Business Development


With the needs of those who seek highly talented financial product sales professionals in mind 29 years ago, I introduced the executive search services of PAS to the financial product distribution side of the financial services industry.

Our focus today meshes with your current or prospective needs, and is concentrated on the search and placement of:

  • Asset management (MF, SMA, ETF, etc.), life insurance/annuity, retirement plans and alternative investment product sales and distribution professionals
  • Nationwide covering all channels of distribution.
  • Regional Sales Managers (a/k/a Wholesalers)
  • Internal Wholesalers
  • Divisional Sales Managers
  • Senior Management such as National Sales Managers, Head of Distribution to President of distribution companies, including Relationship and Key Account Management positions.

With any searches you may have for such people, we can save you time and money by broadening your pool of qualified candidates who meet only your specific qualifications, or by narrowing that pool with only qualified candidates, to save you precious time (and time is money).

You will benefit from:

  • Our extensive industry knowledge and database created from decades of networking;
  • Our personal relationships with these people. Daily I am contacted by individuals seeking a new opportunity;
  • Our networking and know-how to find the perfect candidate for your position;
  • Only fully qualified candidates, which takes time and commitment, on our part as well as yours;
  • A Candidate Information Form (CIF) for each candidate that includes: (e.g. – licensing status, sales numbers*, rank among peers*, compensation*, etc.). Request a Sample in a reply to this email and I’ll send it to you.

    * (This information is critical to determine if a wholesaler is successful or not, and likelihood of their success with your firm)

With 29 year’s experience nationwide covering all products and distribution channels, our experience, hard work ethic, proprietary database and relationships will lead us to the right prospects, for your benefit.

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