Winston Howard

At TruStage, I exceed annuity sales goals by helping financial advisors uncover opportunities and grow revenue. In 2025, I achieved 119% of goal across the WI/IA and PA/DE territories, becoming the first Internal Wholesaler to exceed goal across both.

I use consultative conversations, virtual meetings, client seminars, and Salesforce to strengthen advisor partnerships and prioritize outreach. I also create team resources and help train and upskill colleagues.

Previously, as a National Sales Associate at TruStage, I earned my Securities Industry Essentials, Series 6, Series 63, and Life and Health licenses within three months. I supported advisor relationships, new-business requests, call campaigns, and face-to-face meeting scheduling across multiple territories.

My sales foundation includes exceeding monthly quota at CloudKitchens, where I achieved 123% of goal for qualified leads and closed sales. I bring relationship-building, prospect research, product knowledge, and disciplined time management to financial-services sales opportunities.