Ican Osinjolu, Cfp®, Chfc®, Clu®, Aep® Email & Phone Number

St. Petersburg, Florida, Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

New York, Ny, Us

- Provide investment-related reviews, sales ideas, positioning of investment strategies and thematic investment content directly to AXA Advisors- Product support and case consultation for mutual funds, equities, fixed income, third party managed accounts, alternative investments, brokerage accounts and advisory accounts.- Consult via Branch visits and Presentations, outbound calls, and incoming inquires - Leverage analytical tools such as Morningstar, CFRA, and platform tools to support understanding and positioning of investment products

St. Louis, Missouri, Us

- Responsible for a geographic territory, consulting with Financial Advisors regarding Wells Fargo’s Retirement Income Process- Specialize in strategies pertaining to traditional IRA’s, Roth IRA’s, Annuities, and Social Security - Consult regarding regulatory changes and technical aspects of advanced IRA strategies- Subject matter expert on annuities offered within Wells Fargo Advisors Platform( Fixed, indexed, and Variable)- Leveraging tools and technology to help advisors develop and present strategies- Create marketing campaigns developing relationships, combining all the above, to promote different strategies/ investments to increase awareness, helping advisors better meet current and prospective client goals, attracting more assets to the firm. - As clients move from accumulation to distribution in retirement, we specialize in the process taking a holistic approach of clients total assets, personal considerations, taxation/ regulation, longevity, and estate plans, to help them retire and maximize their assets according to their goal set.

New York, Ny, Us

- Partner with external wholesalers to create and execute a business plan to generate revenue for the firm- Territory management, tracking activity, relationship management with key partners, and handling all time sensitive needs- Be knowledgeable about financial planning concepts pertaining to the retirement space, including but not limited to, defined contribution plans, retirement accounts, transfers and rollover of retirement assets, and basic taxation- Knowledgeable about the investment process, including asset allocation via equities, fixed income, and alternatives, to market and explain sub-account offerings, and benefits of annuities as opposed to competitive alternatives- Acts as subject matter expert on all variable and fixed annuity product lines- Prepares and executes proactive marketing campaigns to financial advisors. - Engage in consultative selling with financial advisors, listening to clients needs, and where applicable, connecting that to our product offerings - Run daily reports, utilizing metrics to measure progress towards objectives, and uncover trends and opportunities - Researches and direct special requests made by financial advisors and acts as a liaison between the FA and annuity operations customer service. - Stays informed of business trends in the industry and competition in the marketplace.

New York, Ny, Us

- Answer and document inbound calls and provide professional sales support in regards to our product provisions and positioning - Handle majority of inbound calls and directs to appropriate areas- Research, resolves customer requests and discusses solutions- Stays informed of business trends in the industry, and be aware of the competitors in the marketplace- Participates in special projects, performs other related duties as assigned or required

Dallas, Tx, Us

- In the dynamic and competitive Telecommunications industry, maintaining strong knowledge of AT&T's product portfolio,ranging from wireless products to home automation, while keeping up with competitive market offers.- Interacting with hundreds of clients, providing customized solutions, leveraging AT&T's Advantages to meet Sales goals, directly generating revenue for the company. - Providing an extraordinary customer experience through client relationship management. -Working with Spanish clients, performing all aspects of the business process in Spanish.

Richfield, Minnesota, Us

Helped customers find appropriate products to meet their demand and/or solve a technological issues. To do this, had to maintained product knowledge on constantly changing products and services.Additionally,displayed strong interpersonal skills and communication by interacting with a wide variety of customers, and clearly articulating the value of the products and services, to meet company objectives. Translated Spanish, to make sure that Non-English speaking customers were also assisted.

Bachelor'S Degree, Business Administration:Economics, Minor In Spanish

Bachelor Of Business Administration (Bba), Economics

Spanish