Bozeman, MT & San Francisco, CA (PRWEB) March 19, 2015
Micah Gerry is now officially working with WealthVest as a regional consultant. In this role, Gerry will represent major product manufacturers in the Southern California region.
Gerry began his career as a financial associate in 2000 while attending college. Upon graduation, he moved into a role as an internal wholesaler and regional vice president for Michigan, Indiana, and Illinois. In this position, Gerry ranked number one for first time producers, and increased sales consistently from 2003 to 2007. Following these accomplishments, Gerry worked for four years as a regional vice president, continuing to wholesale annuities, increase sales, and develop relationships with top companies and financial professionals. Most recently, Gerry held a position as divisional vice president with SunAmerica Retirement Markets, Inc.
“I have worked with Micah for over 7 years now,” said Marc Rogers, Divisional Sales Manager. “He is a veteran in the business who truly knows how to help a producer increase their sales. He is passionate about the business and has a long track record of successes. He always has new ideas and can be a partner to any level of rep. I am very excited to see Micah become a part of the WeathVest family.”
Gerry graduated with a Bachelor of Arts in business economics from Santa Barbara, CA, and is California Life and Health licensed.
WealthVest Marketing — based in Bozeman, MT, and San Francisco, CA — is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation.
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 four sales teams: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a 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 its team, and over $1 billion in sales to date.