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Online Resumes with "Retirement Planning Solutions"
Retirement Planner 20+ years in both Corporate and Individual Market using investments and insurance products to provide solutions to Retirement Planning needs.
I want to make as much money as possible, while always acting in my client's best interest. I want to particpate in the education of America in saving for the future.
Ideal Companies: Bolton&Co, Marsh, LPL, NY Life, Morgan Stanley/Smith Barney, BNY Mellon
Tags for this Online Resume: Manager, MSOffice, Sales Professional, Presenter, Retirement Planner, Accredited Investment Fiduciary, Life Health and Annuity Licensed, FINRA Series 6 an 63, Employee Benfit Plans, 401(k) Plan sales and marketing
Vice President, Financial & Estate Planning Services, Vancouver BC
To make a difference in a dynamic organization where I can grow as an accreditted financial/estate planning professional.
Tags for this Online Resume: High Net Worth Planning, Training, Seminars, Coaching, Personal/Corporate Financial Planning, Life Insurance/Living Benefits/Mutual Funds, Recruiting, Mentoring, Sales Management, Retirement Planning Solutions
Sales Manager - 15 Years of Experience - Near 53226
Looking to utilize my extensive (11+ years) experience to work with a dynamic company in need of a B2B consultative sales professional.
Ideal Companies: Banks, Mortgage Companies, Insurance Companies, Manufacturing
Tags for this Online Resume: B2B, consultative, experienced, results, achievements, reliable, Profit/Loss
Personal Financial Advisor
Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...
Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking
Sales Representative
Tags for this Online Resume: Financial, P&L, Sales, Sales Training, Training, Video, Cold Calling, Insurance, Management, Recruiting
