Alan Schuh

About Alan Schuh

In my dynamic tenure as a Vice President within the financial services sector, I have…

Experience

1. Independent Sales Executive

   Swiftbooks.Ai

   Jan 1997 — Present · Miami-Fort Lauderdale, FL, US

   At Alan Schuh & Associates, a distinguished presence in the financial services realm, I proudly held the mantle of President. My role was pivotal in cultivating and nurturing client relationships, crafting inventive sales and marketing strategies, and propelling financial performance across diverse divisions and territories. Through adept recruitment and mentorship, I cultivated high-performing teams, solidifying our market stance and client connections. Key accomplishments include surpassing $5 million in annual sales within five years through strategic alliances and inventive marketing approaches, orchestrating lucrative senior citizen workshops to bolster market share, spearheading public workshops attended by over six hundred individuals, thus bolstering brand presence, and clinching esteemed sales awards, alongside membership in the Million Dollar Roundtable, affirming excellence in performance.Career Note: Throughout my career, I\'ve embraced each opportunity as a chance to learn, grow, and innovate. From the inception of Alan Schuh & Associates to my tenure at State Mutual / Allmerica Financial and National Life Group, I\'ve approached each role with dedication and a relentless pursuit of excellence. My journey is marked by a commitment to fostering meaningful connections, driving sustainable growth, and delivering tangible results. As I continue to evolve and adapt in an ever-changing business landscape, I remain steadfast in my passion for driving transformative change and creating lasting impact.Technical Skills:Microsoft Windows/Microsoft OfficeGoogle SuiteSlackZoomSalesforce CRMHubSpot CRMDatabasesSWOT AnalysisA/B TestingEducation:Bachelor of Business Administration in Marketing and Finance | Florida International University | Miami, FLTraining and Licenses:Leadership and Sales Training, Griffin HillLife & Health Insurance License

Education

• Florida International University

  Bachelor’s Degree

Skills

• Wealth Transfer
• Investments
• Wealth
• Strategy
• 401k Rollovers
• Entrepreneurship
• Team Building
• Management
• Investment Advisory
• Baby Boomer Retirement
• Equity Trading
• Fixed Annuities
• Business
• Insurance
• Day Trading
• New Business Development
• Financial Advisory
• Social Media
• Online Marketing
• Sales Management
• Iras
• Wealth Management
• Social Media Marketing
• Coaching
• Ira Rollovers
• Small Business
• Retirement Planning
• Strategic Planning
• Business Planning
• Selling
• Marketing Strategies
• Life Insurance
• Finance
• Retirement
• Public Speaking
• Estate Planning
• Swing Trading
• Marketing
• Fundraising
• Marketing Strategy