Chad M Gilliam

**** * ******* **. abnk0y@r.postjobfree.com

Muncie, IN 47304 cell: 765. 730. 9613

PROFESSIONAL EXPERIENCE

TRANSAMERICA CAPITAL, Regional Internal Wholesaler, Denver, CO NOV. 2007 TO NOV. 2008

• Increased sales by providing accurate and efficient support to advisors

• Created and maintained trusted relationships in developing territories: PA, NC, SC, VA

• Acted in a consultative role with advisors to develop appropriate solutions for clients’ retirement and

legacy planning needs

• Provided analysis of competitors’ annuity products

• Provided support to externals including maintaining appointment schedules, making thank you calls for

business, material distribution, mass mailings, and seminar arrangements

RESOURCE REAL ESTATE, Regional Internal Wholesaler, Philadelphia, PA MAY 2007 TO AUGUST 2007

• Helped raise a 30 million dollar offering

• Built relationships with independent reps across the country

• Managed time efficiently in order to provide effective support and coverage for the entire country

• Provided reps with new sales ideas geared to high net-worth clients

• Provided support to externals including maintaining appointment schedules, making thank you calls for

business, material distribution, mass mailings, and seminar arrangements

LINCOLN FINANCIAL, Regional Internal Wholesaler, Philadelphia, PA JULY, 2006 TO MARCH 2007

• Created opportunities to increase sales and develop new contacts in Kansas and Missouri regularly asking

for business

• Provided assistance to my external wholesaler and helped maintain relationships by providing excellent

customer service that extended beyond the internal role

• Provided inbound and outbound support for advisors

• Provided support to advisors using Morningstar Advisor Systems

• Provided support to externals including maintaining appointment schedules, making thank you calls for

business, material distribution, mass mailings, and seminar arrangements

AFBA 5 STAR FUNDS, Regional Internal Wholesaler, Alexandria, VA MAY, 2005 to JULY, 2006

• Provided opportunities to increase sales and develop new contacts in the Midwest and Southwest territories

• Worked collectively with a team of externals to develop relationships, asking regularly for business and

referrals with financial advisors

• Provided support to externals including maintaining appointment schedules, making thank you calls for

business, material distribution, mass mailings, and seminar arrangements

STRENGTHS

• Computer skills: Word; Excel; Power Point; Vards; Morningstar; Thompson Financial; Zephyr

• Friendly, enthusiastic and persuasive in sales situations successful in promoting the company

• Excellent communication skills and a professional demeanor gained through interaction with the public,

leadership roles in college activities, including Vice President of Finance Club, and domestic and

international travel

• Self-motivated, strong work ethic and positive attitude

EDUCATION AND CREDENTIALS

Bachelor of Science in General Studies with minors in Business and Public Relations (2004)

BALL STATE UNIVERSITY – Muncie, Indiana

Professional Licenses: FINRA Series 7 & 63; Colorado Life

Contact this candidate