Tyson Hein
Melbourne,FL
Summary
Results-driven financial sales professional with over a decade of experience in annuities, investment planning, and business development. Proven success as a top-producing internal wholesaler at TruStage Annuities, consistently driving territory growth and leading in virtual presentations and asset production. Skilled in advisor engagement, consultative sales, and strategic territory management. Seeking to leverage these strengths as a Regional Vice President – External Wholesaler at Athene.
Overview
17
17
years of professional experience
Work History
Annuities Sales Consultant
TruStage (formerly CUNA Mutual Group)
01.2021 - Current
- Supported advisors across the assigned territory, driving annuity sales and education.
- Elevated territory from Top 8 to Top 3 ranking for three consecutive years.
- Led all internal wholesalers in virtual presentations and direct production.
- Set company record for total territory annual production in 2024.
- Delivered high-impact sales presentations and advisor training sessions.
Financial Advisor
Edward Jones
12.2018 - 01.2021
- Managed client portfolios and developed personalized financial plans.
- Increased branch profitability by 50% within one year.
- Built strong client relationships through proactive service and planning.
Business Director
West Business Solutions
07.2015 - 11.2018
- Recruited and trained 160 staff across three sites.
- Awarded AT&T Vendor of the Year (2017).
- Named Presidential Leader of the Year (2016, 2017).
Sales Manager
West Business Solutions
01.2013 - 07.2015
- Streamlined sales processes and improved onboarding strategies.
- Forecasted $23M in new annual revenue and achieved 115% of target.
Branch Manager
Associated Bank
02.2011 - 01.2013
- Achieved highest retail checking production in Southern Wisconsin (2012).
- Increased branch cross-sell ratio from 3.00 to 4.58.
Personal Banker
Associated Bank
02.2009 - 01.2011
- Ranked in top 1% of sales among 70+ bankers.
- Maximized revenue through improved sales techniques and productivity.
Education
Associate of Arts - Accounting & Business Management
Madison College
Madison, WISkills
- Annuity Sales & Distribution
- Territory Development
- Advisor Relationship Management
- Virtual & In-Person Presentations
- Asset Growth Strategy
- Financial Planning & Investment Solutions
- Cross-Functional Collaboration
Timeline
Annuities Sales Consultant
TruStage (formerly CUNA Mutual Group)
01.2021 - Current
Financial Advisor
Edward Jones
12.2018 - 01.2021
Business Director
West Business Solutions
07.2015 - 11.2018
Sales Manager
West Business Solutions
01.2013 - 07.2015
Branch Manager
Associated Bank
02.2011 - 01.2013
Personal Banker
Associated Bank
02.2009 - 01.2011
Associate of Arts - Accounting & Business Management
Madison College
Similar Profiles
Charity HeideCharity Heide
Continuous Improvement Consultant at TruStage (formerly CUNA Mutual Group)Continuous Improvement Consultant at TruStage (formerly CUNA Mutual Group)
Robert ButlerRobert Butler
Senior Manager, Business Finance at TruStage (formally Cuna Mutual Group)Senior Manager, Business Finance at TruStage (formally Cuna Mutual Group)
Michael SilversteinMichael Silverstein
Regional Vice President of Sales at TruStageRegional Vice President of Sales at TruStage
Kimberlie PriserKimberlie Priser
Senior Loan Processor at Acrisure Mortgage, LLC Fka FBC Mortgage, LLCSenior Loan Processor at Acrisure Mortgage, LLC Fka FBC Mortgage, LLC
BHUVANA PALANISAMYBHUVANA PALANISAMY
Principal Engineer at Collins AerospacePrincipal Engineer at Collins Aerospace