Menu
Mike Gillespie is a 35-year veteran of the Financial Services Industry. His career and unique perspective in working with virtually all distribution channels has given him valuable insight into working with advisors and clients. His teams partnered together to provide tens of thousands of individuals and families financial security with their ability to live richer and fuller lives with confidence and financial resolve. His vision, creativity and attention to clients needs are hallmarks of his management style. He worked with countless home offices in the industry developing relationships in all channels throughout the country. His winning formula for success is substatiated with his overachieving results.
From starting as a salesperson at Burroughs Corp. in Hunt Valley, Maryland after graduating from Towson University in 1982 to leading the #1 sales team at Prudential Annuities Mike has had a long history at driving sales results. Having spent 3 years as a top 1% publishing rep at Xerox Corp and spending 15 weeks in Leesburg,Virginia at the world famous Xerox Corporate Training Facility learning the SPIN sales process has been a huge factor in understanding clients and the importance of questioning and listening in delivering client solutions.
Results In The Financial Industry
As one of the youngest stockbrokers at the prestigious Legg Mason, starting in the spring of 1987 with his first day as registered series 7 adviser, market volatility and client behavior was a constant and challenging dynamic to mold the business and thought process from the front line as an Adviser.
Starting as a financial product Wholesaler in 1990 for PLANCO in the DC, Maryland and Virginia territories, Mike rose quickly to a Top 3 status and was promoted to Divisional Manager for all states West of the Rockies in 1993. With a team of 5 salespeople and sales of $150 million, Mike steadily grew the Annuity and Mutual Fund sales force to 31 wholesalers and over $3 Billion in sales. In 2006 Mike was tapped to run the largest channel and moved back to Hunt Valley, Maryland. The team flourished and continued with record sales.
In 2007 Mike was recruited to be National Sales Manager for Prudential Annuities in Shelton, Connecticut, starting with a team of 8 wholesalers and responsible for $350 million in sales. The team grew to 30 wholesalers and sales exceeded $3 Billion to become the #1 sales team in Financial Institutions in the Industry. In 2012 Mike was tapped to help lead the integration of Edward Jones into the Agency Channel (Prudential/Allstate). The Edward Jones product launch was the biggest most successful launch in their history with over $1 Billion in sales. In his last year with Prudential, he led the #1 sales team in sales results placing all but 1 in the top 10 out of well over 100 Wholesalers.
Areas of Focus For Speaking
As a published author his simple strategies have led to top tier results with an easygoing creative and most importantly FUN approach to delivering top notch Solutions!
More About Mike
Mike founded SalesMax,LLC on October 1, 2017. The concept was simple – take 30 plus years of investment experience as an investor, adviser, wholesaler, Divisional and National Sales Manager and promote the lessons learned to individuals and/or companies interested in maximizing their results. By working at some of the top Financial Services Firms in the industry and dealing with all facets and channels of the Industry, he provides a unique insight and ability to leverage all of the resources available to maximize success. A graduate of Towson University with dual undergraduate degrees in Business and Communications. He graduated from the University of Baltimore with an MBA in Finance. He taught Undergraduate Finance at Towson and is still very involved in alumni organizations. He has been married to his beautiful wife Margie for 30 years and has 4 children (Mollie, Mike, Matt, and Mary.)
