Michael Schessler, Cpfa

Michael Schessler, Cpfa Email and Phone Number

Founder and Wealth manager @ Sustainable Retirement Solutions
Union City, NJ, US
Michael Schessler, Cpfa's Location
New York, New York, United States, United States
Michael Schessler, Cpfa's Contact Details
About Michael Schessler, Cpfa

20+ year veteran in the Financial Services industry. Helping Financial Advisors and 401(k) Plan Wholesalers win business. Specializing in the implementation and design of group retirement plans.

Michael Schessler, Cpfa's Current Company Details
Sustainable Retirement Solutions

Sustainable Retirement Solutions

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Founder and Wealth manager
Union City, NJ, US
Website:
srsretirement.com
Employees:
1
Michael Schessler, Cpfa Work Experience Details
  • Sustainable Retirement Solutions
    Founder And Wealth Manager
    Sustainable Retirement Solutions
    Union City, Nj, Us
    View
  • The Retirement Advantage, Inc. (Tra)
    Regional Sales Consultant
    The Retirement Advantage, Inc. (Tra) Nov 2022 - Present
    New York City Metropolitan Area
    Third Party Administrator (TPA) for Retirement Plans
    View
  • Lake Michigan Benefit Associates, Inc.
    Business Planning Consultant
    Lake Michigan Benefit Associates, Inc. May 2020 - Nov 2022
    Greater Chicago Area
    View
  • The Standard
    Retirement Plan Consultant
    The Standard Jun 2019 - May 2020
    Greater Chicago Area
    View
  • Farmer & Betts, Inc.
    Retirement Plan Consultant
    Farmer & Betts, Inc. Oct 2018 - Jun 2019
    Greater Chicago Area
    Third Party Administrator (TPA) founded in 1992. Farmer & Betts administers Retirement Plans throughout the United States. Nationally recognized and a preferred service provider by an extensive list of broker dealers and investment companies.I help Advisors and Wholesalers secure various types of Retirement Plans including, but not limited to, 401(k)'s, New Comparability Profit Sharing, Cash Balance Plans, DB/DC Combo Plans, Defined Benefit, 403(b)'s..
    View
  • Ohio National Financial Services
    Regional Vice President - Retirement Plans
    Ohio National Financial Services Apr 2014 - Sep 2018
    Greater Chicago Area / Illinois / Iowa
    • Responsible for business development and increasing sales of Qualified Retirement Plans in Illinois and Iowa for small-midsized businesses.• Accountable for all aspects of Retirement Plan business including vendor relationships, reporting, contracts and education.• Provide advisors with the necessary tools and products to close group retirement plans.• Provide retirement strategies consisting of multiple DC/DB retirement plans for financial advisors, their clients and/or prospects.• Develop strategies to cross-sell Variable Annuities, Disability and Insurance Products with Ohio National partners.
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  • Trinet
    Regional Sales Consultant
    Trinet Jun 2012 - Apr 2014
    Chicago
    Consult and partner with CEOs, CFOs and Venture Capital Firms to serve organizations in need of recruiting and retaining top level talent while mitigating risk.Areas of experience:- 401(K) Recordkeeping- Fortune 500 level Health Insurance and Benefits- Payroll and Tax Remittance- Workers' Compensation- Risk Management- Strategic Growth- Oracle / PeopleSoft based Human Resource Management System
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  • Adp Retirement Services
    Base District Manager - Retirement Services
    Adp Retirement Services Sep 2011 - Jun 2012
    Greater Chicago Area
    The Base Retirement Services District Manager position is new to the Chicago area and one of only 3 Positions nationwide (Chicago, New York, Los Angeles). Responsibility is to increase penetration of existing ADP client base focusing on 401(k) Conversion opportunities.
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  • John Hancock Life Insurance Company (U.S.A.)
    Internal Wholesaler
    John Hancock Life Insurance Company (U.S.A.) Sep 2010 - Sep 2011
    Work with Financial Advisors and Plan Sponsors to market and implement Defined Contribution and Defined Benefit Plans to various sized businesses.
    View
  • Paychex
    District Sales Manager
    Paychex Apr 2004 - Sep 2010
    Wholesaling through Wirehouse and Independent channels. Hired, trained and developed multiple teams of 401(k) Wholesalers and Consultants
    View
  • Paychex
    Sales Consultant - Retirement Plan Services
    Paychex Feb 2001 - Apr 2004
    Sold, designed and implemented 401(k) Retirement Plans, Flexible Spending Plans and Human Resource Outsourcing Services
    View

Michael Schessler, Cpfa Skills

Human Resources Talent Acquisition Management Leadership Sales Training Management Consulting Business Intelligence Insurance Risk Management Peoplesoft Performance Management Coaching Account Management Web Applications Banking Defined Benefit Team Building Workers Compensation Sales Operations Employee Benefits Salesforce.com Employee Relations Series 6 Series 63 Life Insurance Outsourcing Recruiting

Michael Schessler, Cpfa Education Details

Frequently Asked Questions about Michael Schessler, Cpfa

What company does Michael Schessler, Cpfa work for?

Michael Schessler, Cpfa works for Sustainable Retirement Solutions

What is Michael Schessler, Cpfa's role at the current company?

Michael Schessler, Cpfa's current role is Founder and Wealth manager.

What is Michael Schessler, Cpfa's email address?

Michael Schessler, Cpfa's email address is mi****@****ail.com

What schools did Michael Schessler, Cpfa attend?

Michael Schessler, Cpfa attended Bergen Community College.

What skills is Michael Schessler, Cpfa known for?

Michael Schessler, Cpfa has skills like Human Resources, Talent Acquisition, Management, Leadership, Sales, Training, Management Consulting, Business Intelligence, Insurance, Risk Management, Peoplesoft, Performance Management.

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