Chad D.

About Chad D.

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Experience

1. Key Account Manager

   Wealthvest

   Sep 2016 — Present

   Assist in the recruiting and development of new relationships with banks & broker dealers for distribution of annuities through WealthVest • Represent WealthVest to broker dealers and banks for operations support, marketing, sales, and post sales servicing • Secure service agreements on behalf of WealthVest and its manufacturer partners. Work with team to manage the process of finalizing the service agreements and support onboarding and product launches • Knowledge of all aspects of an FMO, including operations, sales & business development • Knowledge of the insurance industry’s regulations and requirements • Communicate and train internal and external sales team on broker dealer’s policies and processes regarding the sale of annuities • Work across all departments to create, maintain and update all information requisite for monthly reporting for the company and its carrier and distribution partners

Education

• Montana State University

  Bachelor of Arts (B.A.), Honors College/ Economics and Philosophy

  2012 — 2016

Skills

• Finance
• Life Insurance
• Sales
• Microsoft Office
• Public Speaking
• Blogging
• Strategic Planning
• Wealth Management
• 401k
• Fixed Annuities
• Financial Planning
• Social Media
• Social Media Marketing
• Retirement
• Research
• Iras
• Retirement Planning
• Search Engine Optimization (SEO)
• Wealth
• Microsoft Excel
• Marketing Strategy
• Thought Leadership
• Financial Services
• Pensions
• Customer Service
• Long-Term Care
• Leadership
• Recruiting
• SEO
• Series 63
• Coaching
• Social Networking
• Investments
• Facebook
• Financial Advisory
• Digital Marketing
• Marketing
• Online Marketing
• Insurance
• Training