Marcello Cosentino
- Role
- Ria Regional Director External Wholesaler at Security Benefit
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
Experience
Ria Regional Director External Wholesaler
Apr 2011 — Present
Responsible for Wholesaling fee based investment platform on an annuity chasis to RIA\'s and Independent Advisors in DE, NJ. NY & PA. 2014- Added 29 new producers and increased overall sales by 100%, Received recognition for being one of the Top 3 Wholesalers 2013- Added 14 new producers totalling $16 million in sales 2012- Added 22 new producers in 6 months totalling $10 million in sales Responsible for point of sale meeting with Financial Advisors and their clients
Skills
- Etfs
- Strategic Financial Planning
- Separately Managed Accounts
- Hiring
- Retirement
- Finance
- Sales
- Team Management
- Lotus Notes
- Employee Relations
- Series 63
- Teamwork
- Employee Benefits
- Financial Analysis
- Annuities
- Equities
- Investment Strategies
- Finra
- Iras
- Investment Advisory
- Financial Advisory
- Customer Service
- Windows
- Portfolio Management
- Alternative Investments
- Mutual Funds
- Bonds
- Asset Allocation
- Team Leadership
- Uniform Combined State Law
- Sales Management
- Management
- Coaching
- Outlook
- Banking
- Fixed Annuities
- Financial Services
- Series 7
- Series 6
- Retirement Planning
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