Bonnie Celia
Associate Director, Financial Advisor, Registered Principal, & Mdrt Status @Transamerica Agency Network
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WORK HISTORY
Associate Director, Financial Advisor, Registered Principal, & Mdrt Status @Transamerica Agency Network
Wilmington, NC, US
As an Associate Director for Transamerica Agency, I coach a sales team focusing on recruiting, training, and development. I am responsible for driving sales performance of the team, generating new business, while providing high quality service. As an Investment Advisor Representative for Transamerica Financial Advisors, I provide personalized financial advice and investment management services to my clients. I create tailored investment plans and strategies as well as accessing existing investments for optimalization.
EDUCATION
Walden University
Master's Degree, Organizational Leadership
American College
Designation, Retirement Income Certified Professional
American College
CLU Chartered Life Underwrting, CLU
ABOUT BONNIE CELIA
Source and attract talented individuals to fill career positions in the Greater Wilmington and Myrtle Beach area.Responsible for training, coaching and developing financial representatives in order to achieve individual growth. Motivate and inspire, communicate and transfer skills, execute prospecting programs including small business strategies, as well as coaching in order to achieve success. Generate sales and work with clients to help meet their financial goals. Responsible for providing individuals, families, and business owners with sound advice regarding their financial planning and investments. Meet individually with clients in order to determine their personal financial roadmap. My process is to understand my client’s needs and objectives, providing recommendations, implement plan, and consistently monitor their plan. Services include investments, insurance coverage, and retirement. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation to buy or sell securities.
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