Paoli, Pennsylvania, United States
Results-driven Sales and management professional with an outstanding history of Customer Service. Demonstrated expertise in Leadership and training, along with building relationships with customers to increase retention levels. Skilled in Microsoft Excel Suite (Excel, Word), Salesforce CRM Software & SQL database applications Top ranked Investments performer - with strong presentation skills.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. LCN-5898339-082223
At Lincoln Financial Group I am able to actively work with independent financial professionals to evaluate and conceptualize their client's individual retirement future by bringing to light the effectiveness of annuities in today's retirement planning. -Sales Specialist for Lincoln Variable and Fixed Annuities. -Supporting two External Wholesalers in both MI and TX.
Pacer Financial is a national, independent wholesaling organization. We offer investment strategies that focus on the preservation and accumulation of wealth, as well as the income needs of today's investors. - Applied sales knowledge to grow production in designated territories through cold calling efforts, sales presentations, and personal mass marketing. - Provided customer service to financial advisors through educational presentations about ETFs and income solutions. - Extensive knowledge about ETFs including construction and taxation as well as trading. - Experience with income annuities and guaranteed lifetime retirement income strategies.