Ethan Mottla
Minneapolis,MN
Overview
3
3
years of professional experience
Work History
Wealth Strategy Consultant
Parady Financial Group
04.2025 - Current
- Assist advisors in building individualized financial plans
- Conduct in office opening client meetings to see if they are a good fit for the firm
- Active outreach to get new clients
- Partner with advisors on outreach campaigns to generate new business
Senior Business Development Sales Consultant
Allianz Life
06.2024 - 03.2025
- Hunt to reactivate MIA advisors via phone, virtual and in person sales meetings
- Partner with external team to help bring in big opportunities
- Manage and build a large sales pipeline using Salesforce to efficiently attack the role
- 107 activations which turned into $50 million+ in new FIA business
- Attained 187% to plan
- Lead the entire team in dials in 2024 with over 10,000 and was invited to 2024 leaders lunch
Internal Consultant II
Allianz Life
12.2022 - 05.2024
- Manage sales pipeline using Salesforce and grow relationships with advisors to increase business
- Attained 147% to plan
- Collaborate and communicate with my external wholesalers and my senior rep
- Consult and educate financial advisors on Allianz FIA's that would best fit individual clients financial plans
- Work with different teams across Allianz to ensure my advisors business gets through the door and issues resolved
- Lead the entire team in dials in 2023 with over 10,000 and was invited to 2023 leaders lunch
- Assist RGO team in FMO IVA wholesaling and Roadshows
Internal Consultant I
Allianz Life
01.2022 - 11.2022
- Consult financial advisors on Allianz FIA's that would best fit their clients individual financial plan.
- Make proactive calls to uncover cases and drive premium.
- Attained 178% to plan
- Transition inbound calls into sales calls to drive premium
- Used Salesforce to update our CRM
- Invited to the 2022 leaders lunch to recognize teams top performer's
- Chosen by upper management to mentor new hires.
- Obtained SIE, Series 6, Series 63, and insurance licenses
- Partner with advisors on outreach campaigns to generate new business
Education
Bachelors - Business Management
Iowa State University
Ames, IASkills
- Financial Acumen
- Relationship management
- Communication
- CRM Software Proficiency
- Sales
- Adapaptability & Leanring Agility
Timeline
Wealth Strategy Consultant
Parady Financial Group
04.2025 - Current
Senior Business Development Sales Consultant
Allianz Life
06.2024 - 03.2025
Internal Consultant II
Allianz Life
12.2022 - 05.2024
Internal Consultant I
Allianz Life
01.2022 - 11.2022
Bachelors - Business Management
Iowa State University