Evelyn Leiser
Sales Specialist for Penn Mutual
- Role
- Sales Specialist at Penn Mutual
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Evelyn Leiser
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Experience
Sales Specialist
Feb 2017 — Present
Sales Specialist in the marketing of Life Insurance, Annuities, and Retirement Planning. Financial Management workshops in Risk Management, Cash Management, Investment Concepts, Tax Management, Retirement Planning and Estate Conservation Management for Corporations, Small Business owners and the Health Care professionals.
Education
Lynn University
Bachelor's degree
2004 — 2006
Skills
- Whole Life
- 401k
- Sep Ira
- Permanent Life Insurance
- Term Life Insurance
- Medicare Supplements
- Variable Annuities
- Life Insurance
- Mutual Funds
- Fixed Annuities
- Registered Financial Representative
- Financial Services
- Buy-Sell Agreements
- Roth Ira
- Simple Ira
- Retirement Planning
- 401k Rollovers
- Long Term Care Insurance
- Traditional Ira
- Strategic Finance
- Disability Insurance
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