Amaris Turner, Mba

Amaris Turner, Mba Email and Phone Number

Financial Planner at Pruco Securities, LLC @ Prudential Financial
newark, new jersey, united states
Amaris Turner, Mba's Location
Clermont, Florida, United States, United States
Amaris Turner, Mba's Contact Details

Amaris Turner, Mba work email

Amaris Turner, Mba personal email

About Amaris Turner, Mba

Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Amaris Turner, Mba's Current Company Details
Prudential Financial

Prudential Financial

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Financial Planner at Pruco Securities, LLC
newark, new jersey, united states
Website:
prudential.com
Employees:
14889
Amaris Turner, Mba Work Experience Details
  • Prudential Financial
    Financial Planner At Pruco Securities, Llc
    Prudential Financial Aug 2020 - Present
    Orlando, Florida, United States
    • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
  • Tobacco Free Florida
    Learning Facilitator
    Tobacco Free Florida Dec 2013 - Present
    Clermont, Fl
  • Nicole Granakos Of Prudential Advisors
    Marketing Assistant
    Nicole Granakos Of Prudential Advisors Sep 2019 - Aug 2020
    Clermont, Fl
  • Independent Consultant
    Independent Insurance Agent
    Independent Consultant Jun 2011 - Aug 2018
    Orlando, Florida Area
    *Indpendent Life, Health, and Annuity Insurance Brokeroffering Total Insurance Solutions including Life Insurance, Key Person Insurance, Buy/Sell Funding, Executive Bonus, Wealth Transfer Options, Medicare Advantage, Disability Insurance, Sickness & Injury Insurance, & Annuities.
  • Aig
    Insurance Sales Manager
    Aig Dec 2006 - Jun 2011
    Orlando, Florida Area
    Core Competencies: -ROI/Sales Revenue Generation -Human Capital/Multicultural Staff Management -Risk Management -Organizational Change Management -Strategic Implementation and Alignment -Customer Retention Management -Value Proposition & Competitive Analysis *Regional Sales Leader in 2007 & 2008, achieving $288,839 of profitable growth and $430,443 of new business premium issue.*Company Sales Leadership Club Member (2007-2009), Council Member (2010), and "President's Trophy" recipient (2007-2010).*Member of NAIFA (National Association of Insurance and Financial Advisors) and received the "National Sales Achievement Award" in 2009 for sales achievement and high standards in the insurance industry.*Selected from company management pool as a company New Agent Training Instructor in 2008.*Chosen as a Company Mentor in AGLA's Mentoring Program for Saleswomen in 2009, upon program inception.*Plan and direct weekly recruiting, training, agency audits, and performance evaluations to develop and control sales and service programs.*Provide basic and advanced training in planning and goal setting, with continued leadership of 15 to 25 agents, achieving significant improvements in productivity.*Direct multicultural sales training and staff diversity training.
  • Aig
    Career Insurance Sales Professional
    Aig Feb 2006 - Dec 2006
    *Negotiated and sold life, health, and annuity insurance contracts through a needs-based sellingsystem.*"Award of Excellence" recipient in 2006 for outstanding sales performance.*Managed affinity relationships, such as the NFIB and the U.S. Chamber of Commerce.*Represented company at trade association meetings to promote products.*Contributed to the company's success by conducting market and trends analysis for sales market growth.*Monitored customer preferences to determine focus of sales efforts.*Conferred and consulted with business owners to coordinate insurance benefit enrollments for employees.*Resolved customer complaints regarding sales and service.*Reviewed operational records and reports to project sales and determined profitability.
  • Suntrust Bank
    Financial Service Representative Officer
    Suntrust Bank Jun 2000 - Feb 2006
    *Provided superior customer service through problem solving, critical thinking, and using a needs-based approach.*Advanced company initiatives by opening new bank accounts (including IRA's, Certificates of Deposits, Annuity and Life Insurance products), consumer and business sales consulting and application, money transfers and cash handling, and providing financial services consulting.*Key holder leading in branch opening and closing activities.*Trainer within the branch that supervised bank operations, including teller and vault operations, and leading team meetings. *Involved in team-based branch management and marketing.
  • Community National Bank
    Teller Supervisor/Customer Service Manager
    Community National Bank Sep 1998 - Jun 2000
    *Vault teller with significant cash management skills, account reconciliation, and oversight.*Demonstrated ability to work well under pressure, multi-tasking, and problem solving. *Key holder leading branch opening and closing activities. *Good communicator with the ability to understand client needs and develop viable solutions. *Motivated others to excel by leading by example.

Amaris Turner, Mba Skills

Insurance Fixed Annuities Life Insurance Employee Benefits Risk Management Leadership Term Life Insurance Disability Insurance Sales Training Universal Life Personnel Management Management Whole Life Health Insurance Long Term Care Team Building Retirement Planning Customer Service

Amaris Turner, Mba Education Details

Frequently Asked Questions about Amaris Turner, Mba

What company does Amaris Turner, Mba work for?

Amaris Turner, Mba works for Prudential Financial

What is Amaris Turner, Mba's role at the current company?

Amaris Turner, Mba's current role is Financial Planner at Pruco Securities, LLC.

What is Amaris Turner, Mba's email address?

Amaris Turner, Mba's email address is tt****@****ial.com

What schools did Amaris Turner, Mba attend?

Amaris Turner, Mba attended Florida State University College Of Medicine, University Of Phoenix, University Of Phoenix, Lake-Sumter Community College.

What skills is Amaris Turner, Mba known for?

Amaris Turner, Mba has skills like Insurance, Fixed Annuities, Life Insurance, Employee Benefits, Risk Management, Leadership, Term Life Insurance, Disability Insurance, Sales, Training, Universal Life, Personnel Management.

Who are Amaris Turner, Mba's colleagues?

Amaris Turner, Mba's colleagues are Linda Patterson, Whitney Williams, Mateus Silva, Peggy Foran, Renee Masse, Paul Gilbert Chfc®, Clu®, Jonas Thedrcx.

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