Tracy Burns
Malvern,PA
Summary
Accomplished Internal Wholesaler with 16 years of experience in related positions. Exceptional understanding of Annuity industry practices, products and customer needs. Superior relationship-builder and problem-solver.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Intake Case Worker/Student Intern
Chester County Children, Youth and Families
Internal Wholesaler
Global Atlantic
01.2013 - Current
- Develop business plans with external partners to effectively meet and exceed territory goals; Coordinate on sales strategies, adapt business model according to market trends to exceed territory goals
- Prospect for new client opportunities while evaluating and analyzing client needs
- Research competition to better position Global Atlantic strategies
- Regularly conduct territory evaluations to promote sales growth
- Partner with External Wholesaler to collaborate on sales presentations to financial professionals
- Individually position strategies to financial professionals via phone and Zoom
- Provide detailed responses to financial professional and client inquires via phone, Zoom, or email
- Build and maintain strong relationships with financial professionals, centers of influence, external sales teams and various internal departments
- Implement unique processes and sales techniques with financial professional teams to assist them in effectively managing their business
- Anticipate and resolve business crisis situations from clients and financial professionals
Internal Sales Representative
The Hartford Individual Annuities
01.2011 - 01.2013
- Provide service to financial advisors in partnership with Regional Managers to maintain and cultivate relationships while developing new business, maintaining existing relationships, responding to requests, and resolving account issues and inquiries from financial advisors regarding separately managed accounts
- Grow sales and activity within assigned territory, specifically within a segmented advisor base
- Cultivate and maintain relationships by following up with financial consultants who establish new business and continually educating them on current products and upcoming new products
- Contact financial advisors within assigned territories regularly and manages the sales process.
Internal Wholesaler
ING Individual Retirement
01.2007 - 01.2010
- Partnered with External Wholesaler to promote market and sell the company's products and services through effective sales marketing, and customer service techniques
- Managed territory of 3 794 Bank and NYSE Financial Advisors in Ohio and Indiana
- Introduced agents to value-added programs and benefits
- Identified and maintained contact with potential and existing agents as required
- Maintained and updated agent information in computer database
- Promoted and sold products offered through suggestive sales techniques to meet and surpass profitability and recruiting goals on an individual team basis
- Displayed knowledge of all company products and creative ways to market these products to agents using advanced marketing concepts
- Provided agents with product information, quotations, and materials required to be licensed and/or write business
- Sought out and presented to management potential opportunities in the market
- Responded to incoming inquiries in a professional and knowledgeable manner
- Followed up on materials sent in a timely manner.
Sales Support Representative
ING
01.2004 - 01.2007
Education
Bachelor of Arts - Social Work -
West Chester University
12.2008
Skills
- Teamwork and Collaboration
- Conflict Resolution
- Time Management
- Attention to Detail
- Customer service
- Territory management
- Organization
- SalesForce
Accomplishments
- Top 10 Wholesaling Team for last 8+ years - exceeding sales goals each year
- #1 Nationally in Long-Term Care Annuity Sales
Certification
- FINRA Series 6
- FINRA Series 63
- Pennsylvania Life Insurance
Timeline
Internal Wholesaler
Global Atlantic
01.2013 - Current
Internal Sales Representative
The Hartford Individual Annuities
01.2011 - 01.2013
Internal Wholesaler
ING Individual Retirement
01.2007 - 01.2010
Sales Support Representative
ING
01.2004 - 01.2007
Intake Case Worker/Student Intern
Chester County Children, Youth and Families
Bachelor of Arts - Social Work -
West Chester University
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