summary
Experienced sales professional seeking to leverage proven success in building strong relationships and expanding opportunities within the broker dealer market. Goal-oriented and dedicated to driving product success through territory-based sales. Seeking a company with a strong financial commitment to its sales force and a focus on innovation. Interested in opportunities in PA, NJ, and Delaware to be closer to extended family.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Regional Vice President
MassMutual Ascend formerly Great American Financial
03.2010 - Current
- Consistently among the top 3 wholesalers, driving over $2 billion in sales across a 14-year tenure.
- Managed and oversaw the sales territory which comprised of Eastern PA, NJ, and Delaware covering a vast geographical region
- This was a start-up wholesaling team which was created with a new relationship between Great American and PNC Investments
- Dedicated to PNC from 2010-2011
- Agreements for additional Broker/Dealers including Wells Fargo, LPL, Lincoln and Cetera were secured in 2012-2013.
- MassMutual acquired the annuity division of Great American Financial in May 2021.
Regional Vice President
Prudential Annuities Distributors
Seattle, WA
02.2008 - 03.2010
- Territory consisted of WA, OR, ID, UT, MT, and HI
- Developed and implemented strategies to increase regional sales volume with Prudential varaible Annuities and Highest Daily LIfetime 5 income rider
External Variable Annuity Specialist
Lincoln Financial Distributors
Philadelphia, PA
04.2004 - 02.2008
- Provided Advanced Marketing Support specializing in annuities for top Planners and Wholesalers
- Contributed to the success of wholesalers' by sharing expertise in product training and advanced selling techniques
- Analyzed competitive intelligence data to provide insights and recommendations
- Built and maintained relationships with key accounts, delivering technical assistance to Key Account planners and sales desk
- Invited as a featured speaker to address important topics at national gatherings of Broker/Dealers
- Elected team member of the Wholesaler Advisory Council.
Internal Marketing Consultant
Lincoln Financial Distributors
Philadelphia, PA
11.2000 - 04.2004
Advisor
Morgan Stanley Dean Witter
Wayne, PA
05.1999 - 10.2000
Career Agent
Delaware Valley Financial Group
Radnor, PA
11.1998 - 05.1999
Education
Bachelor of Science - Finance
Bloomsburg University of Pennsylvania
Bloomsburg, PA05-1998
Skills
- Strategic Decision-Making
- Innovation and Creativity
- New Business Development
- Revenue Growth
- Strategic Planning
- Time Management
Certificationseducation
Bloomsburg University, Bloomsburg, PA May 1998, Series 7, Series 63, Life and Variable Annuities, Accident and health, National CE Certified Instructor
Certification
- Series 7 and 63 securities license
- Life, Accident and Health license
Timeline
Regional Vice President
MassMutual Ascend formerly Great American Financial
03.2010 - Current
Regional Vice President
Prudential Annuities Distributors
02.2008 - 03.2010
External Variable Annuity Specialist
Lincoln Financial Distributors
04.2004 - 02.2008
Internal Marketing Consultant
Lincoln Financial Distributors
11.2000 - 04.2004
Advisor
Morgan Stanley Dean Witter
05.1999 - 10.2000
Career Agent
Delaware Valley Financial Group
11.1998 - 05.1999
- Series 7 and 63 securities license
- Life, Accident and Health license
Bachelor of Science - Finance
Bloomsburg University of Pennsylvania
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