Edward Mattison

Background

About Edward Mattison

Proven expertise in life insurance and non-qualified annuity sales with background enabling business development and sales productivity by consulting advisors on territory expansion and book of business growth. Practiced in building illustrations and educational presentations maximizing product knowledge and optimizing onboarding of third-party advisors and customers. Builds relationships with key stakeholders and high-net worth customers to drive retention and revenue. Hunter and closer with award-winning talents recognized in high-volume environments.EDUCATION / CERTIFICATIONSBachelor of Business AdministrationNAPA Non-Qualified Planned Advisor (NQPA)FINRA Series 6 & Series 63 LicensedLong-Term Care LicensedLife, Health, Long-Term Care Insurance & Variable Annuities LicensedHIGHLIGHTS•Onboarded and appointed third-party advisors through direct appointment. Probe Advisor needs during onboarding to identify sales opportunities. Train Advisors on running illustrations and the e-Application process. Exceeded corporate goal by 19% as part of 5-person team onboarding over 130 advisors per quarter.•Facilitated case management process enabling licensing requirements, validating producer number/anti money laundering certification, verifying contact information, and routing critical documentation to our licensing team and case managers.•Handled 40 calls daily in fast-paced, high-volume environment consulting clients on ERISA sponsored plans, 403B and 401K's IRA enrollments, and Roth/Traditional IRAs. Consulted participants on 402 (g) limits, asset allocation guidance. •Excelled in all Key Performance Indicators (KPIs) garnering 4.08 out of 5 on sales referrals and call quality ratings.•Managed portfolio of 30 advisors and championed business development strategy driving book of business growth across South Florida territory.•Propelled case management process supporting high-net worth clients/key influences generating over $7M in life premiums achieving 80% to plan with $6.5M in non-qualified annuity premiums at 75% to annual goal.•Top 2 producers of 10. Achieved 125% of ATA goal submitting 2nd highest life applications and cases; 1 of only 2 to achieve 100% of life policies plan, earning recognition with Top Generator Award and Top Referrer accolades