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Online Resumes with "Financial Advisor Life Insurance"
Senior Insurance Sales Representative
I'm a Financial professional who has 10 yrs experience in assisting Financial Advisors with Life Insurance Planning and other related Planning Strategies to their HNW Clients. Expertise in Estate Planning, Business Continuation and other Wealth Planning Strategies.
Tags for this Online Resume: Insurance, Wholesaler, Planning, Wealth Management, Estate Planning , Wealth Transfer
Financial Advisor
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
Not Listed - 15 Years of Experience - Near 27703
Sales & Marketing Consultant with an MBA, a BS in a scientific discipline and junior project management expertise in analytical tools usage looking for contract or remote position. Remote worker 5 years retail sales Outside and Inside sales Verbal and Listening Skills Strong MS Office Skills MS Sharepoint Business Plan Development Myers Briggs (MBTI): INTJ Master of Business Administration 3 years marketing 7 years financi...
Ideal Companies: Fidelity, Biomerieux, Blue Cross Blue Shield of NC
Tags for this Online Resume: Management, Program Management, Research, Business Analysis, Business Analyst, Sales, KYC, Life Insurance, Marketing Management, Aml (Macro Lang)
