Great colleagues, great mentors, opportunity for growth
Financial Consultant (Former Employee) – Pittsburgh, PA – August 2, 2018
Was responsible for assisting and advising individuals and small businesses to protect themselves and their families by implementing various financial strategies. Strategies implemented were derived from financial planning/forecasting software. Duties included: direct prospecting via phone and in person; conducting sales presentations; handling and overcoming objections; educating clients; closing the sale/recommendation; and follow-up to ensure client/advisor relationships. Provided clients with a full suite of services and financial products including: life insurance, long-term disability, long-term care, annuities, stocks, bonds, mutual funds, managed accounts, and fee based planning. Also worked with small businesses funding buy-sell agreements, implementing retirement plans, COLI, and key man insurance.