Joanne Ward

Joanne Ward Email and Phone Number

Manager, Intake & Aevo Sales/Services at The Advocator Group, specializing in SSDI and Medicare benefits @ The Advocator Group
Joanne Ward's Location
Boston, Massachusetts, United States, United States
Joanne Ward's Contact Details

Joanne Ward personal email

n/a

Joanne Ward phone numbers

About Joanne Ward

When life changes for clients, The Advocator Group can help. Our core focus is Social Security Disability (SSDI) advocacy and Medicare. Our knowledgeable and experienced Client Advocates assist clients in getting the SSDI benefits to which they are entitled. At Aevo, our licensed agents assist clients in choosing the ideal Medicare plan that fits their unique treatment profile and financial needs. We offer a variety of Medicare products in all 50 states. For both SSDI and Medicare we pride ourselves on customer service being at the heart of what we do every day. I am an Investment professional with over 25 years of experience in sales, management and client relationship management in the financial services and insurance industries. I have been recognized by internal and external clients as a business development resource to analyze, create and develop strategic sales solutions that build and enhance relationships. It is my priority to motivate, mentor and coach sales teams to succeed as they promote financial and insurance products. My expertise includes knowledge of mutual fund industry and products for effective sales results. I have proven ability to work in a constantly changing environment while maintaining a focus on high-quality results.Specialties: Consultative Sales, Sales Team Training & Coaching, Building High Impact Sales Team, Sales Management, Client Management

Joanne Ward's Current Company Details
The Advocator Group

The Advocator Group

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Manager, Intake & Aevo Sales/Services at The Advocator Group, specializing in SSDI and Medicare benefits
Joanne Ward Work Experience Details
  • The Advocator Group
    Manager
    The Advocator Group Jun 2018 - Present
    United States
  • Sun Life Financial
    Director, Small Business Sales
    Sun Life Financial Jan 2012 - Feb 2018
    Developed and implemented a comprehensive model for internal sales team focused on Small Market Segment within Sun Life’s Group Benefits Division.
  • Sun Life Financial
    Director, Internal Sales, Variable Annuities & Life
    Sun Life Financial Jun 2011 - Dec 2011
    Greater Boston Area
  • Sun Life Financial
    Sr. Sales Desk Manager
    Sun Life Financial Mar 2010 - May 2011
  • Evergreen Investments, A Wells Fargo Company
    Svp, Client Manager & Project Manager, Sub-Advisory Relationships
    Evergreen Investments, A Wells Fargo Company Dec 2007 - Aug 2009
  • Evergreen Investments
    Svp, Sales Desk Manager
    Evergreen Investments Oct 2004 - Nov 2007
  • Evergreen Investments
    Vp, Sales Desk Manager
    Evergreen Investments Dec 1999 - Sep 2004
  • Evergreen Investments
    Avp, Supervisor - Easterns Dealer Sales Desk
    Evergreen Investments Jun 1996 - Nov 1999
  • Evergreen Investments
    Dealer Sales Associate
    Evergreen Investments Apr 1988 - May 1996
    Delivered sales to meet territory goals, grew financial advisor client base, served as internal point of contact to financial advisors and field sales wholesaler. Proactively promoted Evergreen mutual funds by demonstrating knowledge of financial services industry and mutual funds, strong communication skills, and persuasive sales skills.
  • Evergreen Investments (Formerly Keystone Distributors, Inc.)
    Executive Adminstrative Assistant
    Evergreen Investments (Formerly Keystone Distributors, Inc.) Jul 1985 - Mar 1988
    Provided administrative support to the President of Retail Sales and Distribution.

Joanne Ward Skills

Crm Sales Leadership Sales Management Financial Services Management Sales Operations Investments Training Relationship Management Business Development Business Analysis Sales Process Coaching Analysis Insurance Mutual Funds Finance Series 63 Employee Benefits Series 7 Retirement Planning Life Insurance

Joanne Ward Education Details

  • Burdett Business School
    Burdett Business School
    Business Administration
  • Pembroke High School
    Pembroke High School

Frequently Asked Questions about Joanne Ward

What company does Joanne Ward work for?

Joanne Ward works for The Advocator Group

What is Joanne Ward's role at the current company?

Joanne Ward's current role is Manager, Intake & Aevo Sales/Services at The Advocator Group, specializing in SSDI and Medicare benefits.

What is Joanne Ward's email address?

Joanne Ward's email address is jo****@****ife.com

What is Joanne Ward's direct phone number?

Joanne Ward's direct phone number is (416) 979*****

What schools did Joanne Ward attend?

Joanne Ward attended Burdett Business School, Pembroke High School.

What skills is Joanne Ward known for?

Joanne Ward has skills like Crm, Sales, Leadership, Sales Management, Financial Services, Management, Sales Operations, Investments, Training, Relationship Management, Business Development, Business Analysis.

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