Todd Blevins

Background

About Todd Blevins

My goal is to provide solutions to customers (internal or external) in a friendly, caring and professional white glove manner while providing smooth, efficient and seamless service. With years of experience in financial and insurance services, customer service, retirement counseling, consultative sales for retirement products, and insurance sales, I excel in roles where I am presented with responsibilities that are challenging and relationship oriented. I am proficient at developing and maintaining relationships, coaching and training others, a team player focused on achievement, an analytical and organized thinker who is willing to learn, is coachable, and works well under pressure. Consulted with financial advisors (Private Wealth-Wires, IBDs, RIAs) on various financial products (municipals, private real estate, private capital, farmland, taxable fixed income) to increase investment in key products. Delivered unparalleled customer service and support to 2,824 advisors by being accessible, knowledgeable, flexible, and dependable. Conducted daily outreach to financial advisors regarding product education and opportunities. Continuously researched and studied financial advisor teams, their business models, and goals. Prospected for new financial advisors and RIAs weekly. Worked in a team environment emphasizing communication, organization, and documentation to drive success. Developed annual business plan to identify goals, responsibilities, and targets for the next year. Sales team ranked in the top ten team for sales, top five for private real estate sales, and recognized for outstanding teamwork. See important disclosures: https://bit.ly/3IQ8Dar