Anthony Ebert Email & Phone Number

Deerfield Beach, Fl

 Responsible for developing new business and improving account management by overseeing the sales team and project managers.  Top sales performer for three years running – increased net revenue by 185% Managed national, regional and local accounts in retail, restaurant, service and B2B.  Coordinated the development of new sales divisions focusing on new verticals that diversified our product offerings (print, radio, direct mail and lead gen) Attended trade shows to develop new partnerships and new business. Developed new sales techniques to streamline and strengthen the sales process.

St. Louis, Mo

 Manage $5 million in select clients’ investment and life insurance portfolios. Conduct bi-annual reviews of clients’ investment portfolios in relation to their current financial situation and the current economic climate. Conduct quarterly pro-bono retirement seminars for retirees at local community centers, retirement homes and VFW Halls. Obtain all new incoming business solely from referrals.

St. Louis, Mo

 Managed 401-K plans for several smaller companies, comprising around 20 employees, such as, the Meat Cutters Union, dental labs, trucking companies and auto shops. Specialized in retirement portfolios for conservative senior citizens with an emphasis on income and preservation of capital. Five–time Honor Club qualifier for being in the top ten percent of sales.  Two-time winner of the National Top Mutual Fund Producer Award. Coordinated public seminars for financial planning and retirement planning.