BOZEMAN, Mont. (PRWEB) November 07, 2019
WealthVest continues to grow its team of wholesalers by hiring Leslie Grant, who will cover the Illinois, Iowa, Minnesota and Wisconsin territories, helping advisors with retirement planning utilizing fixed and fixed index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.
Leslie Grant joins WealthVest in 2019, bringing nearly a decade of experience in advising financial professionals and risk-averse retirees on how to plan a successful and secure retirement portfolio.
Prior to joining WealthVest, Leslie was the Great Lakes Regional Vice President for ICON, an investment advisory firm. Leslie joined ICON in 2015 as an Internal Sales Associate and has been in the financial services industry since 2010. Leslie began her career as an internal wholesaler with Jackson National Life, working cross-channel and presiding over a variety of regions.
“WealthVest is very excited to have Leslie join the team. She brings a ton of experience, industry knowledge and value to her clients,” said Marc Rogers, National Sales Manager. “Leslie has an unbelievable work ethic and we are very excited to learn from her. All who work with Leslie will find success in implementing her marketing strategies!”
Leslie received a bachelor’s degree in philosophy from Loyola University Chicago, graduating Magna Cum Laude. She holds FINRA 6, 7, and 63 registrations.
Outside the office, Leslie enjoys spending time with her daughter, reading, and kick boxing.
WealthVest is excited to add Leslie to the team of over 80 wholesalers and WealthVest looks forward to the value she will bring to the organization and the advisors she supports.
WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products 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, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value – offering principal protection and lifetime guaranteed income.
WealthVest’s Video Library: https://wealthvest.com/video-library/.
WealthVest’s White Paper Library: https://wealthvest.com/white-papers/.