Sales Customer Service

Jason A. Pyles

***** ******* ***** **.

Cincinnati, Ohio 45140

513-***-****

**********@**.***

EXPERIENCE

W & S Financial Group Distributors, Cincinnati, Ohio

Senior Regional Vice President: (January 2009-Present)

Responsible for training of all new external wholesalers while maintaining own territory.

Named MVP with 140 million in sales and a career total of over 2 billion in AUM in 2009.

Active participant in the Emerging Leaders Society for the United Way.

Territory consists of: Ohio, Kentucky, West Virginia and Tennessee.

Regional Vice President: (February 2005- 2009)

Responsible for establishing new relationships and maintain existing relationships to develop business.

-Territory consists of: Kentucky, West Virginia, Virginia, DC, Maryland and Pennsylvania.

-Earned the number 1 or 2 territory in the division for these 4 years. Also awarded “Most Consistent”.

-Mentor to Regional Sales Manager that reports directly to me.

-Performs wide range of presentations: individual meetings, branch training’s, panel discussions, sales ideas and seminars.

Regional Sales Manager: (April 2000- February 2005)

Worked closely with the Regional Vice President to initiate business and to learn Financial Institutions.

-Territory consists of Ohio, Kentucky, Michigan, Indiana, West Virginia and Illinois.

-Goal for 2000 was 180 million. Sales were 220 million.

-1999 business accounted for 27% of total company premium.

-120 million territory total for 1999 in Variable and Fixed Annuities sales through the bank channel

Internal Wholesaler: (September of 1998- April of 2000)

Responsible for servicing bank dealer agreements fro Fixed Annuities, Variable annuities, and Mutual Funds for the Midwest and Alabama.

-Responsible for 55 million dollars over the total department goal and maintained over 188% of goal.

-Established and recruited 239 new producing representatives at 341% of goal that attributed to over 125% of company goal for bank support.

-Utilized in department to train new hires due to my knowledge and excellent customer service skills.

Pinnacle Advisory Group, Cincinnati, Ohio

Financial Advisor: (July of 1997- September of 1998)

Worked as a registered representative with sales, mutual funds, stocks, variable annuities, fixed annuities

and life insurance.

EDUCATION

University Of Cincinnati, Cincinnati, Ohio

-Major in Communications

Furman University, Greenville, South Carolina

-Major in Communications

-Diving Scholarship

Series 6, 63, Life and Health

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