Keith Steele Email and Phone Number
Seasoned financial professional and relationship manager with 20+ years of experience in sales and customer relations. Self-starter with a record of success, FINRA Series 6, striving to never stop learning and growing. Retirement plan/401k administration background.Kas_steele@yahoo.comI bring a broad background of investment knowledge, sales, and relationship-building skills to the table. While working for Cigna and MassMutual Retirement Services Divisions, I was the main point of contact for the largest 401k national accounts, My communication skills and in-depth knowledge of retirement plan markets, plan design, and investment products allowed me to build customer loyalty. My client satisfaction rate was always in the 95% plus range. I have my Series 6 license, and currently studying for the Series 63.I have several years of sales experience and was instrumental in building New Horizons, a small start up company, into a multi-million dollar a year business. My strong work ethic and multi-tasking skills allowed me to answer 50-100 emails per day while fielding phone calls, and contribute to a 15% growth in revenue within my territory as an internal wholesaler at MassMutual.Contact me for any Relationship Manangement, Retirement Investment/Client facing role: kas_steele@yahoo.com860-324-8032.
Brooke Team At Exp Realty
View- Website:
- brooketeamre.com
- Employees:
- 17
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Real Estate AgentBrooke Team At Exp Realty Aug 2020 - PresentSimsbury Ct -
Internal WholesalerMassmutual Jul 2018 - Oct 2020Springfield, Massachusetts Area -
Customer Success Manager/SalesSymantec Aug 2013 - Aug 2014Worked with state, local and private education accounts to ensure their data security and availability needs are met with Symantec software solutions. Managed the full sales cycle, as well as our channel and distribution partners.• Account manager assigned to large, complex, enterprise accounts.• Developed strategies and orchestrated internal/external company resources to maximize sales/profit goals within assigned accounts.• Interfaced with all levels of management to build, present, and negotiate world-class solutions.• Exceptional prospecting skills to meet/exceed quota consistently.• Built strong relationships with partners/field engineers to strategize a team-selling approach. -
Senior Sales Account ExecutiveNew Horizons Clc Jan 1997 - Aug 2013· Customized IT and end-user technical training solutions for businesses by understanding customers’ business/personal development needs.· Exhibited exceptional prospecting/pipeline management skills, with a database of over 300 current and perspective clients.· Met and exceeded sales/collection goals on a consistent basis.· Worked well with internal/external partners to deliver on our company vision to a large number of diverse customers. -
National Account ManagerMassmutual Financial Group May 1995 - Jan 1997•Administered ten highly sensitive 401(k) and Profit Sharing plans, including the MassMutual Agents’ 401(k) plan, with assets of over $100 million. •Researched solutions to problems arising from clients, field sales representatives, and internal resources; negotiated deliverables and managed and facilitated meetings, conference calls, and presentations -
Account Manager - Major AccountsCigna Jul 1990 - May 1995Hartford, Connecticut Area• Managed a book of Large 401(k) and Profit Sharing plans • Demonstrated superior customer service skills to meet client expectations, and federal reporting requirements.
Keith Steele Education Details
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Business -
Business
Frequently Asked Questions about Keith Steele
What company does Keith Steele work for?
Keith Steele works for Brooke Team At Exp Realty
What is Keith Steele's role at the current company?
Keith Steele's current role is Retirement Industry Professional | Financial Services | Investments | Real Estate | Relationship Management | FINRA | Sales | Wholesaler.
What schools did Keith Steele attend?
Keith Steele attended Saint Michael's College, University Of Hartford.
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