Vince Spallone Email & Phone Number

Providing clients tactical solutions and assist them in achieving their retirement and financial goals and objectives, specializing in the area of Wealth Accumulation, Investment Planning, and Retirement Planning with building long term relationships and exceeding client’s expectations. Consistently offering products and services that are innovative, tax.

Offer suite of financial services products to Education, Healthcare, State Employees, to organize their specific financial goals and objectives.

Develop sales and marketing plans to achieve sales quotas through knowledge of the business environment in which products and services are providied. Establish a synergistic environment to communicate expectations to the staff improving work ethics, committed business plans and enhanced objectives to successfully manage large responsibilities.

Work with Siemens and clients daily to increase sales volumes and excel in customer satisfaction. Run lunch and learn with sponsors to educate and market new products at various locations. Work with companies in the UK, Egypt, and Australia in addition to manager of an on-line company. Daily management of professional sales staff of 30 and provide guidance.

Portfolio Advisory Service client manager.

Fortune 500 financial services and product provider; Grow business revenues and profitability by increasing client base and maintaining exemplary customer satisfaction. Strengthen client investment portfolios through needs analysis, research of leading market indicators and strategic planning. Advise clients on investment and financial opportunities.

Investor Center WholesalerBuild high-performance, 40-person branch representative team through training, sales and product support. Monitor sales goals and performance to achieve company objectives. Drive placement of Fidelity products and services within assigned territory, meeting regularly with clients. Orchestrate seminars and group meetings for.

Managed designed territory and implememted 401(k), 403(b), 457(b), deferred compensation, Retirement Plans

Fortune 100 financial services, products and insurance provider; Grew territory and developed business by recruiting, training and managing 32-person account executive team. Evaluate business owners and senior staff administrators within the healthcare and education industries. Exceeded sales quotas and met business objectives by authoring sales.

Insurance Agency provider of Property, Casualty, Life, Health, and Financial Services.; Building strong relationships with current and prospective customers with implicit trust and by helping them make their own buying decisions with group health, life, dental, disability insurance that were employer sponsored. Assisted in enrollment and plan.

Business Administration

Business Administration

Education record

Education record