Jay Thudium

About Jay Thudium

15+ years of experience with deep expertise in all aspects of annuity product development, distribution strategy, and marketing of annuity and investment products across channels including Wirehouses, IMOs, Broker-Dealers, and Banks.Skilled in the national distribution of a diverse range of annuity, retirement income strategies, insurance, and investment programs across the IMO, Broker Dealer, and Bank channels.I have a proven track record managing key account relationships through timely insight and competitive intelligence to drive sales growth and enhance distribution capabilities in the ever-evolving retirement and wealth management ecosystem. I have a history of success driven professionalism collaborating across internal business units and with external distribution partners, to create and implement “start-up” business strategies. CORE COMPETENCIESProduct Strategy & Development:Expertise identifying sales opportunities and formulating annuity product strategies, including design and launch of innovative FIA solutions within the IMO, Broker Dealer, and Bank distribution channels.Competitive Intelligence and Market Insight:Skilled at conducting detailed analysis of the annuity marketplace and wealth management industry and applying these insights to inform strategic decision making and support distribution partners.Strategic Collaboration & Influence:Proven ability to foster key partnerships and collaboration across various business units, influencing stakeholders to drive sales and distribution expansion.CAREER HIGHLIGHTS & ACHIEVEMENTS• Lead team of competitive intelligence researchers to expand annuity offerings into the Broker Dealer and Bank distribution channels.• Play an integral role in design, development, and launch of numerous innovative FIA product designs.• Lead efforts to orient and onboard new carriers and distributors.• Key contributor partnering with investment banks to develop proprietary, volatility-controlled indices.PROFESSIONAL ENDORSEMENTS:• “Invaluable resource and partner”• “Ability to work collaboratively with our key intermediary distribution partners was unmatched”• “With his in-depth product and industry knowledge, he provided insights beyond mere details”Registered Representative of USA Financial, an AmeriLife Company and Member FINRA/SIPC.

Experience

1. Director, Annuity Product & Advanced Strategies

   AmeriLife

   Jan 2024 — Present

Education

• The University of Alabama

  Bachelor of Science - BS, Economics (Summa cum laude)

Skills

• Powerpoint
• Microsoft Excel
• Performance Management
• Client Development
• Business Development
• Program Management
• Operating Budgets
• Mentoring
• Business Process Improvement
• Operational Due Diligence
• New Business Development
• Portfolio Management
• Cross-Functional Team Leadership
• Jira
• Salesforce.com
• Mutual Funds
• Risk Management
• Management
• Process Improvement
• Data Analysis
• Client Services
• Project Management