Bozeman, MT; San Francisco, CA (PRWEB) May 23, 2014
WealthVest Marketing is pleased to announce that Trevor Turner has joined the team as a Regional Director for the Arizona/New Mexico territory. Trevor brings more than 12 years of experience in the financial industry.
“Trevor is a seasoned professional with experience in assisting Financial Advisors expand their practice. He is a great addition to our team,” said Kevin Connor, Annuities Sales Executive.
Trevor began his career as an investor services advisor, managing over 1 million clients nationwide, after attending Richard Stockton College of New Jersey. Trevor has also worked as a plan manager, dedicated to a portfolio of 1200 clients, and a regional sales consultant, coaching and educating financial advisors to create customized 401k plan proposals. Trevor has been responsible for developing corporate retirement plan sales in Arizona and New Mexico across the independent and wirehouse channels as well.
In his most recent role, Trevor spent his time strategizing the sales process of retirement plans sales and retention opportunities of more than 20 million in assets.
Trevor will bring a wealth of valuable knowledge to the WealthVest team, and can be reached at tturner(at)wealthvest(dot)com or 602.334.0676.
WealthVest Marketing is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.
WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.
The company possesses two sales teams: a field wholesaling team dedicated to banks and broker-dealers, which together form the fastest-growing subset of the index annuity marketplace, and a team dedicated to independent advisors and agents. WealthVest has relationships with over 130 banks and broker-dealers around the United States.