Megan Pfeiffer
Cumming
Summary
Fixed and Fixed Indexed Annuity Consultant for Financial Advisors and Insurance Agents in the Southeast
Overview
18
18
years of professional experience
Work History
Annuity Sales Director
Agents' Marketing Group
03.2015 - Current
- Promote customized annuity solutions to independent agents and Advisors based on their clients' unique needs
- Provide analysis and product recommendations across all subcategories of fixed and fixed indexed annuity products (MYGA, Income, Growth, and LTC)
- Constantly strive to assist agents to grow their business through support, education and overall industry and product knowledge.
Vice President, Business Development
Walton International Group
05.2009 - 06.2011
- Promote and distribute a Private Placement Real Estate Offering throughout the Independent Broker Dealer channel of Advisors
- Performed as a Wholesaler in the Southeast (GA, FL, SC) and also as a Key Accounts Business Development manager.
Regional Sales Director
Nationwide Financial
01.2006 - 01.2007
- Promoted Nationwide's fee-based platform suite of products in the Southeast Territory across 10 states
- Assisted Independent Advisors and RIA's tailor their business to embrace the new fee-based concept launched by Nationwide
- Collaborated with the VA Wholesalers to build on existing relationships.
Education
Bachelor of Arts - Business and Psychology
Miami University
BBA -
1992
Skills
- New Business Development
- Strategic Planning
- Series 7, 63
- Life and Health License
Timeline
Annuity Sales Director
Agents' Marketing Group
03.2015 - Current
Vice President, Business Development
Walton International Group
05.2009 - 06.2011
Regional Sales Director
Nationwide Financial
01.2006 - 01.2007
Bachelor of Arts - Business and Psychology
Miami University