Paul Haftel
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Paul Haftel Email & Phone Number

Financial Representative, Principal Securities Registered Representative at Principal Financial Network of North Florida
Location: Jacksonville, Florida, United States 7 work roles 1 school
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Role
Financial Representative, Principal Securities Registered Representative
Location
Jacksonville, Florida, United States
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Who is Paul Haftel? Overview

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Paul Haftel is listed as Financial Representative, Principal Securities Registered Representative at Principal Financial Network of North Florida, a with 23560 employees, based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Paul Haftel.

Paul Haftel previously worked as Market Director at Globe Life Family Heritage Division and Field Director at Globe Life Family Heritage Division. Paul Haftel holds Bachelor'S Degree from University Of North Florida.

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Email format at Principal Financial Network of North Florida

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Principal Financial Network of North Florida

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Profile bio

About Paul Haftel

I’ve been in the financial services industry since 2016, after spending seven years selling supplemental insurance. My experience in insurance taught me a lot about building strong relationships and helping people prepare for unexpected events. Now, with the tools and resources at Principal®, I’m able to offer even more options to help people plan for their financial future. My goal is to continue educating individuals on how to wisely manage their money and prepare for life's various stages, particularly retirement and providing for their families.Over the years, I’ve honed my expertise in sales, training, and group presentations. These strengths enable me to communicate complex financial topics clearly, making it easier for clients to understand and make informed decisions. My ability to build rapport quickly has been key in helping me create tailored strategies that fit each client’s specific needs and goals. Ultimately, my focus is on educating individuals to ensure they are well-prepared for the future, whether that involves retirement, investments, or managing their financial goals. Outside of work, I am passionate about staying active and creative. I’m a guitarist, singer, and songwriter. I practice Brazilian Jiu-Jitsu and enjoy surfing. At home, I enjoy spending quality time with my family, which includes my girlfriend, her 13-year-old son, our 3-year-old boy.3797967-092024

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Principal Financial Network of North Florida
Principal Financial Network Of North Florida
Financial Representative, Principal Securities Registered Representative
Jacksonville, FL, US
Website
Employees
23560
AeroLeads page
7 roles

Paul Haftel work experience

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Financial Representative, Principal Securities Registered Representative

Jacksonville, Florida, United States

Paul Haftel is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Securities and advisory products offered through Principal Securities, Inc., (800) 247-1737, Member SIPC, Des Moines, IA 50392. Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company® and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Paul Haftel, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative and a member of the Principal® Financial Network. © 2024 Principal Financial Services, Inc. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

Market Director

Jacksonville, Florida, United States

As Market Director my roll has shifted into much more training and recruiting on top of selling. I still maintain my personal sales to lead from the front, as well as make screening calls, conduct interviews, hire and train sales professionals.

Jun 2021 - Jan 2024

Field Director

Jacksonville, Florida, United States

I am responsible for maintaining my personal sales, training new agents and managing a small team. I train proper skills, habits and attitude to successfully navigate the challenges of starting a career in sales.

Aug 2019 - Jun 2021

Sales Professional

Jacksonville, Florida, United States

Protecting families from financial burden when unexpected illnesses and injuries occur. We offer fully refundable supplemental insurance product to small businesses and municipalities all over Florida and Georgia. I am responsible for developing my own leads, conducting presentations and closing sales.

Jun 2016 - Jun 2019

Customer Service Specialist

Jacksonville, Florida, United States

May 2011 - May 2016

Entertainment Specialist

Jacksonville, Florida, United States

Singer / Guitarist for on sight performances.

Jun 2007 - May 2011
Team & coworkers

Colleagues at Principal Financial Network of North Florida

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1 education record

Paul Haftel education

FAQ

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What company does Paul Haftel work for?

Paul Haftel works for Principal Financial Network of North Florida.

What is Paul Haftel's role at Principal Financial Network of North Florida?

Paul Haftel is listed as Financial Representative, Principal Securities Registered Representative at Principal Financial Network of North Florida.

Where is Paul Haftel based?

Paul Haftel is based in Jacksonville, Florida, United States while working with Principal Financial Network of North Florida.

What companies has Paul Haftel worked for?

Paul Haftel has worked for Principal Financial Network Of North Florida, Globe Life Family Heritage Division, Taverna Restaurante, and Self Employed.

Who are Paul Haftel's colleagues at Principal Financial Network of North Florida?

Paul Haftel's colleagues at Principal Financial Network of North Florida include Tiara Eason, Dawn Puky, Yogesh Patil, Selena Lueck, and Wes Cain.

How can I contact Paul Haftel?

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What schools did Paul Haftel attend?

Paul Haftel holds Bachelor'S Degree from University Of North Florida.

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