We are Expanding - VP Key Accounts Needed

VP, Independent Distribution Development Table Bay Financial. Los Angeles CA


This position is responsible for the acquisition, maintenance, growth and increased profitability of existing accounts, the creation of new opportunities within distribution to expand product suite and overall Table Bay relationships as well as ensuring the consistent alignment of Table Bay’s strategy and customer goals.

Key responsibilities:

• Meet/exceed sales revenue plans, expand Table Bay product offerings and grow market share for each strategic account by creating and implementing a strategy/business plan

• Direct strategic, customer specific initiatives, which deliver “value added” services through the execution of financial institutions/Broker Dealer/Affinity specific business plans

• Establish, define and develop strong relationships with key influencers and senior management of key focus firms

• Manage the holistic customer relationship to ensure that goals and activities within the functional areas of Table Bay are aligned to deliver on key customer expectations

• Create and deliver key messages to customers via one-on-one, large groups and/or key-note speaking situations to create competitive advantage ad ensure involvement at customer events

• Responsible for segmenting the firms to determine best opportunities

• Work interdependently with senior sales leadership and wholesaling teams to drive targeted production and mix goals, activity and to increase shelf space at focus firms

• Responsible for the seamless and successful integration of product and technology solutions with focus firms

• Negotiate agreements

• Manage a team of Relationship Managers and Internal Relationship Managers

• Responsible for ensuring communication and coordination across Retirement and Protection Account Management function

• Over 50% of travel required

BASIC QUALIFICATIONS

• Proven execution and sales leadership experience in the financial services industry

• BA/BS or equivalent

• Strong account management/relationship experience; ability to work collaboratively with firms/clients to build strategic and tactical plans

• Ability to interact professionally and effectively in a team environment; strong influencing skills

• Previous leadership experience


PREFERRED QUALIFICATIONS

• Hands-on experience working in financial institutions, BD and affinity channels culture

• High level of persistency and initiative

• Commercial savvy with excellent executive presence

• Excellent communicator at all levels. Ability to educate, interface, influence and make presentations to internal and external executive level management

• Strong experience with business planning processes



Email resume to Corporate Recruiter- mblackmon@tablebayfinancial.com







Barry L. Bulakites

Chief Sales and Marketing Officer



Table Bay Financial Network, Inc.

21820 Burbank Blvd., Suite 330

Woodland Hills, CA 91367

Phone: 818.615.0899 ext. 305

Fax: 818.615.0874

www.TableBayFinancial.com







To ensure compliance with requirements imposed by the IRS, we inform you that, unless specifically indicated otherwise, any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any tax-related matter addressed herein.

Pats V Jets

Wow - what can you say - Ouch!

Pats V Jets

Monday night the game of the season will be played. Final score Pats 30 Jets 27

GO PATS

IRA Rollovers

Today, the largest IRA rollovers in history are up for
grabs IMMEDIATELY! This is the best time to get your share
of this business by making yourself invaluable to consumers
who are URGENTLY searching for safety and security for
their retirement savings.

A number of advisors are now selling $200,000 - 400,000
IRA Rollovers using our new 3-Step Client Attraction System.

According to LIMRA 75% of Americans with IRA's are not aware
of the Roth opportunity.

This is your door opener to explain the new law.

Can you give me three good reasons why you
are not going after those $200,000 - $400,000 401 (k) and
IRA Rollovers in your area.

I didn't think so....

Had two phone calls last week from advisors and one in New
Jersey rolled a $650,000 IRA to a Roth and his commissions
were over $42,000. I told him that should pay for a bunch
of IRA holder lists and postcards for his area.

Another member from Florida rolled $250,000 in November
from a list of affluent widows and using part of our client
attraction system. Check it out...

RBC - Wierd Times

RBC held an investor day on October 27th, 2010 in Canada. I’ve attached the CEO’s, Gord Nixon, presentation and those slides of his senior management.

The executive team made no mention in their prepared remarks regarding the sale of Liberty Life, or any long-term impacts through the reinsurance treaties with either Athene Life Re, Protective Life, or any longer term elements of the Apollo Global Management financed purchase of Liberty Life.

There is no formal mention of their U.S. business plan, the index annuity market, annuities in general, or the retirement savings business in the U.S.

Go Pats!

VOTE!!!!

Vote - Tuesday!