Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Zakir Khan

Houston,TX

Summary

Results-driven sales professional with over 3 years of experience in financial services sales and distribution. Proven track record of exceeding sales goals, building lasting relationships with clients, and driving growth across multiple channels. Seeking to leverage my experience as an external wholesaler and relationship-building expertise in a sales role within the financial services industry.

Overview

3
3
years of professional experience
1
1
Certification

Work History

External Wholesaler

Pacer ETFs
Houston, TX
10.2023 - Current
  • Manage the South Texas (Houston and San Antonio) and Louisiana territories, generating new business from both existing and prospective clients.
  • Successfully developed and nurtured relationships with key advisors across top firms, including Kestra, Osaic, MML, Avantax, Ameriprise, Rockefeller, JW Cole, and B. Riley.
  • Achieved $230 million in sales during my first year as an external wholesaler.
  • Cultivated a network of 50 to 75 advisors, each of whom can recognize and engage with me directly for meetings and business opportunities.
  • Focused on client retention and growth, driving the sales cycle, and providing tailored solutions for financial services clients.

Internal Wholesaler

Pacer ETFs
Malvern, PA
12.2021 - 10.2023
  • Managed multiple territories, including Bank and Broker-Dealer channels for East Florida, RIA channels for Minnesota, Wisconsin, and the Dakotas, RIA channel for Ohio, and Wirehouse channels for Oklahoma and Arkansas.
  • Supported the sales efforts of external wholesalers by scheduling meetings, conducting follow-up communications, and leading Zoom calls with financial advisors.
  • Planned and executed firm- and fund-specific campaigns.
  • Executed high-volume phone calls to drive the sales cycle
  • Identified customer needs by asking questions and advising on best solutions.
  • Provided timely follow-up on all inquiries from clients or prospects.
  • Identified potential new clients and developed strategies to acquire them.

Education

Bachelors of Science in Business Administration - Marketing

Shippensburg University of Pennsylvania
Shippensburg, PA
05-2021

Skills

  • Territory management
  • Time management
  • Relationship building
  • Organization
  • Fund Analysis
  • Salesforce
  • Microsoft 365
  • Presentations and public speaking
  • Client Retention
  • Teamwork and collaboration

Accomplishments

  • Ranked #3 overall in sales in the bank & broker-dealer channel in 2022 as an internal wholesaler
  • Ranked #1 overall in sales in the RIA Channel and #1 overall in the company in 2022 as an internal wholesaler
  • Ranked #1 overall in sales in the RIA channel and #2 overall in in the company in 2023 as an internal wholesaler
  • Ranked #1 overall in the company for year over year territory percentage AUM growth as an external wholesaler in 2024 (133% growth)
  • Ranked #1 overall in the company for sales at Ameriprise in 2024

Certification

  • Series 7 & 63 Licensed

Timeline

External Wholesaler

Pacer ETFs
10.2023 - Current

Internal Wholesaler

Pacer ETFs
12.2021 - 10.2023

Bachelors of Science in Business Administration - Marketing

Shippensburg University of Pennsylvania

Similar Profiles

CREATE PROFILE
Zakir Khan