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Association for Wholesaling Diversity News
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Financial Services Diversity Organization hosts Career Fair & National Conference in Washington, DC
 

June 13, 2022·2 min read

PR Newswire

WASHINGTON, June 13, 2022

WASHINGTON, June 13, 2022 /PRNewswire/ -- The Association for Wholesaling Diversity (AWD) is a US based 501(c)(3) non-profit organization centered on black wholesalers in the financial services industry. After a two-year COVID hiatus, AWD will host its 6th National Assembly & Conference this year from June 16th to June 19th at The Westin Washington National Harbor.

AWD's "DMV Area Career Expo & Job Fair" features 11 Fortune 500 financial services firms hiring for roles in every department and hiring for locations worldwide and remote. The Career Fair is being held Saturday morning June 18th from 9:00 AM to Noon EST. All students, career changers, and job seekers from the Baltimore, DC, Maryland, and Virginia areas are encouraged to attend. Attendees may register online at: https://www.diversityinwholesaling.com/event-details/awd-national-career-expo

Founded in 2016, AWD consists of black wholesalers representing all companies, channels, regions, and products in the financial services industry. AWD's mission is: 1) strengthen and grow the community of black wholesalers we have built, 2) aid in the ongoing professional development of all black wholesalers, 3) continue leveraging and scaling up our combined networks to facilitate career advancement for all black wholesalers, and 4) recruit, train, and welcome black students, job seekers, and career changers into our thriving black wholesaler community.

"The difference between a moment and a movement is sacrifice. AWD embodies the collective sacrifice of hundreds of black wholesalers helping each other get better and advance. AWD also helps black college students embark on, then thrive in, this lucrative and fulfilling career called financial services wholesaling." –Ron Williams, ChFC, AWD Academic Outreach Committee Chairman

"Financial services wholesaling, like many financial services careers, is woefully underrepresented by black people, especially black women. AWD is squarely focused on the outcome we seek: black representation in financial services wholesaling that reflects, at minimum, the demographics of the United States at large." –Marlōn Hall, CFS, AWD Founder

About The Association for Wholesaling Diversity

The Association for Wholesaling Diversity is the world's first and only advocacy group for African American financial services wholesalers. Founded in January 2016, AWD today boasts over 600 members and is focused on building and strengthening the black wholesaling community, continuous improvement of their wholesaling craft through workshops and mentorship, ongoing career advancement of their members, and recruiting black talent into the wholesaling career path. Visit: diversityinwholesaling.org

 

As it appeared in Yahoo Finance:

https://finance.yahoo.com/news/financial-services-diversity-organization-hosts-131500378.html

TV Reporter
Suits on Hangers

Accolades

Joseph Edmonds
T. Rowe Price

Eric Seale
T. Rowe Price

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Armand Leaks
T. Rowe Price

Rickie Taylor
Retirement Plan Consultants

A. Bass.jpg

Antonio Bass, CFA

Capital Group

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Jeremy Miller, CFA

Capital Group

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Lam Guluka

Russell Investments

Congratulations to the AWD Members above for earning recognition as members of the AAAA 2021 Fifty Under 50!

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Marlōn Hall
Association for Wholesaling Diversity
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David Fields
Financial Marketing Group, Inc.

Barrett Wragg, CFP
T. Rowe Price

Rickie Taylor
Retirement Plan Consultants

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Armand Leaks
T. Rowe Price

Congratulations to the AWD Members shown above for earning recognition in
AAAA 2020 Fifty Under 50.

The Association for Wholesaling Diversity celebrates its members who have been #FinancialServices industry #ThoughtLeaders MAKING #BlackHistory for many, many years.

2021
Wholesaler of the Year Award Winners

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Michael Jordan

EW of the Year

Brighthouse

Annuities 

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Ron WIlliams

EW of the Year

Securian Financial

Annuities

(2nd Year in a Row) 

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Lawrence Cooper

IW of the Year

Equitable

DCIO 

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Gordon Henderson

EW of the Year

Equitable

Inv Management

(4th Year in a Row) 

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Charles Baker III

EW of the Year

New York Life

Annuities 

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Sizwe Kamara

EW of the Year

Morgan Stanley Investment Management

Inv Management 

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Rickie Taylor

#1 in Sales

Retirement Plan Consultants

DCIO

Launched!
The AWD Resume Database has launched!

Considering financial services wholesaling as a career?  Post your resume on the AWD Resume Database.  The Association for Wholesaling Diversity focuses squarely on helping financial services firms in the wholesale distribution arena find the best diverse talent on the street.  AWD is a 501c3 nonprofit and does not charge for its services.  Students, wholesalers, professionals considering a move into financial services wholesaling...post your resume today!  #DiversityInWholesaling  #ResumeSearch #Resume #FinancialServices  #Wholesaling  #JobSeekers  #Jobs #AssociationForWholesalingDiversity  #ZeroBlackUnemployment

Resume Upload

diversityinwholesaling.org

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Pacific Life Recognizes Wholesalers for Contributions to the Industry


15 July 2022·3-min read

Sponsorship of the Association for Wholesaling Diversity Furthers Efforts to Increase Diversity, Equity, and Inclusion in Financial Services

NEWPORT BEACH, Calif., July 15, 2022--(BUSINESS WIRE)--Pacific Life is a platinum corporate sponsor of the Association for Wholesaling Diversity (AWD) and continues to invest in efforts that increase diversity, equity, and inclusion in the financial industry. Sponsoring AWD is especially important for Pacific Life as it employs a large wholesaling team, and AWD is dedicated to the ongoing success, support, and development of Black financial services wholesaling professionals and partners with firms that recognize the need to improve diversity, equity, and inclusion within their organizations.

