Brett Meyer, CRPC®

Brett Meyer, CRPC®

V.P. Regional Sales Director

Location
Greater Denver Area
Industry
Financial Services

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Brett Meyer, CRPC®'s Overview

Current
Past
  • Regional Sales Consulant at Prudential Financial
  • Regional Sales Consulant at Allstate
  • Client Data Associate at Efficient Marketing Services
Education
Connections

500+ connections

Brett Meyer, CRPC®'s Summary

Brett Meyer, CRPC®
brett.meyer377@gmail.com
847.840.1304

Professional Profile:

•Energetic and dedicated self motivated individual with consistent history of sales success
•Public speaking experience with an ability to educate, motivate and persuade
•Built solid relationships based on knowledge and trust with regional directors, managers, partner firms, and financial advisors
•In depth knowledge of financial landscape, retirement planning, income planning, asset allocation, annuity products and the financial industry
•Experience in communicating with variety of individuals from diverse backgrounds
•Ability to be productive and efficient in fast paced high pressure environment
•CRPC® designation, Series 26,6,63 Life and Health Licenses

Brett Meyer, CRPC®'s Experience

V.P. Regional Annuity Sales Director-Annuity Planning Specialist

Morgan Stanley Smith Barney

Public Company; 10,001+ employees; MS; Financial Services industry

April 2007Present (7 years 6 months) greater chicago area

Regional Sales Consulant

Prudential Financial

Public Company; 10,001+ employees; PRU; Financial Services industry

March 2006April 2007 (1 year 2 months) greater chicago area

Regional Sales Consulant

Allstate

Public Company; 10,001+ employees; ALL; Insurance industry

March 2002March 2006 (4 years 1 month) greater chicago area

Client Data Associate

Efficient Marketing Services

February 2001February 2002 (1 year 1 month) deerfield, il

Brett Meyer, CRPC®'s Skills & Expertise

  1. Retirement Planning
  2. Retirement Income Strategies
  3. Asset Management
  4. Wealth Transfer Planning
  5. Building Relationships
  6. Investment Strategies
  7. Prospecting
  8. Sales Presentations
  9. Client Communications
  10. Annuities
  11. Mutual Funds
  12. Insurance
  13. Educational Seminars
  14. CRPC
  15. Series 26
  16. Series 6
  17. Series 63
  18. Life Insurance
  19. Health Insurance
  20. Marketing Communications
  21. Training & Development

View All (21) Skills View Fewer Skills

Brett Meyer, CRPC®'s Education

Illinois State University

Bachleor

19962000

Brett Meyer, CRPC®'s Additional Information

Interests:

retirement planning, financial markets, annuties, sports, volunteer work, scuba diving, reading, movies

Groups and Associations:
Honors and Awards:

Sales Performance Recognition/History

•2nd out of 10 sales directors in sales in 2011 at Morgan Stanley Smith Barney(states covered IN, MI, OH, KY, WV, PA, NY)
•2nd out of 10 sales directors in sales for 2010 at Morgan Stanley Smith Barney(states covered IN, MI, OH, KY, WV, PA, NY)
•3rd out of 12 sales directors in sales for 2009 at Morgan Stanley Smith Barney (states covered IL,IN, WI, MN, ND, SD, MS, NE, IA, KS, MD, DC, VA, NJ, PA)
•2nd out of 6 sales directors 2008 at Smith Barney (states covered IL,IN, WI, MN, ND, SD, MS, NE, IA, KS, MD, DC, VA, NJ, PA)
•1st out of 3 regional directors in annuity sales 2007 at Smith Barney (states covered IL, IN, WI)
•3rd out of 30 regions in the nation in 2006 total annuity sales with Prudential/Allstate (States covered IL)
•5th out of 30 regions in the nation in 2005 total annuity sales Allstate (States covered IL)
•2004 of Winner of the Amazing Wholesaler Race and winner of March Madness Sales contest in 2005 with Allstate

Contact Brett for:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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