Carole Nelsen Perchal

National Product Line Wholesaler @Mutual of Omaha

Fort Myers, FL, US
EMAILS
c••••••••@mutualofomaha.com
MOBILE NUMBERS
+14•••••••28

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WORK HISTORY

Sep 2023 — Present

National Product Line Wholesaler @Mutual of Omaha

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EDUCATION

1989 — 2004

University of Nebraska at Omaha

Bachelor's degree, Psychology

SKILLS

RetirementTraining401kEvent PlanningRetirement PlanningMarketingRelationship Building

ABOUT CAROLE NELSEN PERCHAL

I like to help people. There\'s nothing better than knowing that you helped someone. Financial Advisors help people for a living. I provide training & support for financial advisors so that they feel confident helping their clients reach their goals. It\'s an awesome job & I\'m glad I get to do it. I\'m lucky to get to work with veteran advisors & people just getting into this business to help them be successful. It\'s very rewarding to develop those relationships & watch advisors have a great career.I have a special interest in helping advisors with small business retirement plans, retirement income planning & the overall financial literacy of our population. When I\'m not working, I enjoy spending time with my husband & our dog, traveling, gardening, & slowly remodeling our house.

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