Recently, AWD recognized two of Pacific Life’s wholesalers for their contributions to the industry. Orian Williams, JD, LLM, CFP®, and senior advisory consultant, received the prestigious honor of Rising Star External Wholesaler Award at the 6th Annual Conference in Washington, D.C., in June. Mr. Williams stated, "I was happy to be in the room with so many great salespeople, but I never expected to be honored with this award. It means so much to me that my peers and people I view as trailblazers recognize the work I do."

Terrell Golden, AAMS® and senior field wholesaler, was honored with the AWD Ron Williams Development & Mentorship Icon Award for remarkable efforts helping young wholesalers reach the next level. "It has been and continues to be a pleasure to help those who have the desire to take their careers to the next level," said Mr. Golden. "I’m so honored to be recognized by an organization that I have such respect for."

In addition to Mr. Williams’ and Mr. Golden’s achievements, AWD previously honored Pacific Life wholesaler Julian Curry by adding his name to an annual award, the AWD Julian Curry Sales Icon Award. "Our work helping to develop the next generation of Black wholesalers has been incredibly fulfilling over the last six years," said Mr. Curry.

"AWD made excellent choices in honoring Orian and Terrell, and previously Julian. They're all credentialed and highly skilled, and have made significant impacts in their roles at Pacific Life. We’re fortunate to have them on our sales team," said Kevin Kennedy, senior vice president and chief marketing officer at Pacific Life. "Through our partnership with AWD, we’re able to tap into a diverse group of skilled candidates and support our current Black wholesalers. Diversity, equity, and inclusion continue to be a primary focus for us. The sponsorship has been a wonderful opportunity as we believe employing a wholesaling force with broad mindsets and backgrounds improves our ability to connect with our customers."

About Pacific Life

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial-strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list.

2022 World’s Most Ethical Companies® is based on the Ethisphere Institute’s Ethics Quotient®. "World’s Most Ethical Companies" and "Ethisphere" names and marks are registered trademarks of Ethisphere LLC.

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View source version on businesswire.com: https://www.businesswire.com/news/home/20220715005308/en/

Contacts

Jesse Page
(949) 219-4575
Jesse.Page@PacificLife.com

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Founder Speaks

AWD Founder Marlōn Hall speaks on 

the Lorain County Urban League's September 2021 D&I Conference Panel on

Financial Wellness in the Black Community.

1:16:48 - 1:27:11 - 1:45:20 - 2:00:15 - 2:02:37 - 2:25:16 - 2:30:40 - 2:36:26 - 2:41:02

AWD Founder Speaks at Conference

AWD Founder Marlōn Hall speaks on 

the AAAA 2021 V.I.S.I.O.N. Conference Panel on Financial Wellness in the Black Community.

9:30 - 20:56 - 32:11 - 37:05 - 48:58 - 54:03 - 57:26

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Hall Earns Red Coat

Congratulations

AWD Founder Marlōn Hall

on raising $1,000,000,000 in annuity sales

as an external wholesaler! Marlon's territory includes Central and Northern Indiana, Chicago, and formerly, North Eastern Ohio. The territory is Bank Channel and recently added State Farm Insurance. Marlon credits his success to his service 

focus. 

The video, left, was created for the Jackson awards event that honored him. 

Authors & Excellence


Michael Jordan, CFP®, CIMA® • Mojo Momentum: Creating Motivation for Work, Life & Your Future in a World of Obstacles (https://lnkd.in/ek-2acCr)

Kimberley A. Brown, MBA • College Planning Made Simple: 5 Steps to a Debt Free Degree (https://lnkd.in/eR73nz-t)

Marlōn Hall, CFS® • Speak on Purpose: Deliver Your Message Precisely & Effectively, A Primer on Sales Communication (https://lnkd.in/eKQp-RNa)

Podcasters: Chad Wickliffe • I Woke Up This Morning and I Am Still Black! (https://lnkd.in/eAYrff-r) Michael Jordan, CFP®, CIMA®

The Whole Grown Up (https://lnkd.in/e_hjn-Qt) Simon Ofosu-Somuah • The Tuesday Borns’ Thoughts (https://lnkd.in/e5d48CSg)

Wholesalers of the Year: Andre Dowtin, Gordon Henderson, CRPC®, Ronald Williams, ChFC®, Jonathan Thomas, ChFC®, CLTC, Ira Cox, Michael Jordan, CFP®, CIMA®, Sizwe K., Rickie Taylor, Charles T. Baker III, Lawrence Cooper, CRPC®

Association of African-American Financial Advisors Fifty Under 50: Antonio Bass, CFA, Jeremy A. Miller, CFA, Lam Guluka, Rickie Taylor, Barrett D. Wragg, CFP®, Armand Leaks, Marlōn Hall, CFS®

Bylined White Paper, Article: Orian Williams, JD, LL.M, CFP® • The Many Uses of Advisory Annuities for Fiduciary Financial Professionals (https://lnkd.in/efd23Bnn)

Marlōn Hall, CFS® • How To Ensure You’re Ignored By Clients (https://lnkd.in/eVbDXS8)

Multiple Wholesaling Awards: Monique' West, MBA, Keon Scott, Detrionne Davis, Simon Ofosu-Somuah, Ronald Williams, ChFC®, Marlōn Hall, CFS®, Ira Cox, Candice Darien, MSM, CLTC

Thank you #AssociationForWholesalingDiversity Members for #LeadingTheWay, consistently demonstrating #excellence, and #GivingBack to the #NextGeneration of black wholesalers by #volunteering your time and #expertise. See you all in DC (June 16 through June 19, 2022)!!! #DiversityInWholesaling • #ZeroBlackUnemployment • #MakingBlackHistory • #BlackExcellence • #Leadership • #AwardWinners
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