Andrew Baszuk Email & Phone Number

Broadview Heights, Oh, Us

Cleveland, Ohio, United States

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

Acting Designated Principal for the local OSJ of ProEquities.Recruiting and business development for local OSJ as well as research & analyze case design. Providing point-of-sale support.Provides training for marketing team.

130 Springside Drive Suite 300 Akron, Oh 44333

Research & Analysis Experience:Conduct and report life insurance product analysis and utilize various analytical tools to target high net-worth and corporate-level clientsSupport 120 national representatives each managing $100+ million clients through transforming client raw data to generate recommendations for improved efficiency and profitabilityServe as Principal Review for variable products as well as OSJ representative for specific branchesAdvisory Experience:Coach top producers on product positioning and industry trends; prepare MS Excel reports and MS PowerPoint presentations for top producers to share with their clientsAdvise top producers in the incorporation of “proven practices” to help increase client purchases of product offerings and related servicesCreate and execute weekly, live webinars informing representatives of in-depth details regarding product changes and general industry news; utilize Citrix software to simultaneously host the webinars in live video format and conference call formatWrite, format, and distribute a weekly e-newsletter through Constant Contact to provide real-time product updates, product overviews, and snapshots of future changesManagement:Supervise Insurance Analyst through project & task assignments; review and approve completed work; grant time-off requests; provide positive professional development opportunities and guidanceEvaluate employee performance through the annual employee review processManage all aspects of the company collegiate internship program including: internship program design, company/industry training, and liaison as human resources representative for internsConduct bi-weekly performance reviews of interns to offer positive feedback, constructive criticism, and to serve as a professional mentor; maintain appropriate documentation for quarterly report

General production, managed and grew Book of BusinessManage recruiting process for multiple teams; conduct in-person screenings, resume reviews, shadow experiences for potential recruitsDetermine appropriate candidates and issue official job offer; provide company/industry trainingMaintain and strengthen client relationships within organizations purchasing MetLife services (primarily educational and healthcare institutions)New England Financial is the registered mark for New England Life Insurance Company (NELICO), Boston, MA 02116. Securities and investment advisory services are offered through New England Securities (NES)(member FINRA/SIPC), a registered investment adviser. NELICO and NES are affiliates. 212 Capital Group is not affiliated with NES. L0112231618[exp0114][OH]

Cleveland/Akron, Ohio Area

Offer security-based products and services to bank customersTeam with account managers and loan officers to promote investment opportunities through PNCIdentify current customers eligible for expanded financial advising services and engage them through phone calls and in-person appointmentsRefer PNC customers to additional available bank services to build the business

Cleveland/Akron, Ohio Area

Offer full-fee and non-fee financial plans to a wide range of clientsPresent corporate trainings and continuing education seminars within Centers of Influence (COI) to promote business and services to potential clientsCreated & administrated new programs (e.g. Long-Term Care Coverage) requiring corporate approval to better serve the clients and strengthen client relationships for continued purchase of coverage packagesTrain “A-Class” representatives utilizing the prescribed training manual, staging role play activities, present market trends and product information and administer related tests (weekly)

Ba, Psychology

High School, College Preparatory