Tom Mcneela, Fscp work email
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Tom Mcneela, Fscp personal email
Senior executive with over 25 years of experience that spans multiple financial services product lines and distribution channels. Comprehensive understanding of annuity and insurance product design and development combined with a proven ability to lead distribution and operations teams to significantly exceed goals. Broad experience as a people leader and collaborating with other leaders to achieve results. Specialties: Sales training, learning design, relationship building, account management, presentation abilities, financial product and technology platform knowledge.
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National Sales ManagerRetireoneGolf, Il, Us
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Chief Ria Solutions OfficerRetireone Oct 2022 - Present
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Senior Managing Director Of Sales And ServiceRetireone Mar 2022 - Oct 2022
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Senior Manager Sales TrainingAllstate Financial Services, Llc Jul 2013 - Oct 2021Northbrook, Ilo Led three teams responsible for onboarding & developing financial advisors across the countryo Developed and delivered training presentations, eLearning courses and videoso Coached new producers on how to assimilate to Allstate and grow their practiceso Created and trained on sales processeso Planned and executed advisor conferences on a national levelo Led product and technology launcheso Served as Product Owner for agile technology development project -
Education Consultant/Sales TrainerAllstate Financial Services, Llc Mar 2011 - Jul 2013Northbrook, IlWholesaler Trainingo Life Insurance & Annuity product trainingo Illustration software trainingo Consultative Sales Positioning / Role Playo Created, administered and analyzed results of assessments for External and Internal Wholesalerso Developed customized learning plans based on individual wholesaler needso Developed training materials, such as sales ideas, case studies & illustration sample cases
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External WholesalerAllstate Financial Services, Llc Oct 2006 - Feb 2011As an External Wholesaler, I was responsible for driving sales of annuities, life insurance and mutual funds within the Allstate Agency distribution channel. I traveled throughout my 5-state territory giving presentations to producers and customers.
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Operations Division ManagerAllstate Financial Mar 2004 - Sep 2006Managed an Annuity Operations Department. Three managers reported to me who each had teams of 12 analysts and processing specialists. We owned the relationship for all of the wirehouse and bank back offices, and we facilitated billions of dollars worth of fixed and variable annuity business annually.
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Unit Manager/Sr Unit ManagerAllstate Financial Services, Llc Mar 1997 - Feb 2004Managed team of annuity call center representatives and processing specialists.
Tom Mcneela, Fscp Skills
Tom Mcneela, Fscp Education Details
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Business Communications -
Loyola Academy
Frequently Asked Questions about Tom Mcneela, Fscp
What company does Tom Mcneela, Fscp work for?
Tom Mcneela, Fscp works for Retireone
What is Tom Mcneela, Fscp's role at the current company?
Tom Mcneela, Fscp's current role is National Sales Manager.
What is Tom Mcneela, Fscp's email address?
Tom Mcneela, Fscp's email address is fs****@****one.com
What schools did Tom Mcneela, Fscp attend?
Tom Mcneela, Fscp attended The University Of Kansas, Loyola Academy, Depaul University.
What skills is Tom Mcneela, Fscp known for?
Tom Mcneela, Fscp has skills like Financial Services, Mutual Funds, Life Insurance, Indexed Annuities, Fixed Annuities, Variable Annuities, Insurance, Sales, Management, Selling, Series 63, Series 6.
Who are Tom Mcneela, Fscp's colleagues?
Tom Mcneela, Fscp's colleagues are Brent Richey, Foster Grant, Michelle Ford, Karen Chang, Eric Speece, Carina Gallo, Will Cummings.
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