Casey Jouaneau
Regional Internal Sales Consultant
- Role
- Regional Internal Sales Consultant at Ascensus
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Casey Jouaneau
CRPC, Series 7 & 63 Certifications • Regional Internal Sales Consultant at…
Experience
Regional Internal Sales Consultant
Jan 2017 — Present · Dresher, PA, US
Part of the Sales Organization where I am tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within my territory• Partner effectively with external sales counterparts and generate monthly sales results within an assigned geographic region in the financial advisor channel and third party administrator network to meet and exceed quarterly and annual goals• Develop and strengthen relationships with key advisors and centers of influence by using my experience and expertise to guide the advisors and clients to the best qualified 401(k), 403(b), cash balance solutions throughout the sales cycle, resulting in closed business. • Deliver sales presentations to key advisors primarily via phone and webex/zoom
Education
University of Delaware
Bachelor of Science (B.S.), Finance, General
2009 — 2013
Monmouth Regional High School
High School Diploma
2005 — 2009
Skills
- Microsoft Word
- Microsoft Excel
- Powerpoint
- Microsoft Office
- Management
- Customer Service
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