Client Relationship Consultant
CurrentAssociate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Shepherd Financial, LLC and the above firm are independent and non-affiliated.
Jul 2019 - Present
AeroLeads people directory · profile
Noel Phillips, Qka®, Cebs® Email & Phone Number
Client Relationship Consultant at Shepherd Financial, LLC
at
Shepherd Financial, LLC
1 work email found
@shepherdfin.com
3 phones found area 317 and 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Consultant at Shepherd Financial, LLC
Location
Greater Indianapolis, United States, United States
Company size
Who is Noel Phillips, Qka®, Cebs®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Noel Phillips, Qka®, Cebs® is listed as Client Relationship Consultant at Shepherd Financial, LLC at Shepherd Financial, LLC, a company with 25 employees, based in Greater Indianapolis, United States, United States. AeroLeads shows a work email signal at shepherdfin.com, phone signal with area code 317, 212, and a matched LinkedIn profile for Noel Phillips, Qka®, Cebs®.
Noel Phillips, Qka®, Cebs® previously worked as Client Relationship Consultant at Shepherd Financial, Llc and Plan Manager - Premier Accounts at Oneamerica. Noel Phillips, Qka®, Cebs® holds Mba, Human Resources from Indiana Wesleyan University.
Company email context
Email format at Shepherd Financial, LLC
This section adds company-level context without repeating Noel Phillips, Qka®, Cebs®'s masked contact details.
*@shepherdfin.com
71% confidence
AeroLeads found 1 current-domain work email signal for Noel Phillips, Qka®, Cebs®. Compare company email patterns before reaching out.
Profile bio
About Noel Phillips, Qka®, Cebs®
I focus on delivering consistent, high-quality customer service to both sponsors of retirement plans and plan participants.I have experience introducing, implementing, and sustaining the Lean management system, which included the introduction and measurement of targets / metrics, standard work, and root cause problem solving.
Listed skills include Retirement Planning, Series 63, Series 7, Life And Health Insurance Licenses, and 11 others.
Current workplace
Noel Phillips, Qka®, Cebs®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Shepherd Financial, Llc
5 roles · 11 years
Noel Phillips, Qka®, Cebs® work experience
A career timeline built from the work history available for this profile.
Plan Manager - Premier Accounts
Feb 2018 - Jun 2019
Sustainability Leader
- Partnered with management team for Small-Mid Corporate Markets retirement business in implementation of lean management system to improve processes, customer experience, and employee engagement. Overall results.
- Coached managers on running team huddles, root-cause problem solving sessions, and performance dialogues around key business targets / metrics
- Partnered with managers and front line employees on creation of standard work around core business processes
2015 - 2017
~2 yrs
Regional Vice President - Client Relations
- Managed, coached, and developed group of Client Relations Managers in addition to successfully managing book of business
- Onboarded new client relationship managers, ensuring continuity of high quality client experience
- Served on pilot team for introduction and implementation of lean management system, leading to system’s deployment across business groups.
- Maintained 90%+ retention rate on assigned book of business, through prioritization of work schedule, effective multi-tasking, and responsiveness to customer requests
Nov 2013 - Jan 2015
Client Relations Manager
- Assigned book of business with goals of retention, growth, and profitability. Required to prioritize multiple duties and work collaboratively with Sales staff, Operations, Third Party Administrators (TPA’s), and.
- Assisted plan sponsors with on-going educational needs of employees through development of education plans and delivery of education meetings / webinars
- Kept plan sponsors current on regulatory updates and assisted with keeping retirement plan in compliance by partnering with TPA’s, advisors, and Voya’s operations team
- Engaged sponsors proactively by adding new services offered by Voya through delivery of annual plan review meetings with plan sponsor’s retirement committee in partnership with financial advisor
May 2007 - Nov 2013
Team & coworkers
Colleagues at Shepherd Financial, LLC
Other employees you can reach at shepherdfin.com. View company contacts for 25 employees →
DD
Drew Denny Cfp®, C(K)P, Nqpa
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
BF
Brian Feuer
Colleague at Shepherd Financial, LlcColumbus, Ohio, United States, United States
View →
MT
Megan Twyman
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
JS
Jeff Sharp
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
CK
Carson Kane
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
JM
Joe Miller
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
View →
DJ
Dave Jacocks
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
View →
VS
Valerie Scott
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
View →
JB
Jessica Bertelson
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
View →
HW
Heather Willman
Colleague at Shepherd Financial, LlcUnited States, United States
View →
Drew Denny Cfp®, C(K)P, Nqpa
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
BF
Brian Feuer
Colleague at Shepherd Financial, LlcColumbus, Ohio, United States, United States
View →
MT
Megan Twyman
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
JS
Jeff Sharp
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
CK
Carson Kane
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
JM
Joe Miller
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
View →
DJ
Dave Jacocks
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
View →
VS
Valerie Scott
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
View →
JB
Jessica Bertelson
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
View →
HW
Heather Willman
Colleague at Shepherd Financial, LlcUnited States, United States
View →
4 education records
Noel Phillips, Qka®, Cebs® education
Mba, Human Resources
B.S., Business Management/Finance
Qka
Professional Designation
Cebs
Professional Designation
FAQ
Frequently asked questions about Noel Phillips, Qka®, Cebs®
Quick answers generated from the profile data available on this page.
What company does Noel Phillips, Qka®, Cebs® work for?
Noel Phillips, Qka®, Cebs® works for Shepherd Financial, LLC.
What is Noel Phillips, Qka®, Cebs®'s role at Shepherd Financial, LLC?
Noel Phillips, Qka®, Cebs® is listed as Client Relationship Consultant at Shepherd Financial, LLC at Shepherd Financial, LLC.
What is Noel Phillips, Qka®, Cebs®'s email address?
AeroLeads has found 1 work email signal at @shepherdfin.com for Noel Phillips, Qka®, Cebs® at Shepherd Financial, LLC.
What is Noel Phillips, Qka®, Cebs®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 317, 212 for Noel Phillips, Qka®, Cebs® at Shepherd Financial, LLC.
Where is Noel Phillips, Qka®, Cebs® based?
Noel Phillips, Qka®, Cebs® is based in Greater Indianapolis, United States, United States while working with Shepherd Financial, LLC.
What companies has Noel Phillips, Qka®, Cebs® worked for?
Noel Phillips, Qka®, Cebs® has worked for Shepherd Financial, Llc, Oneamerica, Voya Financial, and Ing Us.
Who are Noel Phillips, Qka®, Cebs®'s colleagues at Shepherd Financial, LLC?
Noel Phillips, Qka®, Cebs®'s colleagues at Shepherd Financial, LLC include Drew Denny Cfp®, C(K)P, Nqpa, Brian Feuer, Megan Twyman, Jeff Sharp, and Carson Kane.
How can I contact Noel Phillips, Qka®, Cebs®?
You can use AeroLeads to view verified contact signals for Noel Phillips, Qka®, Cebs® at Shepherd Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Noel Phillips, Qka®, Cebs® attend?
Noel Phillips, Qka®, Cebs® holds Mba, Human Resources from Indiana Wesleyan University.
What skills is Noel Phillips, Qka®, Cebs® known for?
Noel Phillips, Qka®, Cebs® is listed with skills including Retirement Planning, Series 63, Series 7, Life And Health Insurance Licenses, Customer Relationship Management, 401 Retirement Savings Plans, Customer Service, and Customer Retention.
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