Michael J. Connor, Mba
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Michael J. Connor, Mba Email & Phone Number

Financial Advisor @ Bankers Life Securities, Inc. & Bankers Life Advisory Services, Inc. - Passionate about Retirement Education at Bankers Life
Location: Newark, Delaware, United States 8 work roles 2 schools
1 work email found @tfamail.com LinkedIn matched
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Role
Financial Advisor @ Bankers Life Securities, Inc. & Bankers Life Advisory Services, Inc. - Passionate about Retirement Education
Location
Newark, Delaware, United States

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Michael J. Connor, Mba is listed as Financial Advisor @ Bankers Life Securities, Inc. & Bankers Life Advisory Services, Inc. - Passionate about Retirement Education at Bankers Life, based in Newark, Delaware, United States. AeroLeads shows a work email signal at tfamail.com and a matched LinkedIn profile for Michael J. Connor, Mba.

Michael J. Connor, Mba previously worked as Unit Sales Manager, Financial Advisor & Designated Principal at Bankers Life and Financial Advisor at Bankers Life. Michael J. Connor, Mba holds Bs, Business Administration; Concentration In Finance from Widener University.

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About Michael J. Connor, Mba

Michael J. Connor has dedicated his entire career, totaling over 20 years to the financial services industry. Mike joins Bankers Life Securities and Bankers Life Advisory Services after representing both Fortune 500 companies and independent firms. He graduated from Widener University with a bachelor’s degree in Finance and has completed Goldey-Beacom College’s MBA Program with a concentration Finance Management. Currently, Mike is pursuing the Certified Financial Planner (CFP®) designation through the CFP Board. Coming from a family of teachers and being married to a teacher, Mike is passionate about education so much so that he is also a professor for Goldey-Beacom College’s MBA Program where he teaches students in the area of Strategic Management. This passion for education carries over to his clients where he believes that being educated and informed is the first step to making decisions about money. Mike helps to remove the confusion and emotions regarding investments by making money simple to understand and to help clients make their own financial decisions. Mike specializes in helping clients through financial life events such as retirement, divorce, becoming widowed, inheritances, and family wealth transfer. Mike’s investment licenses include a Series 24, 7, 63 & 65 enabling him to offer tailored portfolios specific to client’s objectives as well as fee based financial planning. He is insurance licensed for fixed and variable annuities as well as life insurance and Medicare solutions.

Listed skills include Investments, Retirement, Financial Services, Finance, and 6 others.

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Bankers Life
Bankers Life
Financial Advisor @ Bankers Life Securities, Inc. & Bankers Life Advisory Services, Inc. - Passionate about Retirement Education
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8 roles · 23 years

Michael J. Connor, Mba work experience

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Unit Sales Manager, Financial Advisor & Designated Principal

Current

Chicago, Illinois, Us

I am acting as a Financial Advisor and the views expressed are my own and not that of Bankers Life Securities [and/or]* Bankers Life Advisory Services. As a Bankers Life Financial Advisor, I offer investment solutions that help meet my clients’ goals for their financial future. Bankers Life is a marketing brand of various subsidiaries of CNO Financial Group, Inc., including Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc., Bankers Life and Casualty Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York. Non-affiliated insurance products are offered through Bankers Life Securities General Agency, Inc. (dba BL General Insurance Agency, Inc., AK, AL, CA, NV, PA). Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Home Office: 111 E Wacker Dr., Suite 1800, Chicago, IL 60601. Bankers Life Securities Customer Call Center: (844) 553-9083. Investments are: Not Guaranteed—Involve Risk—May Lose Value.

Mar 2022 - Present

Financial Advisor

Current

Chicago, Illinois, Us

I am acting as a Financial Advisor and the views expressed are my own and not that of Bankers Life Securities [and/or]* Bankers Life Advisory Services. As a Bankers Life Financial Advisor, I offer investment solutions that help meet my clients’ goals for their financial future. Bankers Life is a marketing brand of various subsidiaries of CNO Financial Group, Inc., including Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc., Bankers Life and Casualty Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York. Non-affiliated insurance products are offered through Bankers Life Securities General Agency, Inc. (dba BL General Insurance Agency, Inc., AK, AL, CA, NV, PA). Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Home Office: 111 E Wacker Dr., Suite 1800, Chicago, IL 60601. Bankers Life Securities Customer Call Center: (844) 553-9083. Investments are: Not Guaranteed—Involve Risk—May Lose Value

Aug 2015 - Present

Adjunct Professor

Wilmington, De, Us

Master of Business Administration, MBA ProgramEducation and develop graduate students as the complete the program in the area of Strategic ManagementInstitute a learning environment that spurs innovative thinking focusing on trust and relationships

