Thomas M. Vassallo, II

**** ****** **** ** ********, FL 34240 Phone: 941-***-**** Fax: 888-***-**** E-Mail: acciz9@r.postjobfree.com

Executive Profile

Entrepreneurial, experienced, highly motivated, committed, loyal, hard working individual with a proven track record of building and

supporting high performance broker distribution channels through outstanding sales support, excellent bro ker service and establishing

lasting personal relationships with brokers.

I have accumulated over 20 years of financial services experience including 10 years in retail and 10 years in wholesale providing me a

unique skill set with the ability to develop brokerage distribution channels and drive production. I am extremely comfortable supporting

brokers in sales situation in particular when working with the client’s other trusted advisors.

I am a very experienced highly effective public speaker who is fully capable of working with compliance departments to develop highly

effective broker support and client presentations in this highly regulated industry.

Skill Highlights

Broker Recruiting Case Design

Development and Deployment of Sales

Broker Support Concepts Leverage of Social Media

Broker Retention Development and Deployment of Microsoft Office Suite

Presentations

Sales Support Web Meetings

Development and Deployment of

Public Speaking Virtual Support

Broker Training Material

Experience

Physician’s Advisory Group, Sarasota, Florida December 2001 – Present

President of Physician’s advisory group a financial services agency training and supporting advisors catering to the unique

financial needs of physicians

Developed and designed for compliance approval all marketing material, sales presentations and sales techniques

Work internally with AXA Advisors producers to train and support their sales efforts to physicians

Provided back office and client facing sales support for advanced life insurance, annuity, defined contribution and defined

benefit plans. Worked with advisors to develop asset protected comprehensive financial plans that led directly to sales in the

brokers core product portfolios

Sun Insurance Marketing Network, Inc., Sarasota, Florida August 1991 – December 2002

President of Sun Insurance Marketing Network, Inc. an early Managing General Agent for Long Term Care Insurance

products.

Hire recruit and manage a staff of over 30 employees

Exclusive marketing contracts in Florida and 13 other states for Aetna, American Travellers Life Insurance Company and Penn

Treaty Life Insurance Company. Generated over $20,000,000 Annually in LTC, Life,and health premium,

Exclusive National Long Term Care Marketing Contract for AIG Life Insurance Company and American International Life

Assurance Company of New York. Generated over $9,000,000 Annually in LTC premium.

Responsibilities included recruiting and managing a network that exceeded 10,000 licensed independent agents.

Developed and conducted training and recruiting workshops making presentation weekly throughout the country.

Attended and presented at national financial services industry conferences for the purpose of recruiting, supporting and training

independent licensed agents.

Thomas M. Vassallo, II

Education

FINRA Series 7 2006

Certified Financial Planner 2005

Life & Health Insurance License 1991

University of Florida 1988-1991

Santa Barbara City College 1987-1988

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