Todd Blevins

WORK HISTORY

EDUCATION

ABOUT TODD BLEVINS

Dedicated client solutions professional with extensive experience in financial services, insurance, retirement planning, and consultative sales. Committed to delivering white-glove, caring service that builds lasting trust and ensures seamless, efficient experiences for both internal and external customers.Proven expertise in developing deep, relationship-focused partnerships, guiding clients through complex retirement and insurance decisions, and driving positive outcomes under pressure. Excel at coaching and training teams, fostering collaboration, and applying strong analytical and organizational skills to solve challenges while continuously learning and adapting.Consulted with financial advisors (Private Wealth-Wires, IBDs, RIAs) on various financial products (municipals, private real estate, private capital, farmland, taxable fixed income) to increase investment in key products.Delivered unparalleled customer service and support to 2,824 advisors by being accessible, knowledgeable, flexible, and dependable.Conducted daily outreach to financial advisors regarding product education and opportunities.Continuously researched and studied financial advisor teams, their business models, and goals.Prospected for new financial advisors and RIAs weekly.Worked in a team environment emphasizing communication, organization, and documentation to drivesuccess.Developed annual business plan to identify goals, responsibilities, and targets for the next year.Sales team ranked in the top ten team for sales, top five for private real estate sales, and recognized foroutstanding teamwork.See important disclosures: https://bit.ly/3IQ8Dar