Rebecca Howe

Rebecca Howe Email and Phone Number

Vice President | Client Success Manager @ LPL Financial
san diego, california, united states
Rebecca Howe's Location
New York City Metropolitan Area, United States
Rebecca Howe's Contact Details

Rebecca Howe personal email

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About Rebecca Howe

Experienced financial services professional with a successful career in broker dealer services and administration

Rebecca Howe's Current Company Details
LPL Financial

Lpl Financial

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Vice President | Client Success Manager
san diego, california, united states
Website:
lpl.com
Employees:
7900
Rebecca Howe Work Experience Details
  • Lpl Financial
    Vp, Client Success Manager
    Lpl Financial Aug 2024 - Present
  • Lpl Financial
    Avp Affiliation Model Program Development
    Lpl Financial Nov 2021 - Aug 2024
  • Prudential Financial
    Relationship Manager
    Prudential Financial May 2018 - Nov 2021
    Cultivate relationships with structured settlement consultants in order to drive sales within Prudential’s structured settlement annuity suite of products.
  • Equitable Advisors
    Investment Sales Specialist
    Equitable Advisors Mar 2015 - May 2018
    Jersey City, Nj
  • Axa Equitable
    Internal Wholesaler
    Axa Equitable Dec 2013 - Mar 2015
    Jersey City, New Jersey
  • Metlife
    Internal Wholesaler
    Metlife Jan 2008 - May 2013
    Support a territory of three thousand financial advisers with an emphasis on service to top producers.Train new and existing team members on non-proprietary variable, fixed, and equity indexed annuity products. Build and manage external vendor relationships within the Metlife Broker Dealer Group’s strategic partner program.Analyze an adviser’s book of business to identify and highlight missed sales opportunities.Counsel advisers on which mutual funds, annuities, advisory platforms, and exchange traded funds would be most suitable for their clients.Drive sales within proprietary advisory platforms by highlighting the advantages and features of the program as compared with other products.Highlights:Consistently met over one hundred percent of sales goals every quarter.Coordinator of the MetLife Investment Specialist program which places investment specialists in all sales offices to drive production and revenue.
  • Metlife Resources Group
    Associate Proposal Consultant
    Metlife Resources Group Jan 2006 - Jan 2008
    Formulate proposal offers for financial professionals to present when the company was a finalist in a bidding process.Integrate product information into Power - Point presentations with limited supervision.Analyze information from consultants to determine the appropriate products to use in a 403(b) plan that the company was bidding on.Assisted divisional marketing directors in obtaining cases worth up to four hundred and fifty five million dollars.

Rebecca Howe Skills

Sales Customer Service Marketing Microsoft Office Strategic Planning Market Research Marketing Strategy Microsoft Excel Project Management Fixed Annuities Marketing Communications Public Speaking Talent Acquisition Social Media Marketing Social Media Life Insurance Insurance Series 6 Series 63 Series 7 Sales Management Financial Services Variable Annuities Retirement Planning

Rebecca Howe Education Details

Frequently Asked Questions about Rebecca Howe

What company does Rebecca Howe work for?

Rebecca Howe works for Lpl Financial

What is Rebecca Howe's role at the current company?

Rebecca Howe's current role is Vice President | Client Success Manager.

What is Rebecca Howe's email address?

Rebecca Howe's email address is be****@****aol.com

What is Rebecca Howe's direct phone number?

Rebecca Howe's direct phone number is 190891*****

What schools did Rebecca Howe attend?

Rebecca Howe attended Ramapo College Of New Jersey.

What skills is Rebecca Howe known for?

Rebecca Howe has skills like Sales, Customer Service, Marketing, Microsoft Office, Strategic Planning, Market Research, Marketing Strategy, Microsoft Excel, Project Management, Fixed Annuities, Marketing Communications, Public Speaking.

Who are Rebecca Howe's colleagues?

Rebecca Howe's colleagues are Erin Goldberg, Jackson Petry, Jonathan Krimsley, Tab Mak, Julia Larson, Lon Lederman, Raven Broden.

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