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 efficient and simple to understand inside Employer facilities. Such as Hillsborough, Manatee, Pinellas County School Districts and area Colleges. Offering employee group life and disability benefits to business and individuals with emphasis on advisory services, asset management, brokerage services, retirement planning, estate planning, wealth management, and portfolio analysis monitoring.

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 to meet or exceed company goals.

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, counseling on asset appreciation, risk tolerance, time horizons and asset retention. Key Contributions:Maintained $300M in investment value and added an additional $10M through expert management of 585 clients and strong referral network.Earned prestigious ‘Achiever’ award for generating high sales revenues.

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 clients and representatives. Held weekly training programs and orientated new hires on product portfolio.Key Contributions:Produced $60M in revenues, achieving 110% of business product goals.Earned a spot on advisory council and leadership council.

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 strategies, gaining a thorough understanding of financial product portfolio and coaching team to meet goals. Administer benefits programs for employees. Manage implementation and enrollment of Group Health, Life, Disability, Employee Benefits, 401(a), 401(k), 403(b) and 457(b) to employers. Present information to senior staff administration on product performance. PEO experience with employers and business community.

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 administration, providing detailed reporting of sales, projects and revenue and conducting business development. Maintain ongoing contact with customers for proper feedback and increase opportunities for repeat business and referrals.

Business Administration

Business Administration

Education record

Education record