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@horacemann.com
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1 phone found area 407
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LinkedIn matched
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Esteban Yepes is listed as Top-rated Investment Banker | Accomplished Agency Owner | Financial Services Authority at Horace Mann, a company with 1358 employees, based in Orlando, Florida, United States. AeroLeads shows a work email signal at horacemann.com, phone signal with area code 407, and a matched LinkedIn profile for Esteban Yepes.
Esteban Yepes previously worked as Agency Owner at Horace Mann and Financial Services Representative at Metlife. Esteban Yepes holds Associate Of Arts And Sciences - Aas, Business, Management, Marketing, And Related Support Services from Valencia College.
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AeroLeads found 1 current-domain work email signal for Esteban Yepes. Compare company email patterns before reaching out.
Are you looking to take the initiative to manage your financial future?My 17-year financial services career makes me the qualified choice to create a comprehensive plan to solidify your financial future. I specialize in creating financial plans to best serve my clients. I have a robust knowledge of life insurance policies, IRAs, 401K rollovers, and building a vibrant client portfolio. My career trajectory is rooted in the banking industry. I have worked hands-on with clients offering personal banking services and advising high-net-worth clients on investment decisions. My goal has always been to advise clients and businesses and aid in making sound financial decisions for a fruitful future. I achieved a #1 ranking for my investment sales and business development initiatives. I have created a strong network by developing personal relationships that count. I am the reliable expert that my community can count on. I am currently an Agency Owner for Horace Mann, and I drive my team to produce results. We work together to create presentations, engage clients, and develop new business. Since stepping into the role, I have increased my book of business by over 300%. We cater to the needs of those in our territory by carefully performing needs assessments and creating a plan to cater to client needs. My strategic direction and marketing efforts yielded 30% sales growth in just 12 months. If you would like to discuss your financial future or pick my brain on strategies that yield personal or business growth, let’s connect!Leadership | Strategic Business Focus | Consultative Sales and Business Development | Client Relationship Management | Financial Planning and Advising | Investment and Banking Strategies | High-value Negotiations and Presentations
Listed skills include Finance, Financial Services, Banking, Wealth Management, and 46 others.
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As an Agency Owner, I stepped into the role and impressively increased my book of business by 100% in the first year of opening. I have been awarded for a 233% increase in sales in just six months, and I continue to outperform my peers in producing life insurance policies. I continue to expand my network by serving as a trusted advisor in the community and.
In this role, I mastered the art of listening, identifying, and understanding the customers’ financial needs and successfully converted 25% of prospects in the first six months. I offered life insurance, long-term care, disability, mutual funds, and 529 plans. I educated clients on financial options and aid in helping them make sound recommendations to.
As a Personal Banker and investment strategist, I was ranked #1 out of 40 branches for two consecutive years for sales and business development. I served as a business champion and was recognized in the top 10% quarterly and annually for business account growth. I was able to achieve such success by developing strategies to exceed branch goals, meet.
I was responsible for working directly with high-net-worth clients on various financial services, including deposits, loan applications, inquiries, and resolving outstanding issues. I had a knack for recognizing and understanding their needs and seized opportunities to offer additional financial services. I excelled at cross-selling products and services..
I took on increased responsibilities after being promoted to Personal Banker and began my career selling financial products and services to the bank’s clients. I used my strong interpersonal skills to connect with potential and existing customers. I developed a unique strategy to engage and follow-up with customers to increase overall sales. I assisted in.
I was solely responsible for managing the front lobby and connecting customers with bankers and financial specialists to assist with needs. I ensured that all associates at the branch delivered best-in-class customer service. I provided on-the-spot training and coaching to staff to ensure we maintained a high level of customer satisfaction.
Other employees you can reach at horacemann.com. View company contacts for 1358 employees →
Deette Stump, Fsa, Maaa
Colleague at Horace Mann
Springfield, Illinois Metropolitan Area, United States
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KP
Kirsten Pomeroy
Colleague at Horace Mann
Wilton, Maine, United States, United States
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LS
Linda Sanssouci
Colleague at Horace Mann
Sullivan, Missouri, United States, United States
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DP
Dawn Penzone
Colleague at Horace Mann
Massachusetts, United States, United States
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DH
David Hill
Colleague at Horace Mann
Arlington, Texas, United States, United States
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TS
Tim Smith
Colleague at Horace Mann
Gray Court, South Carolina, United States, United States
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AZ
Amanda Zimmerman
Colleague at Horace Mann
Dallas-Fort Worth Metroplex, United States
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CM
Conor Malarkey
Colleague at Horace Mann
San Diego, California, United States, United States
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NL
Nickey Lee
Colleague at Horace Mann
Tulsa, Oklahoma, United States, United States
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JR
Joe Rodriguez
Colleague at Horace Mann
Chester, Pennsylvania, United States, United States
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Quick answers generated from the profile data available on this page.
Esteban Yepes works for Horace Mann.
Esteban Yepes is listed as Top-rated Investment Banker | Accomplished Agency Owner | Financial Services Authority at Horace Mann.
AeroLeads has found 1 work email signal at @horacemann.com for Esteban Yepes at Horace Mann.
AeroLeads has found 1 phone signal(s) with area code 407 for Esteban Yepes at Horace Mann.
Esteban Yepes is based in Orlando, Florida, United States while working with Horace Mann.
Esteban Yepes has worked for Horace Mann, Metlife, Wells Fargo, Suntrust, and Bank Of America.
Esteban Yepes's colleagues at Horace Mann include Deette Stump, Fsa, Maaa, Kirsten Pomeroy, Linda Sanssouci, Dawn Penzone, and David Hill.
You can use AeroLeads to view verified contact signals for Esteban Yepes at Horace Mann, including work email, phone, and LinkedIn data when available.
Esteban Yepes holds Associate Of Arts And Sciences - Aas, Business, Management, Marketing, And Related Support Services from Valencia College.
Esteban Yepes is listed with skills including Finance, Financial Services, Banking, Wealth Management, Mutual Funds, Fixed Annuities, Life Insurance, and Marketing.
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