Tomas Perez

• Customize insurance programs, often covering a variety of insurance needs.
• Presents solutions and emphasizes product features based on clients' insurance needs and goals.
• Collaborates with colleagues to exchange selling and marketing ideas and strategies to improve customer service and increase sales.
• Prospects potential clients to determine eligibility for insurance policies.
• Ensure policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Provides continuous after-sale service.
• Frequent participation in meetings, seminars, and training programs to stay informed about products, updates, and industry trends and to learn new skills.

• During this time, I took a Sabbatical to attend to family matters, while maintaining updated knowledge through trainings, research and continued education.

Eversource Wealth Advisors' target audience is independent financial advisors, RIA firms, Broker-Dealers, and Hybrid firms looking for a wealth management platform with top-notch technology, support, autonomy, and competitive compensation.

• Responsible for managing a portfolio of clients/accounts, and developing strong client relationships.
• Led strategic planning of account engagement and service programs.
• Partnered with EWA business leaders to define and execute go-to-market Account Management ideas and strategies.
• Managed all aspects of the business development and account management efforts such as proactive account maintenance, addressed immediate account needs, coordinated account services with internal team members, lead generation, and prospecting.
• Conducted industry and market intelligence research on trends, collected and analyzed market research for use in forecasting new business opportunities.
• leveraged SalesForce, BOX, and other tools to optimize work load..
• Grew and fostered significant relationships with potential prospects, building a pipeline of warm leads worth around 1.7 billion dollars of assets under management.

Inspire Advisors is a boutique IRA for independent financial advisors who are genuinely passionate about reflecting their client's values within their investment's portfolios.

I was brought into the company by the company's CEO to create the blueprint for their recruiting strategy, and get their lead pipeline started.

• Optimized profitability by developing a pipeline of prospects worth over $500,000,000 of assets under management using multiple referrals and prospecting methods.
• Collaborated with internal leaders and external partners to foster new accounts and identify potential prospects.
• Leveraged Inspire Investing vehicles, performance, and value proposition to aid the advisor attraction efforts.
• Built a pipeline of warm prospects worth over $500,000,000 of assets under management.
• Used Salesforce to track and manage daily activities.

During my tenure at Thrivent Financial, I successfully led two critical roles. The business development work for Thrivent's hybrid-independent distribution channel and the Strategic Partnerships work for the entire sales distribution and other business verticals.

• Led, defined, implemented and managed the business development and strategic partnerships' initiatives for the distribution channels.
• Nurtured professional relationships through personal client meetings and consistent check-ins.
• Communicated account status regularly and escalated business concerns to senior leadership team.
• Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
• Listened to customer needs to identify and recommend best products, services and adequate support.
• Recruited, hired and trained new accounts to optimize profitability.
• Managed and strengthened client relationships, identified new business opportunities, and coordinated with internal teams to deliver on client expectations.
• Established and fostered strong business relationships with advisory firms, BDs, independent advisors, and other business-related organizations.
• Worked directly with multiple business leaders and executives in the company to determine & implement proper strategies aligned with business goals.
• Prospected and Identified new business ventures and partnerships.
• Delivered informative live and video presentations to industry professionals.
• Built a pipeline of warm prospects worth over 1.3 billion dollars of assets under management.

As a member of the sales leadership team, I was accountable for driving sales, increasing the distribution's footprint, managing partner accounts, and delivering training, workshops, and webinars.

• Delivered superior customer support to improve sales and account retention rates.
• A regular speaker at national, regional, and office IMO/BGA/FMP sales meetings, seminars, and training.
• Delivered ongoing support to my field organizations (FMOs, BGAs, IMOs, and GAs) to ensure proper and speedy business processes, including underwriting, case management, and commission payouts.
• Managed territory budget and expenses.
• Recruited and managed accounts with an average annual production of $1-10 million of annualized life insurance premiums and $50-$300 million of fixed indexed annuity annual premiums.
• Prepared and negotiated business agreements and contracts.
• Successfully implemented SalesForce to help manage the sales pipeline and account management activities and actively track and measure the effectiveness of my sales activities.
• Strengthened revenue opportunities by developing tailor-made sales strategies based on industry trend and competitor analysis.
• Performed sales consultations and educated clients on products and services.
• Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
• Prepared sales production reports for senior management.
• Negotiated terms of sales agreements and developed contracts to successfully close sales.
• Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
• Coached, developed and motivated team to achieve revenue goals.
• Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.

As part of the external sales team I managed all the sales efforts and customized support to my accounts, driving growth and developing solid partnerships with field distribution firms and agencies, delivering excellent service, support and training.

• Consistently met and exceeded annual sales goals and benchmarks, maintaining the required level of appointment activities with targeted insurance agents, financial advisors, and firms.
• Worked with the Sr Divisional Vice President to prepare business plans and review market trends to prioritize areas of revenue growth.
• Increased awareness of Allianz products and value proposition within field offices, insurance agents, and financial advisors.
• Delivered regular training and presentations to educate the sales distribution partners.
• Strengthened revenue opportunities by developing tailor-made sales strategies based on industry trends and competitor analysis.
• Cultivated account relationships by providing strategic service and support to the customer base.
• Helped internal and external business partners by providing specific expertise and tactical support.
• Answered inbound sales calls and reached out to appointed insurance agents and agencies marketers to provide product and competitive landscape education.