Diego Lecolant
I provide holistic financial planning for individuals, families, and small businesses
- Role
- Financial Services Representative at Rich Lyon - State Farm Insurance Agent
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Diego Lecolant
With a strong foundation in financial services and a passion for financial education, I…
Experience
Financial Services Representative
Rich Lyon - State Farm Insurance Agent
Apr 2022 — Present · Denver, NC, US
Under my capacity as a Financial Services Representative, I facilitate all customers by delivering strong financial intelligence to accommodate unmet business requirements. Furthermore, I deliver progressive recommendations to optimize insurance and investment products and services.
Skills
- Cross Selling
- Financial Services
- Portfolio Management
- Loans
- Life Insurance
- Finance
- Financial Analysis
- Wealth Management
- Sales
- Banking
- Mutual Funds
- Savings
- Refinance
- Customer Retention
- Leadership
- Customer Service
- Small Business Lending
- Team Building
- Credit
- Financial Modeling
- Strategic Financial Planning
- Insurance
- Fixed Income
- Sales Management
- Commercial Mortgages
- Fixed Annuities
- Investments
- Cash Management
- Financial Advisory
- Branch Banking
- Mortgage Lending
- Retirement Planning
- Retail Banking
- Residential Mortgages
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