Heath Fagen, Aif®

Heath Fagen, Aif® Email and Phone Number

Director Of Operations at WealthPlan Advisors, Inc @
Heath Fagen, Aif®'s Location
Nashville Metropolitan Area, United States
Heath Fagen, Aif®'s Contact Details
About Heath Fagen, Aif®

Heath Fagen, Aif® is a Director Of Operations at WealthPlan Advisors, Inc at WealthPlan Advisors, Inc.. He possess expertise in series 63, series 66, series 7, 401k, insurance and 3 more skills.

Heath Fagen, Aif®'s Current Company Details
WealthPlan Advisors, Inc.

Wealthplan Advisors, Inc.

Director Of Operations at WealthPlan Advisors, Inc
Heath Fagen, Aif® Work Experience Details
  • Wealthplan Advisors, Inc.
    Director Of Operations
    Wealthplan Advisors, Inc. Feb 2019 - Present
    Nashville Metropolitan Area
    Responsible for the overall operations of WealthPlan Advisors, to enhance, ease and improve the efficiency of our Retirement Plan Consultants workflow and day to day interactions. Included in this is managing our internal systems, managing our third-party systems, and managing and implementing our internal processes and procedures that WPA employees uses every day. This also includes working with our partner vendors, overseeing a small staff of operational assistant employees which includes our marketing and social media personnel. Overall goal is to make our team as efficient as possible ensuring the best attention and quality is given to our retirement plan clients.
  • Wealthplan Advisors, Inc.
    Investment & Retirement Plan Consultant
    Wealthplan Advisors, Inc. Aug 2016 - Feb 2019
    Nashville Metropolitan Area
    Responsibilities include both new business development and consulting on existing book of retirement plan clients. New business development includes creating and developing centers of influence relationships in new Southeast market and marketing strategies to grow the WPA brand, generating and working with new prospects, including investment, plan design, and fee analysis and selling WPA services and solutions. Also responsible for molding and growing our new "small market strategy" as well as being ongoing consultant for this book of clients. I also serve as ongoing consultant to clients in our new region which includes investment committee meetings, plan governance, fee/investment benchmarking, managing the vendor relationship among many other day to day responsibilities.
  • Principal Financial Group
    Internal Retirement Wholesaler - Retirement & Investor Services
    Principal Financial Group Jun 2000 - Aug 2016
    Greater Nashville Area; Des Moines, Iowa Area
    Responsible for increasing the Tennessee/Kentucky region’s retirement distribution pipeline by developing and expanding advisor, consultant, and third party administrator relationships. This includes presenting and closing deals with advisors and clients, educating financial advisors on our products and services, assisting external sales reps on pre-sale planning and presentation strategies, analyzing, developing and pitching investment portfolios and retirement plan mapping strategies to increase our Principal branded investment market share, creating/amending plan design concepts and provisions to increase plan effectiveness, negotiating plan fees with respect to share classes, advisor compensation, additional plan add-ons (Non-Qualified, ESOP, Defined Benefit etc) and suitability along with various other duties to help meet the sales goals of my external reps and my own personal sales requirements.
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  • American Republic Insurance
    Field Agent Representative
    American Republic Insurance 1998 - 2000
    Des Moines, Iowa Area
    Internal partner for our field agents in the market. Responsibilities included assisting agents with technical questions, policy comparisons and illustrations, policy/plan quotes, underwriting questions, along with various policy amendments and services.
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Heath Fagen, Aif® Skills

Series 63 Series 66 Series 7 401k Insurance Uniform Combined State Law Retirement Planning Mutual Funds

Frequently Asked Questions about Heath Fagen, Aif®

What company does Heath Fagen, Aif® work for?

Heath Fagen, Aif® works for Wealthplan Advisors, Inc.

What is Heath Fagen, Aif®'s role at the current company?

Heath Fagen, Aif®'s current role is Director Of Operations at WealthPlan Advisors, Inc.

What is Heath Fagen, Aif®'s email address?

Heath Fagen, Aif®'s email address is fa****@****pal.com

What is Heath Fagen, Aif®'s direct phone number?

Heath Fagen, Aif®'s direct phone number is +161557*****

What skills is Heath Fagen, Aif® known for?

Heath Fagen, Aif® has skills like Series 63, Series 66, Series 7, 401k, Insurance, Uniform Combined State Law, Retirement Planning, Mutual Funds.

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