Diane Schmidt
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Diane Schmidt Email & Phone Number

Suitability Consultant at Sammons Financial Group Companies
Location: Des Moines Metropolitan Area, United States, United States 9 work roles 5 schools
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Role
Suitability Consultant
Location
Des Moines Metropolitan Area, United States, United States
Company size

Who is Diane Schmidt? Overview

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Quick answer

Diane Schmidt is listed as Suitability Consultant at Sammons Financial Group Companies, a company with 1510 employees, based in Des Moines Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Diane Schmidt.

Diane Schmidt previously worked as Suitability Review at Sammons Financial Group Companies and Associate Financial Representative - Director of Insurance Services at Northwestern Mutual. Diane Schmidt holds Bachelor Of Arts (B.A.), Health from Luther College.

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Email format at Sammons Financial Group Companies

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Sammons Financial Group Companies

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Profile bio

About Diane Schmidt

Organizing and multi-tasking are my specialties. I enjoy meeting new people and supporting them in meeting their financial goals. Opportunities for growth require great problem-solving skills and task efficiency. Give me a puzzle and I will work to find an array of solutions and, through collaboration, determine the best path.Specialties: Life insurance and annuity product knowledge, application processing, client support and problem resolution, collaboration, great written and oral communication, experience with Microsoft Office Suite and OneDrive.

Current workplace

Diane Schmidt's current company

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Sammons Financial Group Companies
Sammons Financial Group Companies
Suitability Consultant
Des Moines, IA, US
Employees
1510
AeroLeads page
9 roles

Diane Schmidt work experience

A career timeline built from the work history available for this profile.

Associate Financial Representative - Director Of Insurance Services

West Des Moines, IA

  • Support the wealth management advisor in all aspects of the business
  • Application processing: gather data from clients, process applications, underwriting support
  • Client Services: client support, policy changes and billing updates, claim submissions, online access and general policy information
  • Client meeting preparation: risk product proposals, in force illustrations, and account summaries
  • Client Data Management: accurately update client records
  • Investment Services:… Show more
Oct 2017 - Jul 2024

Financial Representative Assistant

Des Moines, Iowa Area

Jul 2017 - Oct 2017

Business Operations Specialist

Des Moines, IA

  • Facilities management: vendor relations, contracting, payables, supply and procurement, inventory management, maintenance management, on-site project coordinator
  • Fleet management; vehicle scheduling and maintenance, fleet volunteer manager
  • IT support: staff and volunteer support and training
  • Volunteer management: interviewing, skill matching, on-boarding, training, and scheduling
Mar 2014 - Jul 2017

Administrative Assistant

Urbandale, IA

  • Administrative assistance to the Associate Pastors, Executive Director and Director of Publicity
  • Maintained membership records, scheduled baptisms, weddings, assisted with funerals, procured and maintained library of Bible study and reading materials
  • Greeted visitors and members, answered incoming calls, scheduled building meetings, managed registration and coordinated conference needs, coordinated volunteers for large mailings, worked with technicians in.
  • Greeted visitors and members, answered incoming calls, scheduled building meetings, managed registration and coordinated conference needs, coordinated volunteers for large mailings, worked with technicians in.
  • Publicity support: Proof-reading, website maintenance and data entry, writing, photography, and special displays. Show less
Feb 2009 - Dec 2013

Substitute Teacher

Carroll Community Schools, Ar-We-Va Community Schools

I substituted for teachers in grades 6-12. I also substituted for teacher assistants at all grade levels.

Aug 2004 - May 2008

Decategorization And Community Partnerships For Protecting Children Coordinator

Iowa Decategorization And Child Abuse Prevention

Carroll, IA

Coordinate local communities, government, and agency planning to fund programming to keep children safe and prevent child abuse. Managed state and federal funds, wrote contracts, reported outcome measures, submitted claims for reimbursement, facilitated meetings and planning.

Jun 2006 - Sep 2007

Owner / Manager

Registered Home Child Care Provider

Carroll, IA

Managed the daily operations of a Registered Child Development HomeParent-Time-Out & Crisis Care Provider for the Family Resource Center taking in children from Department of Human Services clients

Jan 1997 - Jun 2004
Team & coworkers

Colleagues at Sammons Financial Group Companies

Other employees you can reach at sammonsfinancialgroup.com. View company contacts for 1510 employees →

5 education records

Diane Schmidt education

FAQ

Frequently asked questions about Diane Schmidt

Quick answers generated from the profile data available on this page.

What company does Diane Schmidt work for?

Diane Schmidt works for Sammons Financial Group Companies.

What is Diane Schmidt's role at Sammons Financial Group Companies?

Diane Schmidt is listed as Suitability Consultant at Sammons Financial Group Companies.

Where is Diane Schmidt based?

Diane Schmidt is based in Des Moines Metropolitan Area, United States, United States while working with Sammons Financial Group Companies.

What companies has Diane Schmidt worked for?

Diane Schmidt has worked for Sammons Financial Group Companies, Northwestern Mutual, American Red Cross, Gloria Dei Lutheran Church, and Carroll Community Schools, Ar-We-Va Community Schools.

Who are Diane Schmidt's colleagues at Sammons Financial Group Companies?

Diane Schmidt's colleagues at Sammons Financial Group Companies include James J., Emily H., Wendi Schalekamp, Courtney Jacobson Falu, Almi, Acs, and Connor Satterlund.

How can I contact Diane Schmidt?

You can use AeroLeads to view verified contact signals for Diane Schmidt at Sammons Financial Group Companies, including work email, phone, and LinkedIn data when available.

What schools did Diane Schmidt attend?

Diane Schmidt holds Bachelor Of Arts (B.A.), Health from Luther College.

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