Scott Westfall Email and Phone Number
Scott Westfall work email
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Scott Westfall personal email
Securities and Insurance Professional with over 20 years of experience. I have worked with a broad spectrum of product lines including Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Indexed Universal Life and Linked Benefit Products. I have had many roles in the industry, the most recent being Head of Independent Sales and Annuity Development.I am an individual that not only brings product knowledge and service expertise to clients, but I have also delivered value added programs like Practice Management and Business Development programs for Indexed Universal Life and Linked Benefit products. I am a resource to help train advisors on how these products work, not just the features and benefits of the ones we represent. My recent roles aren't direct with the advisor most days, but as someone that creates the messaging on what my organization does and the latest information for our industry and the product lines we represent.Specialties: Strategic Planning, Tactical Execution, Sales Management, Strategic Relationship Building
Independent Planners Group, Llc
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Independent Planners Group, LlcPhoenix, Az, Us
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Life Sales DirectorIndependent Planners Group, Llc Mar 2023 - PresentScottsdale, Arizona, UsUsing 20+ years of knowledge in the Brokerage and IMO industry to further an advisor or sub-BGAs expertise in Life Insurance, ABLTC, Annuities and more. My primary goal is to provide the best client solution along with the best advisor experience and to continue improving what this industry has to offer. -
Head Of Independent Brokerage And Annuity DistributionCovr Financial Technologies Mar 2022 - Nov 2022Hartford, Connecticut, UsCharged in building out the Brokerage model and SaaS within the Independent Space. It was an amazing experience and it taught me so much. It was an interesting time, with unlimited opportunities to make things easier for both advisors and consumers to obtain the coverage needed and allow the advisor to build lifelong relationships with their clients. My only wish is that we could have continued down this path and build more in the Independent Channel. -
Director, Sales And Marketing ExcellenceIndependent Planners Group Jul 2018 - Apr 2022Scottsdale, Arizona, UsResponsible for working closely with staff from all products lines including life insurance, annuities, long term care insurance and disability insurance to create and implement comprehensive policies and programs related to marketing and communications. This includes the development of marketing collateral and ensuring deadlines are met and communications are distributed in a timely manner to advisors. At Independent Planners Group we strive to keep our advisors abreast of the latest tools and resources from our carrier partners, which means consistent communication and constantly evolving marketing plans.
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Sales Vice PresidentNorth American Company For Life And Health Insurance Jan 2016 - Apr 2018Chicago, Il, UsResponsible for growing Indexed Universal Life and other life insurance product sales throughout the south from New Mexico to Alabama including Tennessee, Oklahoma and Arkansas. At North American we strive to work with Partner Agencies to increase overall sales, profiting both the North American the partner agency, but most importantly making sure we provide the overwhelmingly needed life insurance and retirement protection coverage to millions of individuals in this country. -
Regional Vice PresidentGenworth Jun 2004 - Dec 2015Glen Allen, Virginia, UsResponsible for growing Indexed Universal Life and Linked Benefit sales in the Southwest Region including TX, OK, NM and AZ. -
Licensed Financial SpecialistWells Fargo Advisors, Llc (Formerly Wachovia Securities, Llc) Jun 2003 - Jun 2004San Francisco, California, Us- Sorted internal book of business to prospect for bank and investment products candidates.- Performed in-depth customer needs assessment to ascertain clients’ unperceived needs.- Educated clients on investment options designed to meet financial expectations including mutual funds, fixed and variable annuities.- Teamed with professional partners to meet client goals in investments, mortgages, life insurance and small business.- Developed personalized investment strategies tailored to client objectives. -
External WholesalerIndymac Bank Jun 2000 - Aug 2001Us- Successfully managed a multi-state territory rotation providing consistent product wholesaling support, and exceeded business objectives of $10 million per month in consumer mortgages.- Guided mortgage brokers on the structure and terms of loans for their prospective clients and met with clients to describe loan application process when necessary.- Promoted on-line loan pre-approval system designed to increase broker revenues by decreasing underwriting reviews which reduced closing requirements thereby lessening loan settlement duration.- Assisted underwriting with collection of conditions on loan packages and settlement statements.- Fielded and responded to inquiries regarding loan closing packages with settlement agents.
Scott Westfall Skills
Scott Westfall Education Details
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Virginia Commonwealth University - School Of BusinessFinance
Frequently Asked Questions about Scott Westfall
What company does Scott Westfall work for?
Scott Westfall works for Independent Planners Group, Llc
What is Scott Westfall's role at the current company?
Scott Westfall's current role is Making insurance a priority, and saving financial lives from a disaster..
What is Scott Westfall's email address?
Scott Westfall's email address is sw****@****-us.com
What schools did Scott Westfall attend?
Scott Westfall attended Virginia Commonwealth University - School Of Business.
What are some of Scott Westfall's interests?
Scott Westfall has interest in Civil Rights And Social Action, Politics, Education, Environment, Human Rights, Animal Welfare.
What skills is Scott Westfall known for?
Scott Westfall has skills like Insurance, Fixed Annuities, Underwriting, Life Insurance, Retirement Planning, Mutual Funds, Financial Services, Series 63, Retirement, Sales, Loans, Sales Management.
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