Sandra Kalve

As Regional Director with Prudential Advisors, my responsibilities include recruiting, selecting and developing high-quality Financial Professional Associates (FPAs). FPAs are expected to gain a thorough understanding of building relationship with potential clients and a holistic approach of Prudential approach. In addition my responsibilities are making sure that FPAs initial experience and growth is connected through team building. Our firm has been number one in Western Territory. Over 50 % of advisors participating in teams and was over $9,000 GDR. Nationwide we were number 2 and 6 respectively. Most of my advisors are self-sourced. From December of 2022 to January of 2023 I have delivered seven self-sourced advisors including three experienced advisors. Communication with advisors is paramount in this position as it helps to retention and referrals from advisors. I have a very good working relationship with all of Wisconsin advisors.

In addition, I am responsible for life insurance business. I help to develop new cases with advisors as well communicate with home office to assist in life insurance in underwriting.

Financial Advisor, Edwin Wincek, who I brought in business as IXP, this year reached million dollar producer and placed number 17 on Chairman Council level and last 2023 year his team was recognized as number one in Western Territory.

As MFS with Prudential, my responsibilities include recruiting FPAs, running team production and productivity; working with advisors on joint work culture; promoting advisors who were exceling and making sure that I spend more time in development with advisors whose success took longer. My team produced over million GDR year after year. In 2018 , I was recognized as Prudential Annuities MFS of the year. In 2019 my team and I were awarded President's Citation for outstanding sales achievement. Financial Advisor, Edwin Wincek, who I brought in business as IXP, this year reached million dollar producer and placed number 17 on Chairman Council level and last 2023 year his team was recognized as number one in Western Territory.

Worked with Prudential clients and brought in new clients by holistic approach and building relationships and trust. Made conference my first year as FP. Second year was recognized by management as joint coach and was given an opportunity to work with newer advisors on brining in business. In 2010 was recognized as FPA of the year and number one in LTC sales. Shortly after my second year, I was asked to enter MDP program to build my own team and transition to MFS role.