Mj Schiff
Regional Vice President at WealthVest | Bozeman, Montana, United States
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As the Sales Desk Manager at WealthVest, Mj Schiff plays a pivotal role in driving sales performance and enhancing client relationships within the financial services sector. With a strong focus on fixed annuities and a comprehensive understanding of various investment vehicles, including mutual funds and securities (Series 6, 7, and 63), Mj is well-equipped to address the diverse needs of clients seeking financial security and growth.
In this dynamic role, Mj is responsible for recruiting, hiring, and training new internal sales employees, ensuring that the team is not only well-versed in the latest industry trends but also aligned with the company's strategic goals. By maintaining ongoing training for current employees, Mj fosters a culture of continuous improvement and professional development, which is essential in a rapidly evolving market.
Key projects under Mj's leadership include the implementation of performance metrics based on key performance indicators (KPIs), which help streamline operations and enhance productivity among the sales team. By coordinating closely with the National Sales Manager, MassMutual Relationship Manager, Sales Operations Manager, and Marketing Content Manager, Mj ensures that vital information is effectively disseminated, empowering the sales team to better serve clients who may have money on the sidelines, are risk-averse, or are seeking lifetime income solutions with principal protection.
Mj's expertise not only enhances the internal sales process but also positions WealthVest as a trusted partner for financial advisors and their clients. By focusing on tailored solutions that address specific client concerns, Mj is instrumental in driving growth and fostering long-term relationships in the financial advisory landscape. For those looking to explore opportunities for collaboration or to discuss client needs, Mj can be reached at [email protected] or 406-922-6257.
Regional Vice President at WealthVest in March 2025 to Present
Sales Desk Manager at WealthVest in January 2020 to March 2025
Regional Manager at WealthVest in August 2016 to January 2020
Regional Marketing Director at The Hartford / PLANCO in July 2002 to March 2013
Marketing Representative at Federated Investors in June 1995 to February 2002
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Fixed Annuities
Series 6
Mutual Funds
Series 7
Series 63
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Discover more about WealthVestWhat is Mj Schiff email address?
Email Mj Schiff at [email protected] and [email protected]. This email is the most updated Mj Schiff email found in 2026.
What is Mj Schiff phone number?
Mj Schiff phone number is +14069226257.
How to contact Mj Schiff?
To contact Mj Schiff send an email to [email protected] or [email protected]. If you want to call Mj Schiff try calling on +14069226257.
What company does Mj Schiff work for?
Mj Schiff works for WealthVest
What is Mj Schiff's role at WealthVest?
Mj Schiff is Regional Vice President
What industry does Mj Schiff work in?
Mj Schiff works in the Financial Services industry.
Mj Schiff Email Addresses
Mj Schiff Phone Numbers
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