Aug 2012 - Mar 2022

Financial Advisor

Wilmington, De, Us

Financial Advisor Currently practicing fee based financial planning practices helping client reach specific financial objectives using a variety of investments and financial programs. Raised over $14 million in new assets under management a little more than 2 years.Total assets overseen are $15 million with more than 250 client and family relationships by forming trust and establishing the beginning of life long client relationships.Continue rank among the top advisors in identifying investment referrals through the partnership of over 30 associates and 4 branch offices. Train and develop Licensed Branch Associates helping them exceed sales goalsStarted and currently serve as President of a local professional business networking group and obtained non-bank clients through these strategic networking relationships with attorneys, accountants MICHAEL J. CONNOR, MBAFinancial Advisor100 University Plaza, Newark, DE 19702Phone: 302-571-6862 | Fax: 302-235-7614 | Cell: 302-229-4406monnor@wsfsinvestments.com www.wsfsinvestments.com WSFS Wealth Investments is a division of WSFS Bank. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed Insurance products and services offered through WSFS Wealth Investments. Investments are not FDIC insured, are not guarantee by the bank, and are subject to risks, including possible loss of the principal invested.This communication strictly intended for individuals residing in the states of DE, FL, MD, NJ, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Nov 2012 - Aug 2015

Vice President

Income & Estate Planning Partners, P.A.

INCOME & ESTATE PLANNING PARTNERS, P.A. is a comprehensive insurance and investment planning company that serves clients and independent financial service professionals. For clients - We will show you how to put yourself in the driver’s seat when it comes to taking control of your financial future. Investment planning services are offered through Transamerica Financial Advisors, Inc. For professionals – Our partnering process will provide you with efficiencies in your practice, which means more time, money and fun for you. Furthermore, collaboration with other professionals who are experts in their respective disciplines provides you with the confidence that your mutual clients are being served well.www.finra.orgwww.sipc.org

Feb 2011 - Nov 2012

Senior Sales Consultant

Brussels, Brussels, Be

Partnered with and adapted to multiple Regional Vice Presidents since 2004. Provide sales and sales support while establishing and nurturing business relationships with financial representatives.Constantly achieved sales goals and grew my territories year over year including a record breaking 2007 year during the launch of our industry leading product. During this year, won the 2007 Internal Wholesaler Excellence Award.Won multiple other awards for Excellence and consistently ranked in the top 10% of my peers every year.Through the thousands of conversations with my clients, I have acquired outstanding soft skills, effect communication and trust. Excellent presentation skills – Finished top 10% in a 2010 Presentation ClassCompleted Regional Vice President Training ClassGained tremendous knowledge in financial services, financial markets and risk management.

2004 - Nov 2010

Senior Personal Banking Representative, Annuity Specialist

Santander Bank, N.A.

Met bank customers' needs with products such as checking, savings, time deposit and business accounts as well as mortgages, lines of credit, and home equity loans. Cross sold traditional banking customers fixed and variable annuities.

Feb 2004 - Nov 2004

Financial Advisor

New York, Ny, Us

Through networking, cold calling, and self-marketing, established and maintained excellent relationships with clients in compliance with company rules and regulations.Cross sold a variety of investment vehicles, servicing my clients' insurance, annuity, and brokerage service needs.

May 2003 - Feb 2004
2 education records

Michael J. Connor, Mba education

Bs, Business Administration; Concentration In Finance

Widener University

Mba, Finance Management Concentration

Goldey-Beacom College
FAQ

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Quick answers generated from the profile data available on this page.

What company does Michael J. Connor, Mba work for?

Michael J. Connor, Mba works for Bankers Life.

What is Michael J. Connor, Mba's role at Bankers Life?

Michael J. Connor, Mba is listed as Financial Advisor @ Bankers Life Securities, Inc. & Bankers Life Advisory Services, Inc. - Passionate about Retirement Education at Bankers Life.

What is Michael J. Connor, Mba's email address?

AeroLeads has found 1 work email signal at @tfamail.com for Michael J. Connor, Mba at Bankers Life.

Where is Michael J. Connor, Mba based?

Michael J. Connor, Mba is based in Newark, Delaware, United States while working with Bankers Life.

What companies has Michael J. Connor, Mba worked for?

Michael J. Connor, Mba has worked for Bankers Life, Goldey-Beacom College, Wsfs Investment Group, Income & Estate Planning Partners, P.A., and Ing Belgium.

How can I contact Michael J. Connor, Mba?

You can use AeroLeads to view verified contact signals for Michael J. Connor, Mba at Bankers Life, including work email, phone, and LinkedIn data when available.

What schools did Michael J. Connor, Mba attend?

Michael J. Connor, Mba holds Bs, Business Administration; Concentration In Finance from Widener University.

What skills is Michael J. Connor, Mba known for?

Michael J. Connor, Mba is listed with skills including Investments, Retirement, Financial Services, Finance, Insurance, Fixed Annuities, Financial Planning, and Series 7.

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