Bozeman, MT, and San Francisco, CA (PRWEB) September 08, 2014
WealthVest Financial Partners announced today that David Herron of Greer, South Carolina, will serve as a regional director in the South Carolina/North Carolina territory focusing on the broker dealer channel.
Herron began his career as an internal wholesaler in 2002, assisting in the sales and marketing of investor funds. He then transitioned into a role as internal sales manager, managing territories’ financial, quality, and activity goals in partnership with a field-based sales force. From here, Herron moved up to a role as director, working primarily to establish and maintain client relationships but also developing programs to expand company awareness. Most notably during the course of his career, Herron introduced a program that developed $5.2 million is assets in 2006 alone and $75.8 million in the 2nd year, and provided associate training that ultimately increased total sales by 21% within one year.
“Dave is a seasoned veteran with a proven track record of servicing financial advisors in North and South Carolina for many years,” said Kevin Connor, Managing Director at WealthVest Financial Partners. “We are excited to have him as a member of our team.”
Herron obtained his Bachelor of Science in Management from Ohio State University, and is Series 7, 63, and 65 licensed.
WealthVest Financial Partners 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 three sales teams: a field wholesaling team dedicated to banks and broker-dealers, a field team dedicated to independent agents and advisors, and a Bozeman-based sales team focused on all agents and advisors. 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.