Benefits Counselor
CurrentHelping educators save for retirement via 403(b), 457(b), 7702 plans. Maximize your retirement savings growth by rolling old 401(k)s, IRAs, etc into safe, higher interest vehicles.
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@tdsgroup.org
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Brian Freitag is listed as Benefits Counselor at Afortus financial, a company with 71 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at tdsgroup.org and a matched LinkedIn profile for Brian Freitag.
Brian Freitag previously worked as Benefits Counselor at Tax Deferred Solutions and Retirement Planning Advisor at Afortus Financial. Brian Freitag holds Graphic Design from California State University, Long Beach.
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Professional Skills:Sales and customer service skills: more than 30 years of face-to-face customer service and sales experience. Warm and cold calling. Delivering sales presentations to prospective clients. Consultative sales. Relationship building. CRM systems including eCMS, SIMS and custom solutions.Managerial and supervisory skills: Forecasting staffing needs and scheduling staff. Recruiting and hiring of staff. Managing and reporting payroll. Supervising staff to ensure delivery of highest quality service.Interpersonal and teamwork skills: Certified as a mediator - worked as a volunteer mediator for the Alternative Dispute Resolution program in the Small Claims division of the Superior Court of California, Orange County. Able to create personal connections with varied individuals using techniques such as mirroring and behavioral trait recognition. Interacting with and pairing various personalities into teams to maximize the effectiveness of each team. Developed and maintained a team mentality in a staff with diverse social, educational, age and racial backgrounds.Training, teaching and mentoring skills: Training staff to a high level of proficiency and professionalism. Mentoring staff to maintain and improve personal and professional performance. Teaching by utilizing dynamic presentation skills, PowerPoint, video and printed materials to maintain interest and increase learning opportunities. Facilitating training events for small to large groups, including presentation of training modules, staffing, preparation of facility and preparation of all materials needed for the event. Computers/Information Technology Skills: Proficient in use of Mac and Windows based computers. Familiar with and proficient in use of: Microsoft Office Suite; Apple Pages, Keynote and Numbers; FileMaker Pro; QuickBooks for Mac; Older versions of Adobe PhotoShop, Adobe Illustrator and Quark Express. Small Office wired and wireless networking. Macintosh tech support and tutoring.
Listed skills include Coaching, Training, Leadership, Team Building, and 32 others.
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Helping educators save for retirement via 403(b), 457(b), 7702 plans. Maximize your retirement savings growth by rolling old 401(k)s, IRAs, etc into safe, higher interest vehicles.
Irvine, CA
401ks and IRAs are not the best way to fund your retirement!I can show you how to retire sooner by letting you grow your nest egg:1. Tax free2. Penalty free3. With the potential to earn double digit growth4. Guaranteed you’d never lose any money (principal or interest earned) in the market5. And give you a tax free income stream for the rest of your.
Lake Forest, CA
Farmers Insurance Companies started in 1928. The Farmers group of companies has over 350 billion in assets, so you can be confident that we have the resources to pay your claims.Some insurance agents specialize in one line of business. We take a more holistic approach by offering Home, Auto, Life, Commercial, Renters, Pet, Worker's Comp and other lines of.
Irvine, CA
Delivered sales and marketing presentations to individuals and groups. Developed marketing plans and sales partnerships. Cold called on potential clients. Worked with clients to develop training programs suited to their specific needs. Significantly increased client capacity with aggressive recruiting and staff retention strategies. Expanded scope of.
Costa Mesa, CA
Responsible for inside sales, outside sales and marketing. Increased sales by more than 300% through a combination of marketing and expanding from a single season business model to a three-season business model. Established relationships with media outlets to increase marketing opportunities. Responsible for creating and maintaining all aspects of booking.
Costa Mesa, CA
Laguna Beach, CA
Established a regular client base while drawing in new clients through great customer service. Trained and scheduled staff. Developed and implemented policies and procedures for cash handling and daily/weekly inventories.
Responsible for: In house sales building and guest relations. Daily food quality and facility inspections. Daily cash control and bank deposits. Trained and scheduled bar and dining room staff. Ensured quality customer service and established community relations. Reconciled accounts payable. Ordered goods and services and received deliveries. Performed and.
Other employees you can reach at afortus.com. View company contacts for 71 employees →
Sheri Usselman
Colleague at Afortus FinancialSurprise, Arizona, United States, United States
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Terry Keyzer
Colleague at Afortus FinancialRib Lake Town, Wisconsin, United States, United States
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Kumen Dixon
Colleague at Afortus FinancialMesa, Arizona, United States, United States
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Jacob Breitenstein
Colleague at Afortus FinancialProvo, Utah, United States, United States
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Cyrus Pullium
Colleague at Afortus FinancialAsheville, North Carolina, United States, United States
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Charles Lubwama
Colleague at Afortus FinancialPleasanton, California, United States, United States
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Leah Allumbaugh
Colleague at Afortus FinancialOgden, Utah, United States, United States
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Brent Price
Colleague at Afortus FinancialLos Angeles Metropolitan Area, United States
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Ed Ehlers
Colleague at Afortus FinancialSan Antonio, Texas, United States, United States
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Remi Germaine
Colleague at Afortus FinancialProvo, Utah, United States, United States
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Quick answers generated from the profile data available on this page.
Brian Freitag works for Afortus financial.
Brian Freitag is listed as Benefits Counselor at Afortus financial.
AeroLeads has found 2 work email signals at @tdsgroup.org for Brian Freitag at Afortus financial.
Brian Freitag is based in Orange County, California, United States while working with Afortus financial.
Brian Freitag has worked for Tax Deferred Solutions, Afortus Financial, Farmers Insurance Group Of Companies, Masterdrive Of Orange County, and Mag Bay Tours.
Brian Freitag's colleagues at Afortus financial include Sheri Usselman, Terry Keyzer, Kumen Dixon, Jacob Breitenstein, and Cyrus Pullium.
You can use AeroLeads to view verified contact signals for Brian Freitag at Afortus financial, including work email, phone, and LinkedIn data when available.
Brian Freitag holds Graphic Design from California State University, Long Beach.
Brian Freitag is listed with skills including Coaching, Training, Leadership, Team Building, Sales, Customer Service, Management, and Mac.
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