Lynn Lambert Email and Phone Number
Lynn Lambert work email
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Lynn Lambert personal email
- Licensed, certified, and trained to help navigate best plan options for Medicare beneficiaries- High-level consulting and sales skills- Strong presentation skills, motivational sales presentations- Strong communication and organizational skills- Public relations- Training- Business development- Investments- Individual, qualified and non-qualified retirement plan types, private and public sectors- ERISA regulationsSpecialties: Series 7,6, 63, 65, Life& Health, AHIP
Jerbuc Assist Medicare
View- Website:
- jerbucassistmedicare.com
- Employees:
- 1
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Business Owner - Https: And And Jerbucassistmedicare.Com AndJerbuc Assist MedicareNew York, Ny, Us
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Business Owner - Https://Jerbucassistmedicare.Com/Jerbuc Assist Medicare Mar 2017 - PresentNew Jersey, New York, Ohio, Florida, PennsylvaniaMedicare is an important entitlement of which many beneficiaries need a better understanding. At no cost to the beneficiary, I assist in the navigation of overall healthcare for Medicare beneficiaries. I am a licensed independent agent who is AHIP certified, and in the past have obtained Series 7, 6, 63, 65, and Life & Health. I currently hold licenses in the States of NJ, NY, OH, and FL.
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Regional Vice PresidentTransamerica Sep 2011 - 2015Greater Philly AreaAssist small to mid-market corporations with overall retirement program enhancements. Increase sales opportunities with existing and new financial advisors by promoting small to large market defined-contribution/benefit products, as well as IRA, multiple employer, and non-qualified markets.- Coordinate pricing and presentations with financial advisors and associations with regards to multiple employer plans and 401k exchanges.- Provide consultation to employers on plan design, ERISA regulations, product features, and fee awareness.- Perform technology presentations for plan sponsors and advisors.- Work with financial advisors, RIAs, and plan sponsors on mutual fund, sub-advised, and alternative type investments.- Train financial advisors on sales techniques when approaching business owner clients, as well as educate them on recent industry topics, and prepare them for sales presentations. -
Regional Director Retirement PlansMassmutual Financial Group Oct 2009 - Sep 2011Mid-AtlanticIncreased sales opportunities with existing and new advisors by promoting small to large market defined contribution/benefit products, as well as IRA, non-profit and Taft Hartley markets.- Orchestrated pricing and proposals, and provided high-level presentations to trustee boards, investment consultants, and advisors.- Sought and identified new advisors that fit the profile to promote MassMutual group retirement programs.- Trained financial advisors on sales techniques when approaching their business owner clients, as well as educated them on recent industry topics, and prepared them for sales presentations. -
New Jersey 401K Sales DirectorLincoln Financial Group Jan 2007 - Jun 2009- Marketed defined contribution and defined benefit plans to independent, wirehouse, and bank advisors- 401k, profit sharing, 403b, 457, non-qualified- Small to mid-market size plans - Provided consultation to business owners on plan design and ERISA regs- Trained internal wholesalers on key industry facts, and tactical marketing approaches- Developed and maintained third party administrator relationships- 2008 Leadership Council -
V.P. Mid-Atlantic 401K OperationsAxa Equitable May 2005 - Dec 2006- Marketed defined contribution and defined benefit plans to independent advisors in NJ, PA, DE, MD, DC, and Northern Virginia- September, 2006 accounted for 25 % of total national first year premium generated for brand new AXA product- Provided consultation to business owners on plan design and ERISA regs -
Northeast Regional Pension ConsultantNationwide Insurance Jan 2001 - May 2005- Marketed defined contribution and defined benefit plans to banks, NJ, NYC, State of NY, New England- Grew bank pension sales from $20 million to $70 million in three years- 2004 Pacesetter Award and President's Leadership Council- Opened four major banking relationships, including JP Morgan Chase, within two years- Provided training for and orchestrated meetings between business bankers and advisors- Provided consultation to business owners on plan design and ERISA regs -
Senior Account Manager/Direct Mktg/Customer ServiceNationwide Insurance Jan 1992 - Jan 2001- Direct Marketing, 457, 403b, IRA, mutual funds- Project lead- Qualified plan operations- Built and maintained rapport with national pension plan administrators- Trained plan administrators on complexities of products, processes, and technology
Lynn Lambert Skills
Lynn Lambert Education Details
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Communications -
Hilliard High School
Frequently Asked Questions about Lynn Lambert
What company does Lynn Lambert work for?
Lynn Lambert works for Jerbuc Assist Medicare
What is Lynn Lambert's role at the current company?
Lynn Lambert's current role is Business Owner - https: and and jerbucassistmedicare.com and.
What is Lynn Lambert's email address?
Lynn Lambert's email address is la****@****yes.com
What schools did Lynn Lambert attend?
Lynn Lambert attended Wittenberg University, Hilliard High School.
What are some of Lynn Lambert's interests?
Lynn Lambert has interest in Children, Economic Empowerment, Politics, Environment, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.
What skills is Lynn Lambert known for?
Lynn Lambert has skills like Mutual Funds, Financial Advisory, Defined Benefit, 401k, Defined Contribution, Pensions, Retirement Planning, Erisa, Retirement, Profit Sharing, Business Planning, Series 7.
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Lynn Lambert
Research Support Specialist At National Institute Of Allergy & Infectious DiseasesGreenbelt, Md2nih.gov, hotmail.com -
4bellsouth.net, palmettohealth.org, bjrh.org, wilmed.org3 +191089XXXXX
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2tamu.edu, siemens.com
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