Business Development Client Relations
Resume:
WILLIAM B. HARRIGAN
***** * ******** **. **********, AZ 85255
**********@*****.***
EMPLOYMENT OBJECTIVE: Seeking a challenging career position in Sales Management utilizing achieved skills, 20+ years of experience and training. SUMMARY OF QUALIFICATIONS: Adaptable professional. A Leader in Account/Territory Development with IMO’s, Independent Broker Dealers, RIA’s and BGA’s. Client Relations, Business Development, Acquisition, Presentations, Personnel Management and Revenue Enhancement. Specialties in Developing / Managing Sales Forces • Containment • Detail-oriented, with outstanding work prioritization skills and aptitudes. A team player with a positive work attitude while understanding individual goals are to be met and exceeded.
EXPERIENCE:
Quantum 2022-2024
Director of Business
Strategic & Tactical Market Planning, Market Evaluation, Penetration & Expansion • Developing & Managing Major Accounts • Revitalizing Stagnant
& Declining Sales • Consultative & Solution-Based Sales Strategies Relations & Retention • Multimedia Direct Marketing Strategies/Campaigns
• Team Building & Developing Best Practices.
Financial Independence Group 2018-2022
VP of Annuity Sales
Strategic & Tactical Market Planning, Market Evaluation, Penetration & Expansion • Developing & Managing Major Accounts • Revitalizing Stagnant
& Declining Sales • Consultative & Solution-Based Sales Strategies Relations & Retention • Multimedia Direct Marketing Strategies/Campaigns
• Team Building & Developing Best Practices.
2013-2018
Annexus Group Scottsdale, AZ
Sales Director
Balanced Allocation Strategy (Athene, Nationwide) Fixed Indexed Annuity. Assist 18 National Marketing Organizations with 200 Internal & External annuity consultants/wholesalers. Focus on product training, sales strategies and advisor acquisition and retention. Key knowledge in Salesforce.com integration. Enhanced the sales platform to focus in on detail and growth. Experienced in national, group and individual webinar presentations as product specialist in client focused case construction. National group speaker/presenter with in-depth knowledge, not actor. Increased sales from $780MM 2013, $2B 2014, $3.8B 2015, $3.5B~ 2016, $5.0B 2017.
BIC Group LLC. Scottsdale, AZ
2011-2013
Copeland Capital/TFMS-Innovator/ Kellner M&A, AMF. Associate Partner
Lead and coach 16 External and Internal wholesalers for sales of Mutual Fund products through a National Distribution Firm. Focus on Business Development and Relationship management. Trained and managed the day to day business of the internal and external sales teams. Created sales and support procedures for contract paperwork, new business and new business forms, CRM systems, sales reporting and operational functions. Designed and assigned National marketing campaigns to sales teams. Reviewed and enhanced the campaign execution by team members. Increased sales from
$12MM July 2011 to $330MM July 2012. Focus on UBS, LPL, Raymond James and National/Local RIA’s.
GUARDIAN INVESTOR SERVICES, Scottsdale, AZ 4/2008-9/2009 Regional Sales VP
Achieved sales of variable and fixed annuity products throughout a territory comprised of AZ, CO, NM, UT, MT. Posted the highest monthly sales quota in the territories history.
Conducted territory-building seminars with internal and external sales team members. Supervised, trained and reviewed the performance of Internal Wholesalers. Educated financial advisors on proven marketing and sales techniques. Consistently met with 20-25 advisors per week. Increased sales from $400K 1/2009 to $4MM 6/2009.
Fixed Income Securities, Scottsdale, AZ.
4/2007-1/2008
Regional Vice President
UIT, Structured Products and Closed End funds throughout Arizona and So. Cal. Managed and directed internal wholesalers and marketing associates in sales, sales support and administration roles. Ran successful marketing campaigns to increase sales and business development opportunities. These included both street and wire house accounts and independent channels
(Merrill Lynch, UBS, Morgan Stanley, LPL, Raymond James, NPC and RIA’s). JACKSON NATIONAL LIFE ANNUITIES, Denver, CO 4/2001-6/2006 Regional Vice President
Primary responsibility for the sales of fixed, index and variable annuity products. Sales accomplished $85MM. Trained and supervised internal sales personnel.
Accomplishments include: Consistently exceeded monthly sales quota. Promoted to one of the top territories in the company. Built out the sales desk from 10 persons to 50 internal wholesalers. Helped hire, train and manage new and existing personnel ranging in experience levels from beginner to seasoned, on Company procedures and sales modeling. Top Gun Maximization Sales program graduate.
Internal wholesaler promoted to Sr. Internal wholesaler 2001-2002. Promoted to RVP Colorado increased sales from $9MM July 2002 to $27MM December 2002. Promoted to RVP Midwest KS, MO, IA, SD& NE, one of the top territories in the company.
Merrill Lynch 2000-2001
Financial Advisor
FINRA Series 7, 66, L & H
UNIVERSITY OF ARIZONA, Tucson, AZ
Bachelor of Science, Communications
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