Mollie K. Vivian
Summerfield,NC
Summary
Highly motivated and results-driven Senior Internal Wholesaler with over 7 years of experience in annuity sales, relationship building, and territory management. Proven ability to exceed sales goals, foster strong partnerships with financial advisors, and effectively educate clients on complex financial products. Known for resilience, consultative sales approach, and commitment to delivering superior service and achieving organizational objectives.
Overview
7
7
years of professional experience
Work History
Senior Internal Wholesaler in Annuities
Lincoln Financial Group
Greensboro, NC
11.2019 - Current
- Cultivate strong relationships with financial advisors by leveraging a consultative sales approach and delivering strategic sales solutions
- Create and execute territory business plans through partnership with sales team to ensure goals are achieved
- Leverage Salesforce, Excel, Territory Visualizer, and other software to generate reports and market metrics that enhanced sales performance
- Demonstrate territory management by effectively monitoring pipeline, identifying new sales opportunities and successfully getting new sales across the finish line
- Exhibit kind demeanor and mental resiliency by actively listening to client’s expectations and forging the best resolution to client’s retirement needs
- Deliver solutions to financial professionals virtually and in person to educate on the variety of unique products offered by Lincoln and create roadmap with financial professionals to acquire new sale opportunities and maintain existing assets
- Act as a mentor and team player to the sales desk, sharing expertise on sales strategies and development
- Review annuity contracts and help advisors service their book of business using our website and tools
Financial Sales Representative in Annuities
Lincoln Financial Group
Greensboro, NC
12.2017 - 11.2018
- Assisted financial advisors in creating tailored annuity illustrations based on client needs
- Managed inbound and outbound calls with advisors nationwide, offering product knowledge and business development support
- Created new business opportunities by educating advisors on Lincoln products and services
- Collaborated with peers to refine skills and public speaking, sales techniques and problem-solving
- Resolved service issues in collaboration with the service team, ensuring high-quality client experiences
Education
Bachelor of Arts - Marketing and Communication
Aquinas College
Grand Rapids, Michigan05.2017
Skills
- Consultative sales
- Relationship development
- Time management and the ability to pivot
- Problem Solving
- Adaptability
- Excellent communication
- Positive Attitude
- Resilient work ethic
- Creative Mindset
- Team player
Volunteer Experience
- Junior Achievement Organization, 2019, Represented Lincoln in teaching financial literacy at a local school
- Ronald McDonald House, 2019, Cooked meals for families staying at the RMH that needed a warm meal
- Junior Achievement Organization, 2019, Prepared and served meals for families with loved ones in the hospital
- Backpack for Beginnings Organization, 2023, 2024, Volunteered to pack and sort donations for families in need
Professionaldesignations
- FINRA Series 6
- FINRA Series 63
- North Carolina State Life and Health License
- CRD # 6888478
Salesaccomplishmentsandrecognition
- Lincoln Leaders Club Award Winner, 2020, 2021, Recognized for exceeding sales goal, earning a trip to the Bahamas
- What’s your WOW Award Winner, 06/01/22, 09/01/22, 04/01/23, 08/01/24, Recognized for superior service, relationship management, and sales growth
- Top sales performer, Ranked #1 in sales for the Northwest Bank Annuity Territory with $180M in sales, surpassing a $100M target in 2019 and 2020
- Exceeded sales targets, 2021, 2022, 2023, Contributing to Lincoln's growth and brand recognition
- Shoutout Recognition Award Recipient, 09/01/22, 12/01/22, 11/01/23, 07/01/24, Acknowledged by leaders for exceptional territory management teamwork and positive attitude
- Texas Bank Territory, Exceeded sales goal by 185% with $150M in sales 2022 & 2023
- Grew new Tennessee & Kentucky territory, From $13M to $48M in sales in 3 months at the end of 2023
- Achieved goal in Tennessee & Kentucky territory, Increasing sales to $67M
Timeline
Senior Internal Wholesaler in Annuities
Lincoln Financial Group
11.2019 - Current
Financial Sales Representative in Annuities
Lincoln Financial Group
12.2017 - 11.2018
Bachelor of Arts - Marketing and Communication
Aquinas College
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