Amaris Turner, Mba Email and Phone Number
Amaris Turner, Mba work email
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Amaris Turner, Mba personal email
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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
Prudential Financial
View- Website:
- prudential.com
- Employees:
- 14889
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Financial Planner At Pruco Securities, LlcPrudential Financial Aug 2020 - PresentOrlando, 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. -
Learning FacilitatorTobacco Free Florida Dec 2013 - PresentClermont, Fl -
Marketing AssistantNicole Granakos Of Prudential Advisors Sep 2019 - Aug 2020Clermont, Fl
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Independent Insurance AgentIndependent Consultant Jun 2011 - Aug 2018Orlando, 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. -
Insurance Sales ManagerAig Dec 2006 - Jun 2011Orlando, Florida AreaCore 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. -
Career Insurance Sales ProfessionalAig 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. -
Financial Service Representative OfficerSuntrust 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. -
Teller Supervisor/Customer Service ManagerCommunity 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
Amaris Turner, Mba Education Details
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Tobacco Treatment Specialist (Tts) -
Business Administration -
Business Management -
Lake-Sumter Community CollegeAssociate Of Arts - Aa
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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