Brad Verstegen
Director of Sales and Education at Packerland Brokerage Services, Inc.
- Role
- Director of Sales and Education at Packerland Brokerage Services, Inc
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
Experience
Director of Sales and Education
Packerland Brokerage Services, Inc
Feb 2016 — Present · Green Bay, WI, US
As an integral part of the company’s Leadership and Strategic Planning teams my responsibilities range from managing the Sales and Education Department to developing growth of the bottom line. • Responsible for increasing the sales of current Packerland representatives through a proactive sales management plan. This includes working directly with registered representatives to create business plans, growth plans, and succession plans for their businesses. • My team is responsible for developing a calendar of sales focused and value added educational events designed to grow sales. • Develop and maintain relationships with industry professionals to support sales growth, marketing, education, and conference sponsorship. • My team maintains the Selling Agreements for products that are available for representatives to sell. • Responsible for the coordination of the firm’s process to stay compliant with the future Department of Labor (DoL) Conflict of Interest rule. • Keynote Speaker at the Annual Sales and Compliance Conference.
Education
Lubar College of Business
BS
University of Wisconsin-Milwaukee
MIS and Marketing Degree (Double Major)
Skills
- Management
- Investments
- Financial Services
- Strategic Planning
- Sales
- 401k
- Retirement
- Investment Strategies
- Financial Advisory
- Uniform Combined State Law
- Fixed Annuities
- Series 7
- Leadership
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Wealth Management
- Talent Acquisition
- Series 24
- Wealth
- Asset Management
- Training
- Asset Managment
- Investment Advisory
- Series 63
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