Scott Zoellner Clu® Ricp Email & Phone Number

Mentoring, not managing, is the most rewarding use of the knowledge I have gained in my career. Too many insurance companies restrict their training to the products and services they offer. Nearly all our clients have broader and more holistic needs.Your company's products and services must be mastered for their proper application. But beyond that you need working relationships with providers of other services. There are appropriate and resourceful ways to develop them. There is also a professional and welcome way to assure your best clients bring their best referrals to you...being an Advisor that your clients share with others. As a results oriented wealth management industry professional, with extensive sales and marketing experience, I've become highly skilled at developing strategies for successful sales results. I have recruited, trained, and motivated financial advisors, as well as provided holistic financial solutions to prospects and clients alike. As a mentor and manager, I recruited and trained financial advisors. I taught product design, case development, target marketing, word crafting, and prospecting.* Total Account Development* Finding the Sale* Product and Illustration Design* Case Design Coaching* Sales and Business Planning* Market and Territory Development

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  University Of Wisconsin-Eau Claire

  Music Education