Winslow joins CUNA Mutual Group as a senior manager overseeing virtual and wholesaling teams and strategic sales planning
MADISON, Wis. – CUNA Mutual Group, a leading insurance and financial services company, announced today that it has hired Julie Winslow as a Senior Manager, Head of Internal Sales for its Annuity National Sales division. Winslow joined the company this past March.
In this role, Winslow will be responsible for a variety of initiatives to drive growth in annuities sales nationwide, overseeing both the organization’s virtual business development sales desk and its internal wholesaling team. Winslow will also work closely with executive leadership for strategic planning related to key business processes and technology support for all revenue producing products sold through annuity distribution.
Winslow has more than 15 years of experience in financial sales, including sales management, financial advisory, internal wholesaling, coaching and development. Her previous positions include roles at Charles Schwab, Transamerica, Key Bank and GCG Financial.
“I’m thrilled to join the team at CUNA Mutual Group and have the opportunity to advance the organization’s mission to provide financial stability for all,” said Winslow. “I’m passionate about helping consumers secure a comfortable retirement – and passionate about ensuring they have the right professionals and products on their side when it comes to financial planning.”
Martin Powell, Vice President, Head of Annuity Distribution added, “Julie is, without a doubt, the ideal person for this role. Her expertise, enthusiasm and deep understanding of people and technology will be invaluable in helping our internal sales teams be successful in both driving organizational growth and supporting our customers’ clients.”
Winslow is based in Tampa, FL. She has a bachelor of science in computer information systems from Metropolitan State College of Denver, as well as an MBA in finance from the University of Colorado Denver. She is also a registered FINRA broker and SEC investment adviser representative.
For more information about CUNA Mutual Group Annuities, visit cmannuities.com.
About CUNA Mutual Group
With roots in the financial institution space, CUNA Mutual Group offers innovative products that help take the risk out of retirement. Dedicated to understanding needs of advisors and the clients they serve, we work in new ways to reduce the complexity and fear of financial planning. Our annuities are designed to help meet accumulation, income and legacy planning needs, while providing stability, accessibility and a high level of support to help your clients achieve financial security. Learn more at cmannuities.com.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.