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Online Resumes with "Retirement Planning Solutions"

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

Featured Profile

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