Chris Greenwold
Financial Representative
- Role
- Financial Representative at COUNTRY Financial®
- Location
- Champaign, IL, US
- LinkedIn followers
- 500 followers
About Chris Greenwold
I help people who have an employer or own a small business develop a plan to protect what they have today and plan how to meet their financial goals down the road. What my clients tell me is that by having a plan to achieve their goals and dreams, it allows them to focus their time and energy on the things they enjoy, keeping their family, friends, and hobbies at the forefront while acting out their plan for the future in the background.If I am not in the office, you can either find me driving children between piano, sports, and tumbling or at the YMCA!Specialize in-Personal insurance: Home, auto, umbrella, life, disability, and health -Business insurance: General liability, workers compensation, commercial umbrella, and bondsExperienced in-Business to business sales-Buy sell agreement funding-Special needs trust funding-Business continuation planning-Debt elimination-Budget planning
Experience
Financial Representative
Dec 2009 — Present
Work with clients to find solutions to their insurance and financial needs.Daily activities include-Creating an enjoyable and service driven environment for our team-Generating, reviewing, and updating financial security plans for clients and prospects-Meeting with clients to review plan updates and life changes
Education
Illinois State University
Bachlors
2004 — 2006
Parkland College
Associates of Science
2001 — 2004
Skills
- Sales Management
- Life Insurance
- Finance
- Management
- Team Building
- Long-Term Care
- Strategic Planning
- Employee Relations
- Sales
- Mentoring
- Lead Generation
- Coaching
- Small Business
- Mutual Funds
- Risk Management
- Term Life Insurance
- Fundraising
- Employee Benefits
- Powerpoint
- Insurance
- Small Business Financial Management
- Customer Retention
- Customer Service
- Long Term Care Insurance
- Training
- New Business Development
- Account Management
- Marketing
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