Stacy W. work email
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Stacy W. personal email
I am a results focused, seasoned professional with 20+ years of leadership and sales experience. As an Agency Manager, I work closely with and support the Dallas/Fort Worth market Staff Managers who mentor and coach our financial sales force, focused on the life insurance and financial needs of our customers. Financial products and concepts can be overwhelmingly complex which is why I continually look to hire professionals who are passionate about helping others. Please contact me if you are interested in learning more about the business opportunities available at Western & Southern, or if you know someone who might be a great fit. I'd love to say hello. Please call me at: 817-583-7522; Email: stacy.wasserman@wslife.com.✔ I welcome new connections—send me a LinkedIn invitation.Securities offered through W&S Brokerage Services, Inc., Member FINRA/SIPC, a member of the Western & Southern Financial Group, Inc.(“WSFG”). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation to buy or sell securities.Third party posts found on this profile do not reflect the views of W&S Brokerage Services, Inc. and have not been reviewed or verified by W&S Brokerage Services, Inc. as to the accuracy or completeness of the content. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties.
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Agency ManagerWestern & Southern LifeTexas, United States -
Agency ManagerWestern & Southern Life Jan 2021 - PresentCincinnati, Oh, UsAt Western & Southern Life, we position ourselves as financial translators, helping to turn the complex into simple, practical financial solutions. We work face-to-face with our middle-market clients to help understand their needs and provide financial solutions designed to meet their goals. It is this personal, attentive relationship where we see opportunity that distinguishes us from our competition. In addition, our customers have come to know Western & Southern Life for its long heritage of financial stability and strength – dating all the way back to 1888. A career with Western & Southern Life is a career with purpose. It means you'll be part of a national network of financial representatives who help individuals, families, and small businesses protect what matters most to them. -
Field Sales Leader, Tarrant & Denton County MarketsAllstate Jan 2020 - Dec 2020Northbrook, Il, UsResponsible for reaching the market's business objectives for long-term growth and increased market share. Led 44 agencies to develop, grow and retain profitable agencies and adjust to changing market dynamics; Coach agents to implement solutions that optimize business results for staffing, P&C sales, training and deployment of strategies for Life & Retirement products; Coordinate home office resources for field training, including internal product wholesalers, financial specialists and external wholesalers; Prospecting for, assessment and recruiting agency candidates; Compliance oversight for independent contractors. -
Financial Sales ConsultantAllstate Financial Services, Llc Jul 2017 - Dec 2019Lincoln, Ne, UsCustomers have trusted Allstate with their protection needs for over 80 years. Many rely on us to provide life and retirement solutions that help ensure their long-term financial security. At Allstate we are committed to meeting our customers’ protection and financial needs. I am looking for established professionals like you to help ensure our customers have the best opportunity to plan for their financial futures while protecting their home, auto and possessions. -
Agency Training Manager (U.S.) | L&D Supervisor (Tx) | Certified Trainer (Life/Mutual Funds Sme)State Farm Insurance Co. Jan 2005 - Jul 2017Bloomington, Illinois, UsRecruited for return-employment to State Farm in 2005 after prior success as a top-ranked life insurance sales representative. Supported the sales development and training needs of 18,000 agents and their respective agency teams. Led 11 agency training specialists and worked cross-functionally throughout State Farm to determine training needs, developed dynamic curriculum, and delivered revenue-driving programs maximizing learner engagement and sales team success.► Sales & Product Training: Led teams in delivering acclaimed, comprehensive training via classroom and virtual distance learning spanning consultative sales and all P&C, life/health, and investment lines.► Change Management: Transitioned Texas L&D organization from a zone-specific entity to a centralized, enterprise-wide provider of sales and product training to all State Farm agents and field sales staff nationwide. Increased YOY program attendance and average training class size by 17% and 31%, respectively, while lowering cost-per-learner by 20%. ► Teambuilding: Built an A-caliber team of talented sales trainers through “Train-the-Trainer” programs and individual development plans fostering the achievement of major insurance designations for multiple direct-reports as well as the attainment of Enterprise Certified Trainer status for all team members. -
Vp, Personal Financial Services ► Consultative Sales Leadership ► Top-Ranked Revenues ► 7-Figure AumJp Morgan Chase Mar 2004 - Dec 2005New York, Ny, UsAs a VP of PFS (Personal Financial Services) with JPMorgan Chase, I served as a relationship manager responsible for retaining and deepening affluent client relationships. I cultivated enduring client accounts by building trusting relationships and leading customers through consultative discovery conversations to determine goals, risk tolerances, and investment strategies. Key Contributions:▬▬▬▬▬▬▬▬ ► Top Ranked Production: Achieved and maintained Top 10% Banker status statewide based on productivity, volume, and assets under management (AUM). ► 7-Figure Growth: Built personal book of business to $7M+ in account values. -
Life Insurance Sales Specialist ► Top 10 Sales Producer ► Expert In Annuities & Mutual FundsState Farm Insurance Feb 2003 - Mar 2004Bloomington, Illinois, UsDuring my initial tenure with State Farm, I achieved Top 10 sales ranking statewide for life insurance production. I was also distinguished as a the first Life Insurance Sales Specialist company-wide to sell variable annuities and mutual funds.
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Associate Financial Planner ► Investment Planning ► High-Net-Worth Accounts ► Risk & Roi ManagementQuest Capital Management, Inc. Jun 2000 - Feb 2003Repeatedly recognized at Quest Capital for my strengths in optimizing returns while mitigating risks for affluent clients. I created and implemented wealth management and investment plans for high-net-worth customers with account valuations ranging from $1M to $20M.
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Registered Representative ► Series 7/6/63 Licensure ► Multimillion-Dollar Portfolio & Aum OversightErnst & Young Jun 1997 - Jun 2000London, GbServed as a highly trusted and respected customer relationship representative to clients, custodians, money managers, and national headquarters. I provided asset allocation preparation and portfolio development, managing portfolios totaling $50M in AUM.
Stacy W. Skills
Stacy W. Education Details
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The University Of Texas At ArlingtonPolitical Science With Specialization In Legal Research -
American Assoc. For Long Term Care Ins.Long Term Care Designation
Frequently Asked Questions about Stacy W.
What company does Stacy W. work for?
Stacy W. works for Western & Southern Life
What is Stacy W.'s role at the current company?
Stacy W.'s current role is Agency Manager.
What is Stacy W.'s email address?
Stacy W.'s email address is ff****@****ife.com
What schools did Stacy W. attend?
Stacy W. attended The University Of Texas At Arlington, American Assoc. For Long Term Care Ins..
What are some of Stacy W.'s interests?
Stacy W. has interest in Animal Welfare, Children, Education.
What skills is Stacy W. known for?
Stacy W. has skills like Insurance, Life Insurance, Financial Services, Property And Casualty Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Long Term Care, Retirement, Leadership, Series 63, Sales.
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