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Registered RepresentativeMost of my career (28 years) has been with Allianz Life in some capacity. The last 4 years I was with Allianz owned entities in GamePlan Financial and TruChoice Financial. These marketing organizations had several FMO's that had come together as one. I worked closely with all the internal wholesalers around call coaching, leveraging value, practice management training events and much more concepts all designed with the financial professional in mind. I have also presented and facilitated at many training events, passing along sales strategies, concepts and stories in an effort to help the financial professional grow their business.I've completed call training programs such as, Sales Path which was designed to enhance skills for phone sales representatives and became a certified coach for this program.Completed Integrity Sales training program which focuses on phone sales skills.If interested in discussing opportunities, please contact me at 763-772-5176
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Senior Annuity Sales ManagerAnnuity.OrgClearwater, Fl, Us
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Director Of Annuity SalesUniversal Financial Consultants Sep 2021 - PresentClearwater, Florida, United StatesThis is the opportunity to help a great organization grow their annuity production. We're one of the top Premium Finance/Life Insurance IMO's in the country with an A-Z process. Now, we will be adding to that buy enhancing the experience for the advisors/agents on the annuity side of the business! -
Director Of Sales And Business DevelopmentUniversal Financial Consultants Sep 2021 - PresentClearwater, Florida, United States
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Sr. Sales DirectorPimsco Jun 2020 - Sep 2021St. Petersberg, FlWe are a multi lines Field Marketing Organization that has a heavy focus in the Medicare market. The key is to generate as much residual income as you can and assist clients with all of their needs! PIMSCO is family run and operated for over 30 years, our President/Owner is also in the field bringing his expertise to our producers. -
Senior Vice President - Annuity Sales And Advanced StrategyTruchoice Financial Feb 2019 - Dec 2019Minneapolis & Se U.S.Worked with over 50 internal wholesalers/marketers around Practice Management training for financial professionals. Facilitated and presented at 20+ events through the year. Developed processes and strategies for efficient follow up. Leveraged sales techniques and concepts to help financial professionals in their sales process. -
Senior Vice President - Annuity Sales And Advanced StrategyTruchoice Atlanta Aug 2016 - Feb 2019Woodstock Ga And West Palm Beach FlHead up internal annuity sales team. Advanced call training, product positioning, value ad marketing along with all aspects that help our producers grow their business.Call coaching was the emphasis along with campaign strategies, contests, promotions and activity tacking to help increase production. Built relationships with smaller marketing organizations to assist in their growth.
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Director Of Annuity SalesAllianz Life Aug 2009 - Jul 2016Eastern Half Of U.S.Started out with the SE territory and was pulled into the entire Eastern half of U.S. Worked with field marketing organizations/IMOs and their sales teams around retirement products and sales concepts. These assisted the financial professionals in their sales process. Did presentations all over country around retirement strategies and income planning. Product training, call coaching and value ad marketing was also a focus. Top down connectivity with AFMOs and new ideas for them to work better with their advisors and insurance professionals.Worked many sales conferences bringing above concepts, ideas and strategies to the table. -
Sr. Sales TrainerAllianz Life Jul 2006 - Jul 2009Developed training curriculum for internal sales team at Allianz Life. Facilitated training for internal wholesalers around products, concepts and ideas for approaching financial professionals in the financial services industry. Worked with external customers, FMO’s, IMO’s and their wholesalers/marketers via conference calls, webinars and video conferences. Delivered key concepts and sales stories on how to help their financial professionals in the retirement aspect for their clients.
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Call Center ManagerAllianz Jun 2000 - Jun 2006Greater Minneapolis-St. Paul AreaManaged phone sales and support representatives around Allianz products and value propositions.Menoring, training, and developing skills to get them to the next level.Created a fair and motivating reporting system to identify strengths and weekness in a timely manner. -
Sales And Marketing RepresentativeAllianz Life Feb 1996 - Jun 2000Greater Minneapolis-St. Paul AreaMade proactive phone calls to contracted Insurance agents and financial professionals around Annuity and life insurance products.Created call campaigns and structured my book of producers in an effort to increase sales.Mentored less experienced marketers and was a floor information specialists.Made an average of 100 dials out per day with an average of 30 live conversations.
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Senior Claims ExaminerAllianz Life Oct 1991 - Aug 1996Greater Minneapolis-St. Paul AreaProcessed annuity and life insurance death claims. Worked mostly with insurance agents and their clients around claim settlements. Explaining options to receive death benefits for beneficiaries.
Scott Saffe Skills
Scott Saffe Education Details
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Business
Frequently Asked Questions about Scott Saffe
What company does Scott Saffe work for?
Scott Saffe works for Annuity.org
What is Scott Saffe's role at the current company?
Scott Saffe's current role is Senior Annuity Sales Manager.
What is Scott Saffe's email address?
Scott Saffe's email address is sc****@****ife.com
What is Scott Saffe's direct phone number?
Scott Saffe's direct phone number is +176377*****
What schools did Scott Saffe attend?
Scott Saffe attended University Of Minnesota.
What skills is Scott Saffe known for?
Scott Saffe has skills like Fixed Annuities, Insurance, Series 6.
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