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Tell us about your career path and how you got to where you are today.

I am a Senior Wholesaler selling ����Ӱҵ Annuities & Mutual Funds in Houston, East Texas, and parts of Southwest Louisiana.��I graduated in 2017 from Kansas State and was recruited to come to ����Ӱҵ as a Sales Associate. Since then, I was promoted to Internal Wholesaler and today I am a Senior Wholesaler.

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Tell us about your job responsibilities and what a typical day looks like for you.

I work alongside financial institutions and professionals to design plans for their clients (the general public) to help them reach their financial goals and objectives. Field wholesaling is a sales role, but it’s really more of a consultative role. I sit down with advisors to discuss ����Ӱҵ products and strategies they can use with their clients at mass production but also on an individual client basis. I am supported by a great team: an Internal Wholesaler, Sales Associate, and Administrative Assistant.
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What helped you grow your career from Sales Associate to Senior Wholesaler in five years?

What really helped me grow was asking people who had been in my position: “What did you do? How did you do it? What would you have done differently? How can I better myself?” I learned a lot from Internal Wholesalers when I was a Sales Associate. I networked and watched and learned exactly what they did. At about the six-month mark, I became an Internal Wholesaler.

I also went through the Sales Academy, which is a training program that you interview to get into as an Internal Wholesaler. The Sales Academy teaches you how to run a territory as if you were a Field Wholesaler and what it entails from Day 1 to Day 90. After I completed the program, I interviewed and became a Hybrid Wholesaler in Georgia. A Hybrid Wholesaler manages a smaller territory.

I was the first Hybrid Wholesaler to move to my prospective territory rather than flying out of Omaha to my territory for meetings. I was meeting with folks in person every day, running my territory as a traditional wholesaler would. When a job in Houston became available, I interviewed and was promoted. I moved to Houston in August of last year.

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What is your best career advice?

• First, be honest with yourself about what you truly want in life. Then, be patient. If you know what you want, it’s a lot easier to wait for the opportunity that aligns with your goals.
• Never be afraid to ask a silly question or to ask someone to repeat what they said.
• Network and learn how to be successful from people in the roles you want to be in.
• Make your intentions known. Share your career aspirations with your managers.

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What do you enjoy doing when you’re not working?

I’m from Kansas originally and I grew up rodeoing. I rodeoed all my life and had a full-ride scholarship to Kansas State for the rodeo team and then was a professional for a while. I always knew I wanted to live in Texas, for personal reasons, because that’s where the competitions are held. I made that known on Day 1 at ����Ӱҵ, and here I am working in Texas!

I make my health a very large part of my life. Every single day when I wake up, I say a prayer and remind myself what I’m thankful for. I try to work out six days a week (I love Pilates and barre) and I eat well. I also make it a priority to focus on the things outside of work that I love, like setting aside time on the weekends for my horses and my friends. It’s all about making sure every aspect of your life is nurtured.