matt ragle

regional vice president, upstate ny; albany-buffalo

About

Highly accomplished and experienced external wholesaler with 26 years of investment and insurance experience. Exceptional relationship building skills, organizational skills and presentation skills. Organized with exceptional attention to details. Familiar with all aspects of our economy and industry with a strong focus on investments, annuities and mutual funds. If this sounds too good to be true, then allow me to write your resume as well. Excellent vocabulary and writing skills.

Country

united states

City

saratoga springs

Industry

financial services

Skill

mutual funds, fixed annuities, investments, retirement planning, series 6, insurance, variable annuities, asset allocation, series 63, retirement, iras, 401k, disability insurance, finra, etfs, alternative investments, pensions, 401 retirement savings plans, retirement plan consulting

Experience

regional vice president

sun life financial

2002-9 - 2006-1 · 3 yrs 5 mos

Wholesaler for Life Insurance to the Bank and Wirehouse channel. Manage and oversee territory with internal partner to attain or exceed goals. Conduct relations-building and consultative sales calls through individual and group meetings with financial advisors and varied licensed professionals. Develop and implement sales strategies with product specialists and platform managers of sales teams.

regional marketing director

lincoln benefit life insurance

1998-6 - 2002-8 · 4 yrs 3 mos

Develop relations with advisors across assigned brand new territory for LBL. Present portfolio construction and practice management assistance to advisors to develop strong customer relationships. Implement follow up with advisors to foster sales process and deepen relationships.

financial planner

new england securities

1992-10 - 1998-5 · 5 yrs 8 mos

Independent financial planner. Developed personal financial plans for families and individuals by implementing mutual funds, Life insurance, 401k plans and health insurance sales. Was one of only 100 new reps from across the country to be chosen to attend The New England's class of 1993 career school university.

volunteer

vermont adaptive ski & sports

2017-11 - 2018-1 · 3 mos

Current volunteer for the Vermont Adaptive Ski and Sports program. This great organization helps anyone with any type of challenge; be it physical, mental or emotional, learn to ski and enjoy the great outdoors.

regional vice president, upstate ny; albany-buffalo

nationwide financial

2006-1 - Present · 20 yrs 8 mos

Annuity and Mutual Funds Wholesaler- Upstate NY Identify advisor needs and sales opportunities with respect to annuity business. Perform and train for cross-selling ideas and proposing new concepts. Prepare asset allocation strategies on basis of client goals and risk tolerances. Nationwide Hall of Fame inductee. ______________________________________________________________________ Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.