Chad Wilkins
Internal Wholesaler at Voya®
- Role
- Internal Wholesaler at Voya Financial
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Chad Wilkins
Dynamic Internal Wholesaler with 15+ years of experience in the retirement plan industry, combining strong business development practices with proven results across internal sales management, advisor consulting, and cross functional collaboration. I bring a comprehensive understanding of advisor needs, retirement products, and territory strategy, built through roles spanning retirement consulting, investment consulting, and internal sales leadership.I excel at uncovering opportunities, shaping strategic plan solutions, and advancing sales through clear, consultative communication. Known for simplifying complex retirement concepts and driving consistent revenue growth, I also mentor peers, contribute to process improvement, and help elevate team performance through best practice sharing and disciplined sales execution.I hold FINRA Series 6, 26, 63, and 65 registrations and have successfully completed CFA Level 1. I offer strong technical credibility paired with a relationship driven approach. I thrive in fast paced, performance-oriented environments and am recognized for reliability, professionalism, and a leadership mindset that supports advisor success and broader organizational goals.
Experience
Internal Wholesaler
Jan 2025 — Present · Carmel, IN, US
Education
Indiana University Bloomington
Bachelor of Science, Kinesiology
2004 — 2008
Skills
- Investments
- Strategic Financial Planning
- Retirement Planning
- Account Management
- Marketing
- Microsoft Excel
- Leadership
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