David Schnitzer Email & Phone Number

Houston, Texas Area

Marketing Life and Annuity products to Financial Professionals and Insurance Agents. Assist in product design and financial strategies.

Responsibilities include marketing Life products to wirehouses, independent financial advisors and independent insurance agents. My clients rely on me to educate them on products and assist them when needed with point of sale. I work closely with them on identifying the right product as well as work with their client's CPA and Attorneys for estate planning needs. In addition, my responsibility encompasses managing the sales process from conception to underwriting to the delivery of the policy.

My responsibilities included marketing Life & Annuity products to Insurance Agents and Financial Services professionals primarily in Texas & Oklahoma. This entailed building strong relationships, providing education on products as well as assisting in product selection. I exceeded my sales goals during my tenure.

Responsibilities included marketing comprehensive financial services to primarily high net worth individuals and small businesses. I assisted my clients in identifying their needs, objectives, goals and risk tolerance. From this information, I developed and implemented an investment plan. I also provided ongoing monitoring and reporting to my clients on the performance of their investments. I coordinated with clients' attorney and C.P.A. to address estate planning needs.

Same as with RBC Dain Rauscher

Responsibilities included developing positive relationships with the medical staff by providing consulting services in the areas of practice management, marketing and practice evaluations. Hospital sales was also an important responsibility. I accomplished this by developing and implementing a plan to redirect existing practices to Twelve Oaks Hospital.Was instrumental in increasing the average daily census from 84 to 132 patients. Vastly improved the relationship between administration and… Show more Responsibilities included developing positive relationships with the medical staff by providing consulting services in the areas of practice management, marketing and practice evaluations. Hospital sales was also an important responsibility. I accomplished this by developing and implementing a plan to redirect existing practices to Twelve Oaks Hospital.Was instrumental in increasing the average daily census from 84 to 132 patients. Vastly improved the relationship between administration and the medical staff by emphasizing and implementing a "teamwork" philosophy. Show less

Responsibilities included the redirection of existing practices from non-AMI hospitals, as well as the recruitment of new physicians to the eleven AMI hospitals; I also assisted in the establishment of the new physician offices by providing site selection, design and marketing assistance.I initiated and developed relationships with the local Residency programs to promote practice opportunities for the graduating residents.