Midwood Financial Services, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Founded in 2000, Midwood financial services is the nations largest independently owned distributor of financial products and services to more than 250 banks in the United States. The company’s strength comes from its focus to continuously match it’s clients with the best product solutions and distribution strategies available in the financial industry.

Midwood’s achievements are driven by its independence from any one financial product manufacturer. This gives Midwood the freedom to review, analyze and evaluate the widest range of products and services – selecting only those that meet the most stringent criteria for consumer oriented features, benefits and costs.

Utilizing a national team of Regional Sales Directors, Midwood provides unsurpassed support to the sales and marketing efforts of licensed representatives within its client firms. Midwood designs and develops cutting-edge sales and marketing concepts in order to inspire compliant goal setting and achievement. A supporting team of internal Key Account Managers works in tandem with the RSD's to support sales and product administration. Unlike other firms, the Key Account Managers are dedicated to their specific accounts, eliminating confusion and increasing service effectiveness and quality. The National Sales Manager coordinates and directs the efforts of the RSD's and Key Account Managers to meet and exceed the sales targets and business goals of Midwood's partner firms.

In 2005, recognizing the increasing importance of training and education in today's complex regulatory and continuously evolving financial services environment, Midwood established a Training and Education Department. Headed by our Training Director, Midwood promulgates proprietary training modules and related materials specific to the needs of its client financial institutions and brokerage firms. The Marketing Department designs and develops original marketing concepts which are provided as needed to its clients. Working with partner product providers, Midwood seamlessly integrates all marketing layers to support educational and sales goals.

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