Protégé Financial Representative
• Worked as part of a four person team that reported to the Director of Advanced Planning who specialized in business exit planning strategies, key employee retention strategies, and structured tax-favored retirement accounts for business owners• Targeted leads via networking events, social media, cold calling, referrals and natural market with focus in “gray collar” industry• Guided prospects/clients through “The Living Balance Sheet”, our proprietary and comprehensive wealth… Show more • Worked as part of a four person team that reported to the Director of Advanced Planning who specialized in business exit planning strategies, key employee retention strategies, and structured tax-favored retirement accounts for business owners• Targeted leads via networking events, social media, cold calling, referrals and natural market with focus in “gray collar” industry• Guided prospects/clients through “The Living Balance Sheet”, our proprietary and comprehensive wealth organizational tool• Met with prospects to review financial data consisting of: current income, retirement accounts, investment accounts, savings, personal property, liabilities (debt), existing insurance, monthly cash flow, and goals/concerns• Communicated with our internal planning group to recommend optimal financial planning strategies for prospects Show less
