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Evan Bloom

Annuity Solutions Sales Specialist @Avantax

Dallas-Fort Worth, TX, US

EMAILS

e••••••••@avantax.com

MOBILE NUMBERS

+12•••••••70

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WORK HISTORY

Sep 2016 — Present

Annuity Solutions Sales Specialist @Avantax

Manage and follow up on an annuity pipeline for highest completion rate. • Research, market and promote various annuity planning concepts.• Support internal sales consultants with annuity cases and product questions. • Train advisors and team members on annuity products and positioning.• Consult with internal and external product wholesalers along with insurance carrier relationship managers.

EDUCATION

1993 — 1999

The University of Texas at Arlington

Bachelor of Business Administration (BBA)

SKILLS

Series 7InsuranceProject ManagementVariable AnnuitiesFinancial Planning• Finra Series 4-Registered Options Principal• Finra Series 24-General Securities Principal• Finra Series 63-Uniform Securities State LawWealth Management• Cas-Institute of Business and Finance, Certified Annuity Specialist• Finra Series 53-Municipal Securities PrincipalPortfolio Management• Finra Series 7-General Securities RepresentativeInvestments• Finra Series 55-Equity TraderRetirement PlanningFinraAsset AllocationMutual Funds• Finra Series 65-Uniform Securities Advisor• Group 1- General Lines Life & Health Insurance• Cfs-Institute of Business and Finance, Certified Fund SpecialistFinancial ServicesSecuritiesFinanceFinancial AdvisoryFixed Annuities

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ABOUT EVAN BLOOM

Strategic annuity sales and advanced planning professional with 15+ years supporting…

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