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Greg Sodja
External Portfolio Consultant @Milliman
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WORK HISTORY
External Portfolio Consultant @Milliman
Denver, CO, US
Sub-advisory wholesaler with proven results. Responsible for relationship account management and business development for sub-advisory clients in the annuity and ETF spaces.
EDUCATION
St. John Fisher University
Bachelor of Science - BS, Management (Finance)
SKILLS
ABOUT GREG SODJA
Accomplished external wholesaler and executive sales desk management professional with extensive success increasing sales and market share, and providing the leadership and direction needed to drive the achievement of key organizational financial sales-related goals and objectives. Proven strength in assembling and developing high performing sales teams, implementing strategy designed to produce results that positively impacts the organization’s bottom line. In addition, skilled at building and maintaining strong, profitable relationships with strategic sales partners to maximize the business potential and the associated revenue within the marketplace. Recognized for the ability to deliver strong results while leading in fast-paced, highly competitive sales environments. Areas of Expertise Include:Series 7TO, SIE, 26, 6, 63; CO, NY, MA LifeFinancial Solutions • Sales Staff Leadership • Revenue GenerationSales Program Management • Staffing and Recruiting • Competitive AnalysisInvestment Vehicles • Sales Strategy & Execution • New Business DevelopmentStrategic Sales Relationships • Wealth Management • Solutions Selling PracticesMarket Penetration • Performance Management • Sales Presentations
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