Stephen Sweeney Email & Phone Number

Greater Minneapolis-St. Paul Area

Golden Valley, Minnesota, United States

Greater Minneapolis-St. Paul Area

Led a team of 12 onshore analysts and responsible for 30 offshore analysts managing Tier 2 escalations for all types of payouts from both Allianz Life's Fixed and Variable Annuities.

Minnetonka, Minnesota

Lead and manage the Agent On-Boarding group which contracts, licenses and appoints agents selling UHC Medicare Solutions products.

Played critical role as a liaison in the facilitation of open dialogue between the corporate office and the national sales force on a wide variety of corporate projects and initiatives. Provided first contact support for field leadership and staff regarding new program offerings, policy changes, and field restructuring efforts. Created new systems and tools to expedite the collection of feedback and provided pre- and post-implementation support.

Led a team of 30 administrative professionals located across an 8 state region. Conducted the employee onboarding process and created training procedures to build a professional, organized and flexible support team capable of handling all administrative and sales support activities.

Managed all administrative functions for a successful Certified Financial Planner (CFP) with over $100 million in assets under management and over 500 investing clients.

Bsba, Business

Bachelor Of Science, Business Administration-Organizational Communication And Management

General Securities Representative License, Series 7 Uniform Securities State Law Examination, Series 63