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Sales Manager

Location:
Morrisville, PA
Posted:
January 07, 2013

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Resume:

Andrew Reiss

Email: abp077@r.postjobfree.com

Address: **** ****** ******* *****

City: Yardley

State: PA

Zip: 19067

Country: USA

Phone: 917-***-****

Skill Level: Director

Salary Range: $150,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Andrew N. Reiss

1288 Bridle Estates Drive

Yardley, PA 19067

917-***-**** (C)

abp077@r.postjobfree.com

Summary

Executive with a track record of successfully marketing annuities, mutual

funds, retirement plans and other financial products with investment advisers.

Professional Experience

American Independence Financial Services, New York, NY (03/11-Present)

Senior Managing Director, Head of Retirement Services

Sales/Marketing for distribution of AIFS mutual funds to DC Plans and Institutions

* Implemented sales agreements for retirement platforms.

* Developing business in retirement plans and the institutional marketplace

* DCIO focus of products and services, signed 20 new platforms

* Retirement Department generated 10% of annual sales in the first year.

New York Life Insurance Company, New York, NY (11/97-11/10)

Vice President, National Sales Manager

Manage sales for distribution of annuities and mutual funds to Banks and B/D`s

* Developed annuity sales group from inception to become number one in banks.

* Created infrastructure, trained and managed the entire sales force.

* Rate Watch committee member - biweekly review of annuity fixed rates.

* Since joining the firm, developed 350 selling agreements, launched ten new products, hired 66 people, raised $25B in assets and continually increased profits.

Cowen & Co., New York, NY (1/94-10/97)

Senior Vice President, Mutual Fund and Annuity Departments

Manage sales and marketing for proprietary and outside mutual funds and annuities sold through Cowen`s sales force and correspondent network.

* Established mutual fund and annuity marketing departments

* Created infrastructure to handle new business, including operations, administration, wholesaling, telemarketing, and sales and marketing material

development.

* Increased assets under management in Cowen products by 87%; annual sales by 446%; and sales of outside funds by 50%.

Advest Inc., Hartford, CT (2/89-12-93)

Sales Manager, Special Products

Managed four wholesalers and four telemarketers for Advantage Funds,

insurance, direct investments, and investment management products.

* Developed sales and marketing strategies in cooperation with product managers

Continental Equities, New York, NY (3/88-1/89)

National Sales Manager for Mutual Funds and Insurance

Responsible for the marketing and sales of six mutual funds.

* Hired and supervised marketing staff including a national sales force of 10 wholesalers and 10 telemarketers.

Met Life/State Street Investment Services, Boston, MA (6/86-3/88)

Vice President

Marketed mutual fund investments to all major and regional broker dealers in the Mid-Atlantic region.

* 1987-Generated $497 million in mutual fund sales

B & D Equities, New York, NY (7/83-6/86)

Vice President

Marketed oil & gas and real estate limited partnerships to broker-dealers.

* # 1 wholesaler out of ten in sales

Security First Group, Los Angeles, CA (2/80-7/83)

Regional Vice President

Marketed annuity and insurance products to broker-dealers.

* Managed four wholesalers in division.

Licenses/Affiliations

* Series 7, 22, 26, 63.

* Life and Health Insurance in NY and PA.

* Investment Company Institute

* International Association of Financial Planners.

* Insured Retirement Institute

* Bank Insurance Securities Association

Education

Alfred University, Alfred, NY, B.A.



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