Sal Sofia Email and Phone Number
Sal Sofia personal email
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I leverage over 35 years of investment, financial and estate planning experience along with my extensive knowledge of senior care solutions to provide high value-add services to my clients and partners.I am also the CEO of Affinity Wealth Concepts where we specialize in generational wealth building, asset protection, and lifestyle security. I have developed customized insurance, financial planning, and accumulation products that match the specific needs and goals of individuals, executives, and companies. My mission is to help people prepare for the inevitable threatening situations that can destroy what they have and planned for.As an estate planning trainer at Affinity Wealth Concepts LLC, I help real estate professionals become proficient in estate planning to maximize their lead generation and add supplemental income. I am licensed in life insurance, Medicare, annuity, property insurance and hold a FL. real estate license.
Affinity Wealth Concepts Llc.
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President, Multi-Marketing Agency For Insurance And Real Estate AgentsAffinity Wealth Concepts Llc.Delray Beach, Fl, Us
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FounderThe Family Realtor™ Aug 2024 - PresentRealtor centric estate plan facilitation marketing and lead generation program.
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Estate Planning Administration (For The Real Estate Industry)Affinity Wealth Concepts Llc. Jan 2023 - PresentDelray Beach, Fl, UsTraining Real Estate professionals and Notaries to become proficient in Estate Planning to maximize their lead generation and add supplemental income through generational planning and a continuum of sales. -
Ceo. / Independent AdvisorsPalm Beach Prosperity Group Mar 2021 - PresentGenerational Wealth Building, Asset Protection, Lifestyle Security -
Realtor®Exp Realty, Llc Mar 2010 - PresentBellingham, Wa, Us -
Executive Vice PresidentLegacy Concierge Mar 2020 - Mar 2021Santa Fe, New Mexico, Us -
Director Of Financial ServicesNationwide Financial / Celedinas Insurance Group 2003 - 2007Columbus, Ohio, UsFinancial Services and Insurance Consultant serving the high net-worth client group for one of the oldest and largest privately held insurance brokerage firms in America focused on the complex needs of the affluent clientele. Perform advanced financial, insurance and estate evaluation, risk management solutions and employee benefits services to businesses and individuals, with particular expertise in working with high-net worth individuals and families. Develop new commercial account clients and cross sell all agency products. Created agency training systems and protocols for CSR's and producers for multi-lines cross sale to Life, LTC, DI and other financial products. Strategic marketing systems that developed new relationships increasing business retention and driving new business into the agency book. -
Wealth Manager, Insurance AdvisorNorthwestern Mutual Sep 1999 - Nov 2003Milwaukee, Wi, UsTeam leader and director of agency unit in career agency system. Field underwriting training, underwriting, case design, illustration support, prospecting strategies, sales closing support.Rookie of The Year Award 2000 -
Managing Director, Agency OperationsMetlife Financial Services Jun 1991 - Sep 1996New York, Ny, UsResponsible for profitable agency growth in terms of insurance production, agency producer retention, premium growth, lapse and persistency rates. Led agency in region for recruiting, sales volume. Presidents Conference, Leaders Club, Agency Growth Award, MDRT agency qualifiers. -
Insurance AgentMetlife Sep 1988 - Oct 1990New York, Ny, Us
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Retail Store ManagerCrazy Eddie Inc Sep 1986 - Dec 1988 -
National Service ManagerPentax Medical Americas (Pentax Precision Instruments) 1985 - 1986Led a team of Fiber-optic Endoscope technicians, Administrative Assistants, and National Sales Reps as Company National Service Manager. Responsible for swift repairs and returns of all company endoscopes, coordination of returns and relationship building and support of physicians needing Pentax Endoscopes in excellent working condition to be used on their patients.
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Sales ExecutiveDolly Madison Ice Cream May 1981 - Aug 1984 -
Service ManagerCrazy Eddie Inc Sep 1975 - Jun 1980
Sal Sofia Skills
Sal Sofia Education Details
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Herbert H. Lehman CollegeGeneral
Frequently Asked Questions about Sal Sofia
What company does Sal Sofia work for?
Sal Sofia works for Affinity Wealth Concepts Llc.
What is Sal Sofia's role at the current company?
Sal Sofia's current role is President, Multi-Marketing Agency For Insurance and Real Estate Agents.
What is Sal Sofia's email address?
Sal Sofia's email address is sa****@****ail.com
What schools did Sal Sofia attend?
Sal Sofia attended Herbert H. Lehman College.
What are some of Sal Sofia's interests?
Sal Sofia has interest in Inform And Teach All Matters Financial, Insurance And Economic, Host Whvw Am, Wkip Fm Ny Financial Talk Show, Legal, Radio Show Producer.
What skills is Sal Sofia known for?
Sal Sofia has skills like Leadership, Estate Planning, Financial Advisory, Public Speaking, Fixed Annuities, Insurance, Retirement Planning, Sales, Financial Planning, Iras, Investments, Business Development.
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