Allen Cohen
Retirement Sales Consultant at Commonwealth Financial Network
- Role
- Senior Reitement Sales Consultant at Commonwealth Financial Network
- Location
- Quincy, MA, US
- LinkedIn followers
- 500 followers
About Allen Cohen
Accomplished Senior Retirement Services Expert with over 20 years of Integrated Total…
Experience
Senior Reitement Sales Consultant
Commonwealth Financial Network
May 2015 — Present · Waltham, MA, US
As part of Commonwealth\'s Wealth Management Team, I am tasked with assisting Commonwealth Financial Advisors with growing and retaining their retirement practices. In this capacity, I work with multiple vendors to screen products and services along with investments to help advisors meet their retirement needs. These include benchmarking investments, administration and participant education. Help Commonwealth advisors choose the proper retirement vehicle for their clients or when necessary assist with RFP bids or opportunities.
Skills
- Series 6
- Mutual Funds
- Relationship Management
- Outsourcing
- Manage Client Relationships
- 401(K) Retirement Savings Plans
- Financial Services
- Crm
- Securities Regulation
- Securities
- Series 63
- Retirement Planning
- Investments
- Defined Benefit
- Strategy
- Business Relationship Management
- 401k
- Employee Benefits
- Retirement
- Series 7
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