Dave Petersen
- Role
- Vice President - Advanced Annuity Sales at Truchoice Financial
- Location
- Saratoga Springs, UT, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Vice President - Advanced Annuity Sales
Oct 2019 — Present · Saratoga Springs, UT, US
Education
Sacramento City College
None, Real Estate
1978 — 1979
Skills
- Marketing Strategy
- Sales Management
- Management
- Sales
- Marketing
- Team Building
- Fixed Annuities
- Salesforce.com
- Powerpoint
- Recruiting
- New Business Development
- Program Management
- Sales Operations
- Direct Marketing
- Sales Presentations
- Strategic Planning
- Budgets
- Long-Term Care
- Lead Generation
- Insurance
- Microsoft Excel
- Employee Benefits
- Series 63
- Employee Training
- Retirement Planning
- Publishing
- Retirement
- Finance
- Account Management
- Mutual Funds
- B2b
- Health Insurance
- Term Life Insurance
- 401k
- Life Insurance
- Investments
- Strategic Financial Planning
- Financial Advisory
- Series 6
- Variable Annuities
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