Joel Kimble Email & Phone Number

Central Pennsylvania

• Oversee operations of sales and implementation.
• Partner with brokerages to help them increase client base as well as maximize revenue.
• Partner with business owners in an effort to enhance their benefits package.
• Train and develop a team of benefit consultants.
• Help employers navigate the ever changing health care landscape.I am licensed in PA, NY, NJ, CA, FL, DE, MD, VA, OH, NC, SC, TXCalifornia Insurance License #4193651

Central Pennsylvania

Using a needs based consultative approach I bring peace of mind to employers, businesses and employees regarding their employee benefits.

1800 John F Kennedy Blvd #800 Philadelphia, PA 19103

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.I am licensed in PA, NY, NJ, CA, FL, DE, MD, VA, OH, NC, SC, TXCRD: 7527290California Insurance License.

220 Gibraltar Rd Suite 350 Horsham, PA 19044

Preparing for the next step isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate.

• Develop and maintain banking relationships with clients both consumer and business.
• Identify needs and cross-sell financial products to clients and prospects in order to enhance their financial wellness.

• Develop and maintain consumer and business customer relationships with the bank. By using a needs based and consultative approach I can assist both consumers and business customers in identifying their short and long.
• Responsible for small business activities including identifying new opportunities with prospects and existing business customers. Submit business credit applications and cross sell to existing business.
• Source new prospects through referrals from centers-of-influence, in-Branch activities as well as business partners.

Help individuals and families plan their financial future through financial services and insurance products. Maintain current client relationships as well as gather new clients using various prospecting techniques.

Come alongside businesses and employers to provide supplemental insurance coverage for their workforce in a cost effective manor.

Demonstrate outstanding customer service skills using product knowledge as well as asking questions to provide the correct insight.