David Novak Email & Phone Number

Laguna Hills, Ca, Us

Laguna Hills, Us

Championed the development of a standardized, consistent sales process "One&Only Virtual Sales Platform" Developed a software solution designed for both the broker and the consumer. It will enable brokers to view and compare hundreds of annuities plans in just seconds. Director of Agatha Global Tech and annuitiesgenius.com is known as a powerhouse global speaker and educator, specializing in such topics as annuities and guaranteed retirement income. Having been a licensed broker, money manager, trader, trainer, and a global speaker for almost two decades, David works with advisors, Broker/Dealers, Insurance Carriers & Banks and brokerage agencies to grow their annuities businesses and create efficiencies through technology.The AG platform will provide agents with efficient quoting, faster reports and accurate data to enable them to provide the best possible product to their customers at record speed. It provides a side-by-side comparison of EVERY leading insurance providers. In addition, agents will be able to email and print proposals using our proprietary quote engine. - Most powerful annuities dashboard on the market- Faster, easier, better suited for your clients- Comparing the best annuities with 1 click: our app, - All you need, in one place at your fingertips- Make better annuities decisions With state-of-the-art technology, data science, and a best-in-class user experience, Annuitiesgenius.com for Agents enables you to Increase sales work with more customers, easier and faster. I will show you how you can use Annuities Genius to save time, create instant trust and credibility, build report with the customer at record speed, by incorporating Annuities Genius into your presentationAccess to all 57 annuities carriers nationwide. PM me to learn more! ⤵️ | & FOLLOW ME for more!Access & compare faster. Close with more confidence.

Laguna Hills, California, Us

Real retirement planning platform for professionals.An automated step-by-step flow to compose a customized retirement plan report for your customer. Real financial math is made simple.All aspects of retirement plan are covered.One of the world's more innovative financial technology solution providers address the digital transformation challenges and opportunities faced by asset managers, private banks and financial advisors.

Tech Entrepreneur, founder of Agatha Global Tech and annuitiesgenius.com I have a true passion for building iconic brands. Founded several companies over the past 30 years, failed in most, succeeded in some, enjoyed every step of the way.David works with advisors, Broker/Dealers, Insurance Carriers & Banks and brokerage agencies to grow their annuities businesses and create efficiencies through technology.✔ Created ground-breaking state-of-the-art insurtech platform technology, data science, and a best-in-class user experience, comprehensive decision-making platform to help producers streamline the sales process and Sell Much More Annuities, dramatically increasing revenue, work more efficiently with more customers, easier and faster. comply with the #bestinterest standard and deliver outstanding client service.Annuities Genius platform will change the game in insurance innovation And help Americans get Transparency and care more simply, to make informed retirement decisions.The AG platform will provide agents with efficient quoting, faster reports and accurate data to enable them to provide the best possible product to their customers at record speed.

Instrumental in transforming the trading education organization from a $3.5 MM to $70 MM global leader in providing consumers instruction on how to effectively trade stock options, futures, Forex and commodities on the NASDAQ, NYSE and international trading markets.Grew satellite office locations from 5 to 30 through explosive growth, market development and expansion efforts; ranked #1 all-time Salesperson, company-wide.Developed and executed highly targeted international seminars to bring in cross cultural and diverse clients together to learn about the program; consistently closed over $200 K to $300 K in sales for each seminar, further solidifying company position as a market leader.Championed the development of a standardized, consistent sales process for HDQ and rolled-out new order to all divisions to bring cohesion and continuity to business practices; grew continuous sales by 300% and strongly influenced OTA initiatives to expand eCommerce.Leveraged ability to relate to potential clients from all different socio-economic backgrounds and cultures to drive sales and made fundamental connections to achieve buy-in; developed, coordinated and planned “All Star Events” to bring in over $10 MM in incremental revenue growth within the first 12 months.

Led start-up of rapidly growing /mortgage company; assembled highly effective team of supporting staff and sales professionals, generating over $200 M in loans annually.Managed employee development processes; coached, mentored, set expectations and defined goals to help teams achieve targeted revenue and profitability results.Established strong, trusting alliance with Broker Networks to ensure a steady stream of new business opportunities; expanded relationships with 30+ banking institutions to manage flow of lending activities.

Drove business development and client account management relations by providing superior customer service, reliable investment advice, and diverse portfolio management to key clients; establishing a $226 MM book of business through smart networking and tactical networking strategies.Pursued and captured new business opportunities with high net worth individual and corporate clientele; find advantageous stock ideas to preserve and grow wealth.

Average people call me insane Smart people call me for advice.