Insurance Sales, Retirement Advisor
Resume:
THOMAS A. BOWDISH, CFP®
**** ****** **. • Little Elm, Texas 75068
972-***-**** • *.*****.****.**@*****.***
S ALES EXECUTIVE
Insurance ~ Retirement Planning ~ Financial Services
Seasoned financial services professional combining 20 years of proven expertise in new business acquisition and in advising
clients on a wide range of financial planning goals. Results-oriented salesmen with demonstrated ability in meeting and
exceeding expectations by cultivating relationships, gathering data, analyzing individual financial situations and presenting
and implementing financial solutions for diverse clients.
AREAS OF EXPERTISE
• Life Insurance • Annuities • Financial Planning • Discretionary Money Management • Mutual Funds • Property & Casualty
Insurance • Estate Planning
P ROFESSIONAL EXPERIENCE
BOWDISH FINANCIAL PLANNING, Little Elm, TX 75068 • 2012 – 2015
Financial Advisor
Sell Life Insurance, Annuities, Property & Casualty Insurance and Legal Shield to educators and employees of public schools
in the Dallas Fort Worth Metroplex area. Additionally offered Mortgage Protection Insurance (Life Insurance) to new
homeowners and those who recently refinanced their homes. Acquired clients through various marketing programs including
telemarketing, direct mail, seminars and referrals.
Selected Achievements:
• Generated over $60,00 in Life Insurance Premiums
• Produced over $2,ooo,ooo in Annuity Sales
TIAA-CREF, Lewisville, Texas • 2010 – 2011
Retirement Consultant
Provided high quality retirement and financial counseling services. Responsible for communicating details of TIAA-CREFF
retirement plans, after tax investments and insurance products, payment flexibility, investment choices and overall retirement
and financial issues to clients and prospective participants. Strong emphasis on sales, services, customers and retention
objectives.
BANK OF AMERICA & BANC OF AMERICA INVESTMENTS (BAI), Dallas, Texas • 2008 – 2009
Vice President / Sales Manager, Preferred Services
Directed a team of 11 sales associates in offering full-service financial advisory services to clients with investable assets from
$100,000 to $3 million. Coached staff in multiple prospecting techniques, elevating success in handling inbound and
outbound sales calls to enhance delivery of innovative solutions to clients for their retirement, investment, credit and deposit
needs.
Selected Achievements:
• Fostered a culture of high performance and accountability, establishing daily metrics and sales goals.
• Guided team through challenging corporate transition and multiple changes in department goals and direction.
FIDELITY INVESTMENTS, Dallas and Westlake, Texas • 1995 – 2008
RBS Manager, Retirement Investment Services (2005 – 2008)
Provided leadership to a team of 19 sales representatives in servicing 4 separate call types: Real Time Trading calls for
participants’ 401k accounts, Self Directed Brokerage calls with access to more diverse investments, “Silent 8” calls for
rolling over assets into a Fidelity IRA and Broker On-line calls, processing transfers to competing firms. Established lead
generation goals and targets for increases in clients’ 401k contributions, boosting team performance from “worst to first” in
team standings for the function.
Selected Achievements:
• Honored in Q4 2007 with RBS Team of the Quarter and RBS Manager of the Quarter recognition.
• Identified leads for business partners and advised participants on benefits of increasing their individual 401k
contributions for Real Time Trading and Self Directed clients.
RIS-D Manager, Retirement Investment Services (2004 – 2005)
Led a team of 18 representatives in consulting with individuals who have left employment due to retirement, termination or
job change on options with regards to their 401k. Coached team in asset retention strategies and features of Fidelity Rollover
IRA option, saving millions in assets from leaving the firm.
Investment Consultant, Portfolio Advisory Services (2002 – 2004)
Advised clients on managed mutual fund wrap product, generating $203 million in sales of Fidelity managed money services
in 2003 and finishing the year as the third highest Investment Consultant nationwide. Built individual financial practice from
scratch, forging relationships with clients in achieving superior sales results.
Selected Achievements:
• Led the country for the first half of 2003 as the top ranked local Investment Consultant.
• Earned recognition as Gold Member of the Portfolio Advisory Services Performer’s Club.
Additional accomplishments with Fidelity took place in the following roles:
Sales Manager, Portfolio Advisory Services (2000 – 2002). Mentored staff in qualifying prospective clients for managed
money services, generating 10,264 Investment Profile Questionnaires leading to 4,594 new accounts.
Specialists Team Manager, Investments (2000 – 2000). Managed three distinct specialty groups: Investment Technical
Specialists, Asset Retention Specialists and Training Specialists.
Sales Manager, Investments (1999 – 2000). Led team in acquiring new assets, achieving Manager of the Quarter
recognition Q2 2000 and winning corporate trips to Florida and Canada.
Other previous roles included Financial Consultant with Sun Cities Financial, Financial Consultant CUSO Financial, Sales
Manager with CMW Financial, Annuity Sales Representative with RPI Pension Services, Sales Manager with GHT Alarm
Systems, Sales Representative with Heritage Rare Coin Galleries, Franchise Sales with Rainbow International, Sales
Manager with Impact Marketing and Teacher/Coach with Grand Prairie Independent Schools.
Details on request.
EDUCATION & CERTIFICATIONS
Master of Education – Public School Administration, University of North Texas, Denton, Texas
Bachelor of Arts – Health & Physical Education, Minor in History, University of Texas at Arlington
Fundamentals of Trust, Canon Trust School at Notre Dame, South Bend, Indiana
Skill Mark Wealth Management Training
Certified Financial Planner®
Registrations: Series 6, 7, 8, 63 and 66;
Licenses: Life & Health and Property & Casualty
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