Rick Katz Email & Phone Number

St. Louis, Mo, Us

Transitioning from employment to retirement can be challenging, exciting, intimidating, and timely. For federal employees, there are so many issues to navigate. When can I retire? Can I duplicate my paycheck? What happens to my benefits? In fact, we believe there are 11 Key Issues to be considered. Our team will help you navigate the rules and choices you can make to ensure the best outcome. Our 4KAST report will provide you the answers and guidance you seek.

Lakewood Ranch, Florida, Us

FBIC stands as the leading resource for information and actionable education for Federal Employees regarding their Benefits. Knowing where you stand today, as well as where you will be when making critical retirement decisions, is essential in ensuring your life unfolds as you picture it. By providing each employee a personalized Comprehensive Annual Benefits Summary, it changes the "what if" to "when" through actionable data and info.

New York, New York, Us

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. As a Partner, my responsibility was to attract, recruit and onboard new agents.Description of agent activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service.

New York, Ny, Us

Leveraged in-depth knowledge of assisting clients throughout the financial planning process to develop and institutionalize customized training content across diverse modules to educate life wholesalers, agencies and producers on best practices across the sales and client development process, facilitating exponential revenue growth and driving customer loyalty. Designed the Business Development Institute from the ground up to provide strategies for client development and practice growth across five key areas (Prospecting, Meetings, Competence, Closing, and Advanced Concepts) through a process-driven approach.

New York, Ny, Us

Sourced, developed, and retained key talent, with accountability over a staff of over 150 financial professionals and wholesalers across multiple states and distribution channels, focusing on continuous team growth and employee engagement. Provided detailed training and guidance best practices in client interactions and educating producers on how to uncover customers’ long-term financial objectives. Established a track record of decreasing employee attrition by cultivating a positive corporate culture and providing direction to all producers, thereby retaining 167 of 200 agents hired.

Maryland Heights, Missouri, Us

Served as agency co-owner to expand the footprint of organization through increased sales revenue and hiring more representatives. Recruited, interviewed, onboarded, and trained a new staff, including three top managers, ensuring alignment with industry and organizational best practices. Developed operational guidelines and processes to optimize service delivery to clients, enabling them to achieve financial objectives.

New York, Ny, Us

Created and implemented practice development programs to assist over 100 direct reports across four locations, spanning Kansas City, Omaha, Wichita, and St. Louis to improve productivity and exceed key performance metrics utilizing a process-oriented, actionable approach.

Retail insurance agency specializing in cost-effective individual health insurance programs, Loss of Income coverage and Life insurance. We also introduce employers to voluntary benefits for their employees as a method of serving their team without incurring more costs. We help ATTRACT, RETAIN and IMPROVE PROFITABILITY. As we are in a growth mode, candidates interested in a professional sales or sales management role should contact us immediately. As a small business owner or entrepreneur that pays for your own health insurance, we invite and encourage you to contact us to spend just a short time to potentially save thousands of dollars.

Developed and lead a national sales and marketing efforts for multiple Program Marketing initiatives. Responsible for Regional Vice Presidents, extensive staff, management and diverse $100+ million book of business made up of alternative markets, small commercial and workers compensation.

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Hong Kong, Central, Hk

Hong Kong Sar, Hk

Plymouth, Gb

Bachelor Of Business Administration (Bba), Insurance / Business Law

Risk Management / Insurance