Lee Post Email & Phone Number

Ham Lake, Mn

- Sales professional and External Wholesaler excelling in consultative sales providing effective training, and education on extended care/long term care planning and insurance solutions to multiple accounts. - Conducted in-person meetings, made outbound marketing calls and sent educational e-mails that reversed the 8 year trend of decreasing life insurance sales. - Increased awareness of the opportunity for both financial services protection planning that led to a 20% increase… Show more - Sales professional and External Wholesaler excelling in consultative sales providing effective training, and education on extended care/long term care planning and insurance solutions to multiple accounts. - Conducted in-person meetings, made outbound marketing calls and sent educational e-mails that reversed the 8 year trend of decreasing life insurance sales. - Increased awareness of the opportunity for both financial services protection planning that led to a 20% increase in new business the first year. - Leadership role for 2 initiatives focusing on the Wealth Management/Trust advisors and Private Bankers serving high net worth clientele and the Private Wealth Management area that increased new sales 10%. Show less

Minneapolis Mn

- Wholesale and provide education on financial services protection planning by fostering relationships and partnering with Financial Advisors. I excel in the education and training. - Consistently met or exceeded annual sales goals and signed on 2 new accounts that led to significant new business premiums. - Conducted quality group training presentations, one-on-one meetings, joint client meetings, point-of-sale, educational client workshops, webinars, and phone conferences… Show more - Wholesale and provide education on financial services protection planning by fostering relationships and partnering with Financial Advisors. I excel in the education and training. - Consistently met or exceeded annual sales goals and signed on 2 new accounts that led to significant new business premiums. - Conducted quality group training presentations, one-on-one meetings, joint client meetings, point-of-sale, educational client workshops, webinars, and phone conferences that increased new business. Show less

Minneapolis, Mn

- Recruited for the position of Insurance Consultant where I provided sales support for 40 US Bancorp Investment Financial Advisors in the state of Minnesota. - Conducted meetings that focused on client point-of-sale meetings, sales consultations, training and financial services protection planning to financial advisors and their clients. Helped identify and deliver financial services protection plans to clients and prospects. - Grew financial services protection planning… Show more - Recruited for the position of Insurance Consultant where I provided sales support for 40 US Bancorp Investment Financial Advisors in the state of Minnesota. - Conducted meetings that focused on client point-of-sale meetings, sales consultations, training and financial services protection planning to financial advisors and their clients. Helped identify and deliver financial services protection plans to clients and prospects. - Grew financial services protection planning sales in the first year from the bottom ranked territory (number 13) to the number one territory. Show less