Michael Mitchell

Michael Mitchell Email and Phone Number

President at Mitchell & Company, Inc. and Senior Associate at Excalibur Financial Group @
Michael Mitchell's Location
Tampa, Florida, United States, United States
Michael Mitchell's Contact Details
About Michael Mitchell

Employee Benefits are typically the 2nd or 3rd highest expense for employers behind payroll and capital equipment. I have been helping my clients to maximize their return on this investment/expense for almost 30 years! We excel in benefit funding options for groups of all sizes, employee communication programs, retirement plans and funding, human capital consulting as well as executive benefit programs and compliance consulting. Our clients have been spread out across the US and have ranged in size from 10 employees to over 7,000 employees.I would appreciate the opportunity to show you what we can do with your employee capital. Message me so we can get started.My background includes:* BSBA from the University of Florida in Insurance & Finance* Over 29 years in the financial services industry* Entrepreneurial experience as small business owner * Founding Member & Former Board of Director of Tampa Charities Inc.* Founding Member & Former Board Member of Ye Enchanted Krewe of Brigadoon* Former University of Florida Cheerleader

Michael Mitchell's Current Company Details
Excalibur Financial Group

Excalibur Financial Group

President at Mitchell & Company, Inc. and Senior Associate at Excalibur Financial Group
Michael Mitchell Work Experience Details
  • Excalibur Financial Group
    Senior Associate
    Excalibur Financial Group Nov 2008 - Present
  • Mitchell & Company, Inc.
    President
    Mitchell & Company, Inc. Aug 2016 - Present
  • Principal Financial Group
    Senior Financial Representative Principal Securities Registered Representative
    Principal Financial Group Jun 2014 - Nov 2019
    Tampa/St. Petersburg, Florida Area
    Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC, Des Moines, IA 50392., Principal Securities Registered Representative.
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  • Oasis Outsourcing
    Professional Employer Consultant
    Oasis Outsourcing Jan 2008 - Nov 2008
    Tampa/St. Petersburg, Florida Area
    PEO / Employee Leasing Consultant - Specialized in Employee Benefit Consulting – Payroll & Human Resource Consulting – Strategic Outsourcing. Worked direct and through Insurance Agents and Brokers.
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  • Totalsource
    District Manager
    Totalsource Apr 2005 - Oct 2007
    Managed a local territory for the largest PEO in the country. Pipeline was maintained via cold calling, strategic referral generation, networking and foot canvassing. Specialized in Employee Benefit Consulting – Payroll & Human Resource Consulting – Strategic Outsourcing.
  • D&A Building Services
    West Florida Branch Manager
    D&A Building Services Jun 2004 - Apr 2005
    Developed and managed a remote territory for an Industrial Cleaning Company. Responsibilities included Client Development, Relationship Management, Lead Generation, Sales,
  • Awnclean Usa
    Senior Account Manager
    Awnclean Usa Jul 2002 - Nov 2003
    Managed Central Florida Territory for an Industrial Cleaning Company specializing in Exterior Fabric Maintenance. Created a marketing platform and sales structure to expedite the sales process and cross sell to existing clients. Effectively networked in trade groups to maximize lead generation. BOMA Orlando & Tampa.
  • The Payment Shaver Company
    Account Manager
    The Payment Shaver Company Nov 2000 - May 2002
    Managed over 30 insurance agents / producers covering 13 states selling specialty loan software product to small/regional credit unions and banks. Earned Top Producer in All Lines 2001. Increased market share from 35% to over 50% in first year. Exemplary Territory Management traveling weekly among 13 states from Ohio up to Maine down to Maryland plus Florida.
  • Unum
    Senior Sales Representative - Employee Benefits
    Unum Jun 1997 - Jan 2000
    Cross-sold group and individual disability and life insurance products through the brokerage community using Insurance Agents, Employee Benefit Consultants, Benefits Brokers & Financial Consultants.
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  • Great-West Life
    Account Supervisor - Employee Benefits
    Great-West Life May 1991 - Jun 1997
    Cross Sold Group Medical Insurance, Employee Benefits and 401(k) to medium to large sized businesses using Insurance Agents, Employee Benefit Consultants, Benefits Brokers & Financial Consultants.
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Michael Mitchell Skills

Employee Benefits Design 401 Retirement Savings Plans 529 Plans Fixed Annuities Variable Annuities Business Continuity Planning Informal Business Valuation Key Person Insurance Wealth Accumulation Strategies Retirement Planning Buy Sell Agreements Supplemental Retirement Income Executive Bonus Plans College Funding Executive Benefit Strategies College Funding Strategies Cold Calling Internal Communications Sales Direct Sales Small Business Sep And Simple Iras Annuities Asset Allocation Business Continuation Strategies Business Overhead Expense Buy Sell Review Charitable Giving Deferred Compensation Plans Dental Insurance Disability Income Insurance Estate Planning Financial Needs Analysis Income Protection Iras Long Term Care Insurance Mutual Funds Pension Plans Salary Continuation Series 6 Split Dollar Plans Survivor Income Tax Deferred Savings Term Life Insurance Universal Life Insurance Wellness Programs Wealth Accumulation Whole Life Insurance

Michael Mitchell Education Details

Frequently Asked Questions about Michael Mitchell

What company does Michael Mitchell work for?

Michael Mitchell works for Excalibur Financial Group

What is Michael Mitchell's role at the current company?

Michael Mitchell's current role is President at Mitchell & Company, Inc. and Senior Associate at Excalibur Financial Group.

What is Michael Mitchell's email address?

Michael Mitchell's email address is mi****@****pal.com

What is Michael Mitchell's direct phone number?

Michael Mitchell's direct phone number is +181329*****

What schools did Michael Mitchell attend?

Michael Mitchell attended University Of Florida, Riverview High School.

What skills is Michael Mitchell known for?

Michael Mitchell has skills like Employee Benefits Design, 401 Retirement Savings Plans, 529 Plans, Fixed Annuities, Variable Annuities, Business Continuity Planning, Informal Business Valuation, Key Person Insurance, Wealth Accumulation Strategies, Retirement Planning, Buy Sell Agreements, Supplemental Retirement Income.

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