Edward Urena
Full-time Business Owner
- Role
- Division Leader at Primerica
- Location
- North Providence, RI, US
- LinkedIn followers
- 500 followers
Experience
Division Leader
Oct 2011 — Present · North Attleboro, MA, US
Work with clients to develop individualized financial plans for savings, retirement, investments and insurance.•Meet personally with clients to assess their financial situation in order to present a financial plan that includes both short and long-term financial goals. •Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. •Meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client\'s financial plan.•Reach out to prospective clients and build a strong customer base. •Travel or work non-traditional hours to meet with clients in their homes or businesses. •Offer financial planning workshops and seminars to reach out to potential clients, through small and large group settings
Skills
- Management
- Social Media Marketing
- Customer Service
- Account Management
- Marketing
- Marketing Strategy
- Leadership
- Business Development
- Digital Media
- Microsoft Office
- Sales
- Public Relations
- Social Media
- Customer Relationship Management (Crm)
- Advertising
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.