Financial Services Consultant
CurrentProvide financial solutions for retirement and estate planning through the use of life insurance and variable annuity products
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@primerica.com
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John Beau Grega is listed as Financial Services Consultant at Primerica at Primerica, based in Old Bridge, New Jersey, United States. AeroLeads shows a work email signal at primerica.com and a matched LinkedIn profile for John Beau Grega.
John Beau Grega previously worked as Financial Services Consultant at Primerica and Annuity Operations, Compliance & Product Mangement at Financial Services Management. John Beau Grega holds Bachelor Of Science (B.S.), Business Admin And Parks & Recreation from Frostburg State University.
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Financial services professional with extensive experience with annuity products. Specific expertise in product and sales management as well as all aspects of operations. Possess the ability to oversee various projects from the beginning to implementation while providing strategic planning, guidance and the ability to change direction quickly to react to current needs.
Listed skills include Fixed Annuities, Life Insurance, Insurance, Financial Services, and 1 others.
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Freehold, Nj
Provide financial solutions for retirement and estate planning through the use of life insurance and variable annuity products
Central New Jersey
Jersey City, Nj
~Provided operational sales support for the field for cases that need adjustments for new and existing business. Provide Senior Management with all available documentation on the case. In addition, reviewed what is allowed by product/operations while staying within the guidelines of the IRS. ~·Created and maintained the commission recovery program to deal with new regulatory processes implemented to comply with FINRA requests for insurance companies to deal with in-house replacements.
Secaucus, Nj
~Managed a group of marketing support representatives responsible for complex quotes and productknowledge for tax-deferred variable annuities, single-premium immediate annuities & single-premium variable immediate annuities for both the qualified and non-qualified markets. Prepared and maintained departmental budget. Supported Divisional Vice-President’s and filled in for them at Trade Shows. ~Trained new employees, handle software installations, budget and deal with outside vendors
New York, Ny
~Supervised a staff of 18 Consultants and 4 Research Analysts; train new Consultants; assisted clients and agents that walked into office; Handled telephone inquiries via an 800 line pertaining to all aspects and provisions of IRA, SEP, KEOGH, HR10, 401(k), EDC, Money Purchase and Profit Sharing Plans.
Responsible for 3 branches for established new accounts in savings bank life insurance, annuities, mutual funds, universal life, health insurance and disability income.
Activities and Societies: Member Kappa Zeta Chi (KZX) - Athletic Franternity
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John Beau Grega works for Primerica.
John Beau Grega is listed as Financial Services Consultant at Primerica at Primerica.
AeroLeads has found 2 work email signals at @primerica.com for John Beau Grega at Primerica.
John Beau Grega is based in Old Bridge, New Jersey, United States while working with Primerica.
John Beau Grega has worked for Primerica, Financial Services Management, Axa-Financial, Axa-Distributors, and Axa-Equitable.
You can use AeroLeads to view verified contact signals for John Beau Grega at Primerica, including work email, phone, and LinkedIn data when available.
John Beau Grega holds Bachelor Of Science (B.S.), Business Admin And Parks & Recreation from Frostburg State University.
John Beau Grega is listed with skills including Fixed Annuities, Life Insurance, Insurance, Financial Services, and Retirement Planning.
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