Outdoor

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Responsible with partner wholesaler for variable, fixed, and index-linked annuity sales within third-party distribution

Operate in a business development capacity helping Financial Advisors grow their practices:  help facilitate client identification, needs analysis and due diligence, product presentation, and client retention

Identify and analyze extensive market data to uncover underlying opportunities and execute on findings

Utilize company resources, managing self-manifested brand across territory and its subset of markets

Plan and organize regular marketing functions including Broker/Dealer conferences, regional Lunch and Learns and Due Diligence Meetings

Internal Wholesaler

Created account reports for 100+ high net worth clients and their accountants on a monthly basis

Performed cost basis analysis for clients’ equity and fund investments

Supported senior advisor in the study of a progressive family planning accreditation

Attended daily continuing education meetings directed by outside mutual funds and insurance providers

Intern

Assisted internal wholesalers with spreadsheets listing current details of annuitant’s contract information  

Carried out cost analysis of the expenses involved in conducting due diligence and road show meetings

Generated hypothetical illustrations for soliciting financial advisors and their clients

Attended wholesaler training focused on competitive landscapes and the prevailing market environments

Find out detailed information about Matt Henn,  in Newport Beach, CA

Matt Henn: in Newport Beach, CA

Matt Henn

Loma Linda Academy

University of Utah - David Eccles School of Business