David Pergande

Experience

1. Producer Development Manager

   M Financial Group

   Mar 2024 — Present · TX, US

   In my role as Producer Development Manager at M Financial, I am dedicated to coaching and developing our next generation of financial advisors.My responsibilities include personalized coaching and mentoring, the development and execution of business and marketing plans to optimize local market penetration, guidance on building trustworthy relationships with emerging wealth and HNW clients, and the implementation of digital and in-person prospecting methodologies.Collaborating closely with the Program Director, I contribute to delivering a high-performance sales culture and training programs that enhance the skills of our FPs across the United States.

Education

• University of Wisconsin-La Crosse

  Bachelor of Science, Finance; Economics

  2008 — 2012

Skills

• Life Insurance
• Strategic Planning
• Series 6
• Series 63
• Leadership
• Customer Service
• Disability Insurance
• Retirement Planning
• Sales
• Long-Term Care
• Estate Planning
• Wealth Management
• Marketing Strategy
• Team Leadership
• Financial Services
• Portfolio Management
• Manage Client Relationships
• Teamwork
• Cross Selling
• Time Management
• Underwriting
• Revenue & Profit Growth
• Revenue Forecasting
• Long Term Care Insurance
• Customer Satisfaction
• Financial Analysis
• Finance
• Marketing
• Insurance
• Management
• Term Life Insurance
• Fixed Annuities
• Indexed Annuities
• Financial Planning
• Mutual Funds
• Investments
• Asset Management
• Banking
• New Business Development