Andrew R. Ledbetter
Englewood
Summary
Dynamic small business consultant with a proven track record in strategic planning, financial analysis, and process optimization. Expertise in fostering team collaboration and driving results, while demonstrating adaptability to evolving business needs. Proficient in client relationship management, market research, and business development, ensuring a comprehensive approach to growth. Committed to delivering value and reliability, ready to contribute significantly to organizational success.
Overview
9
9
years of professional experience
Work History
Small Business Consultant
Englewood Benefits Group
01.2009 - 12.2015
- Investment Advisor
- Help provide our clients "peace of mind" that their home, families, and business will be protected from challenges due to financial hardship, medical illness, catastrophic accident, or disability.
- Recruited and retained (30) new clients with an average $150,000 assets under management.
- Achieved 101% of sales goals and increased company revenue by 22% in 2011.
- Consistently met daily, monthly, and annual sales quotas, appointments scheduled, and new clients recruited.
- Member of Denver Chamber of Commerce, 401k exchange, American Society of Pension Professionals& Actuaries (ASPPA) Series 6 and 65 securities licensed.
Senior Vice President
401K FLEX, LLC
01.2007 - 03.2009
- 401k and Retirement Products Wholesaler
- Sales leader for a startup investment 401(k) platform with party administration capabilities and record keeping services to (RIA) Registered Investment Advisors across the U.S.A.
- Coordinated, organized, and presented over (25) group enrollment meetings for plan sponsors, employers, employees, and financial advisors with 401(k) solutions tailored for long term financial success.
- Managed a rigorous travel schedule, coordinated daily business appointments, and offered 24/7 communication access.
- Developed new client relationships with 45 financial advisors and brought in $10,000,000.00 of new revenue in 2008.
- Led cross-functional teams to develop and implement strategic initiatives, enhancing organizational performance.
- Fostered relationships with key stakeholders to support business growth and market expansion initiatives.
Wholesaler
Jackson National and Curian Capital
08.2006 - 04.2008
- Internal Wholesaler - Variable Annuities, Mutual Funds, and Separate Managed Accounts (SMA)
- Recruited and maintained over 500 investment advisor business relationships in CA. and NV.
- Achieved sales quotas in Variable Annuity & Mutual funds during 2007 at 122% of goal.
- Increased year over year growth by 36% in CA and NV territory. Ranked #1 wholesaler in the firm's Western Territory.
- Managed all territory marketing, advisor contacts, office visits and local sales events.
- Efficiently handled travel schedule within budget.
- Delivered 35 investment advisor seminars, and coordinated high volume marketing distribution for assigned territory.
- Hosted (28) web product presentations for investment advisors and broker dealers.
- Established strong business relationships and connected daily with affiliated Investment Advisors.
- Analyzed market trends to identify opportunities for new investment products, driving sales strategies.
Education
B. A. Degree - Liberal Arts; History and English
Colorado State University
01.1996
Skills
- Customer relationships
- Relationship building
- Operations management
- Staff management
- Client counseling
Community Service
Colorado State University Alumni, Executive Board Member, Denver, 2011, 2012
Timeline
Small Business Consultant
Englewood Benefits Group
01.2009 - 12.2015
Senior Vice President
401K FLEX, LLC
01.2007 - 03.2009
Wholesaler
Jackson National and Curian Capital
08.2006 - 04.2008
B. A. Degree - Liberal Arts; History and English
Colorado State University