Kyle Rodgers
About Kyle Rodgers
Kyle Rodgers is an Internal Wholesaler with over a decade of experience at Transamerica, where he guides clients toward optimal returns by analyzing industry trends. He previously worked at Merrill Lynch and Morgan Stanley, achieving notable sales success during the COVID-19 pandemic.
Work at Transamerica
Kyle Rodgers has been serving as an Internal Wholesaler at Transamerica since 2013. In this role, he acts as a subject matter expert, analyzing industry trends and competitive landscapes to assist clients in achieving optimal returns. His responsibilities include targeting clients with assets ranging from $30 million to $300 million through outbound sales calls in specific territories, such as eastern Tennessee, Alabama, the Florida panhandle, southeast Florida, and Puerto Rico. Additionally, he trains new internal wholesalers through one-on-one coaching and team meetings, promoting best practices within the team.
Previous Experience at Merrill Lynch
Prior to his current position, Kyle Rodgers worked at Merrill Lynch as a Client Associate from 2007 to 2009 in the Greater Chicago Area. During his tenure, he gained valuable experience in client relations and financial services, which laid the groundwork for his future roles in the industry.
Experience at Morgan Stanley
Kyle Rodgers served as a Financial Advisor at Morgan Stanley from 2009 to 2012, also in the Greater Chicago Area. In this capacity, he developed his skills in financial advising and client management, further enhancing his expertise in the financial services sector.
Education and Expertise
Kyle Rodgers studied at Michigan State University, where he earned a Bachelor of Science degree in Packaging. His educational background provides him with a unique perspective in the financial services industry, allowing him to analyze market trends effectively and guide clients toward informed investment decisions.
Achievements in Sales Performance
During the COVID-19 pandemic in 2020, Kyle Rodgers achieved a 20% higher sales quota compared to previous periods. He currently exceeds his annual sales goal by 115%, contributing significantly to his team's performance by delivering over $1 million in Upsell and Expansion Annual Recurring Revenue (ARR) in the first half of 2020.