Sama Shuhaibar

Sama Shuhaibar Email and Phone Number

Regional Retirement Sales Representative @ Paychex
West Chester, PA, US
Sama Shuhaibar's Location
West Chester, Pennsylvania, United States, United States
Sama Shuhaibar's Contact Details

Sama Shuhaibar work email

Sama Shuhaibar personal email

Sama Shuhaibar phone numbers

About Sama Shuhaibar

Sama Shuhaibar is a Regional Retirement Sales Representative at Paychex. She possess expertise in series 63, salesforce.com, goldmine, mutual funds, series 6 and 11 more skills.

Sama Shuhaibar's Current Company Details
Paychex

Paychex

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Regional Retirement Sales Representative
West Chester, PA, US
Website:
paychex.com
Employees:
18293
Sama Shuhaibar Work Experience Details
  • Paychex
    Regional Retirement Sales Representative
    Paychex
    West Chester, Pa, Us
  • Ws Bath Collections
    Sales And Marketing Associate
    Ws Bath Collections May 2021 - Present
    Skippack, Pa, Us
  • Bcg  Securities
    Retirement Plan Specialist / Financial Advisor
    Bcg Securities Mar 2020 - May 2021
    Cherry Hill, New Jersey, Us
  • Paychex
    Regional Retirement Sales Representative
    Paychex Dec 2017 - Jan 2019
    Rochester, Ny, Us
  • Lincoln Financial Distributors
    Internal 401(K) Sales Consultant
    Lincoln Financial Distributors Apr 2014 - Dec 2017
    Radnor, Pa, Us
    Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. - Partners with Regional Directors in the San Antonio/Austin and North Carolina metro to service financial advisors and provide retirement solutions for medium and large defined contribution plans up to 15M in assets.-Manages and prospects sales pipeline; identifies new consultants and make proactive calls to prospective plan sponsors and consultants/intermediaries to generate proposals and sales opportunities.-Acts as a liaison between the external sales director and the various internal stakeholders, such as the RFP unit, Investment Strategies Group, Pricing team, and Regional Account Managers.- Works closely with external sales directors to generate request for proposals, assist in preparing for finalist presentation and follow up on any unresolved issues to win new business.
  • Sei
    Internal Account Executive - Advisor Network
    Sei Jan 2013 - Sep 2013
    Oaks, Pa, Us
    SEI is one of the world’s largest managers of managers, and has used the most up-to-date research to anticipate changing investor needs, and create innovative solutions designed for individual and institutional investors alike. Our outsourced solutions in investments, practice management, technology and administration will save you time and differentiate you from your competition. - Supported Relationship Manager and Managing director in servicing 1,500 active advisors within a six state territory including: Pennsylvania, West Virginia, Delaware, North Carolina, Virginia and Maryland.-Managed pipeline to prospect, qualify and build new business opportunities for the territory pipeline, established and maintained ongoing relationships to increase sales- Performed investment analysis instrumental to the construction of institutional and high net worth client portfolios; created proposals and presentations to aid advisers in closing cases. - Provided strategic and tactical support, product training and client service to aid financial advisers in the conversion of new assets to SEI.
  • The Vanguard Group
    Client Relationship Associate
    The Vanguard Group May 2011 - Jan 2013
    Valley Forge, Pa, Us
    - Responsible for providing investment education and assistance with retirement planning to 401(k), 403(b) and pension plan participants.- Analyzed client needs and assisted with portfolio construction, cost basis calculations, rollovers, RMDs, QDROs and related transactions in accordance with complex IRS regulations.- Cultivated relationships with participants; identified opportunities that resulted in the transfer of over $2 million to new retail investment accounts.

Sama Shuhaibar Skills

Series 63 Salesforce.com Goldmine Mutual Funds Series 6 Hedgeportal Microsoft Excel Microsoft Word Powerpoint Relationship Management Sales Process Defined Benefit Defined Contribution Rias Sales Presentations Financial Services

Sama Shuhaibar Education Details

  • Desales University
    Desales University
    Political Science

Frequently Asked Questions about Sama Shuhaibar

What company does Sama Shuhaibar work for?

Sama Shuhaibar works for Paychex

What is Sama Shuhaibar's role at the current company?

Sama Shuhaibar's current role is Regional Retirement Sales Representative.

What is Sama Shuhaibar's email address?

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What is Sama Shuhaibar's direct phone number?

Sama Shuhaibar's direct phone number is +148458*****

What schools did Sama Shuhaibar attend?

Sama Shuhaibar attended Desales University.

What skills is Sama Shuhaibar known for?

Sama Shuhaibar has skills like Series 63, Salesforce.com, Goldmine, Mutual Funds, Series 6, Hedgeportal, Microsoft Excel, Microsoft Word, Powerpoint, Relationship Management, Sales Process, Defined Benefit.

Who are Sama Shuhaibar's colleagues?

Sama Shuhaibar's colleagues are Lauren Pietrantoni, Gina Hammons, Vicky Besse, Beth Roetker, Kasmah Wati, Ron Ware, Allison Carey.

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