Bozeman, MT & San Francisco, CA (PRWEB) June 09, 2014
WealthVest Marketing announced today that they have hired a new marketing consultant to build relationships and partnerships with investment professionals who help particularly cost-conscious and risk-averse clients.
Blake Loeppke comes to WealthVest as a highly-motivated sales professional with a vast array of work experience. Loeppke started out as a sales manager, later moving into positions including sales executive, financial consultant, and marketing consultant. In these roles, Loeppke developed close and personal relationships with clients, ensuring premium customer service and retention. In 2006, Loeppke assumed the role of financial consultant, fostering his financial service product knowledge and working to further increase sales of such products. In his most recent position as a marketing consultant, Loeppke focused on recruiting, running value-add programs, and working with agents to find suitable solutions for clients.
WealthVest looks forward to the new opportunities that Loeppke and his experience bring. He can be reached at bloeppke(at)wealthvest(dot)com or 406.551.9738.
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, more than 100 committed professionals on their team, and over $1 billion in sales to date.