Rafael Lanza
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Rafael Lanza Email & Phone Number

Agent and Field Underwriter at Symmetry Financial Group
Location: United States 3 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Agent and Field Underwriter
Location
United States
Company size

Who is Rafael Lanza? Overview

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Quick answer

Rafael Lanza is listed as Agent and Field Underwriter at Symmetry Financial Group, a with 2532 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Rafael Lanza.

Rafael Lanza previously worked as Independent Trader at Self-Employed and Inside Sales Account Manager at Staples Advantage. Rafael Lanza holds Bachelor Of Arts (Ba), Economics from Rutgers, The State University Of New Jersey-New Brunswick.

Company email context

Email format at Symmetry Financial Group

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Symmetry Financial Group

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Profile bio

About Rafael Lanza

I am a Sales and Investments expert, with more than 15 years of experience in account management, risk analysis, and consultation expertise. My natural professional curiosity pushes for connecting sales growth strategies to world-class client management. My strong financial background, lending weight to business analysis, and deep analytical approach to sales cycle management, and account analysis, proving advantageous throughout recent years has resulted in my being recognized as a diligent leader who always surpassed expectations, a well-regarded professional with solid credibility.Being known as one who has a masterful ability to influence buying decisions while navigating the sales cycle guided by a moral compass, I have built and cultivated stable and thriving professional relationships with clients I had the opportunity to work with.Here are a few accomplishments throughout my corporate career:• Maintained a 32% Gross Profit Margin which equals to an additional $160K across all multimillion-dollar generating accounts.• Regained a key client’s trust and increased the new account’s revenue from $45K to $275K through a new business model.• Enhanced customer satisfaction for another key client by creating a seamless, accurate, and automated order fulfillment process resulting in a revenue growth of $80K through an improved material and marketing strategy.• Oversaw trade operations and personally executed trades, which generated annual commissions of $16M.My expertise mentioned above aided my further venture into trading and investing and honed my analytical skills and independent decision-making. My enduring passion for delivering strategic and results-driven approaches while encouraging others to flourish towards a common goal motivates me to provide organizational success. I am confident that this will make me a great contributor.If you share a similar vision! Please feel free to contact me via e-mail at LanzaEmail@gmail.com.

Current workplace

Rafael Lanza's current company

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Symmetry Financial Group
Symmetry Financial Group
Agent and Field Underwriter
swannanoa, north carolina, united states
Website
Employees
2532
AeroLeads page
3 roles · 23 years

Rafael Lanza work experience

A career timeline built from the work history available for this profile.

Agent And Field Underwriter

Current

Smithtown, New York, United States

Independent Agent dedicated to helping individuals and businesses secure their financial future with the right insurance solutions. I excel in assessing unique insurance needs, offering tailored coverage options, and building lasting client relationships.

Sep 2022 - Present

Independent Trader

Self-Employed

Smithtown, New York, United States

With a conservative and active management approach, I invested in mutual funds, ETFs, and individual stocks, traded in S&P 500 Futures and analyzed and interpreted marketplace events and overall economic conditions on a real-time basis to predict the impact of events on the pricing of these financial assets. Creatively developed and implemented risk management strategies used daily to determine entry and exit points in discretionary trades.

Inside Sales Account Manager

Through attentive account management, have continuously exceeded profits expectations. Ranging achievements from maintaining a higher Gross Profit Margin across all multimillion-dollar generating accounts, to improving and rekindling relations with key clients through progressive business solutions. Through multiple strategic client negotiations and compelling presentations, I was able to persuade a client to invest more than the targets. I improved efficiency in RFQ closing ratios from pipeline opportunities in the prints solutions segment within 6 months by streamlining program implementation cycle.

2004 - 2011 ~7 yrs
Team & coworkers

Colleagues at Symmetry Financial Group

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2 education records

Rafael Lanza education

FAQ

Frequently asked questions about Rafael Lanza

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What company does Rafael Lanza work for?

Rafael Lanza works for Symmetry Financial Group.

What is Rafael Lanza's role at Symmetry Financial Group?

Rafael Lanza is listed as Agent and Field Underwriter at Symmetry Financial Group.

Where is Rafael Lanza based?

Rafael Lanza is based in United States while working with Symmetry Financial Group.

What companies has Rafael Lanza worked for?

Rafael Lanza has worked for Symmetry Financial Group, Self-Employed, and Staples Advantage.

Who are Rafael Lanza's colleagues at Symmetry Financial Group?

Rafael Lanza's colleagues at Symmetry Financial Group include Anne Tredway, Jennifer Greathouse, Darla Bektas, Votre Reflexion, and Maika Martinez.

How can I contact Rafael Lanza?

You can use AeroLeads to view verified contact signals for Rafael Lanza at Symmetry Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Rafael Lanza attend?

Rafael Lanza holds Bachelor Of Arts (Ba), Economics from Rutgers, The State University Of New Jersey-New Brunswick.

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