Fredrick Lewis
- Role
- Vice President at Empower
- Location
- Scranton, PA, US
- LinkedIn followers
- 500 followers
About Fredrick Lewis
My current role allows me to continue my passion of forging solid relationships and…
Experience
Vice President
Apr 2022 — Present
I am currently responsible for maintaining and enhancing a portfolio of large Taft-Hartley, Governmental and Non-Profit client relationships in both the defined contribution and defined benefit retirement space. I specialize in promoting the sale of investment alternatives, innovative products and services focused in helping all retirement plan participants achieve a financially secure retirement. Additional responsibilities include: • Responsible for achieving the highest levels of client satisfaction and persistency results • Responsible for the overall P&L of assigned book of business • Responsible for supporting new business sales opportunities and retention of existing clients • Responsible for creating, presenting and executing on multi-year strategies • Responsible for consulting on regulatory / legislative updates, and • Responsible for peer coaching and mentoring I am a Registered representative of GWFS Equities, Inc, Member FINRA/SIPC and • S6/S7 only: Registered representative of GWFS Equities, Inc, Member FINRA/SIPC and Securities offered through GWFS Equities, Inc, Member FINRA/SIPC, and investment advisory services offered by its affiliate, Advised Assets Group, LLC.
Skills
- Process Improvement
- Insurance
- Series 63
- Microsoft Excel
- Mergers & Acquisitions
- Leadership
- Sales
- Analysis
- Series 6
- Retirement
- Budgets
- Managing and Servicing Client Relationship
- Employee Benefits
- Marketing
- Customer Service
- Management
- Negotiation
- 401k
- Customer Satisfaction
- Quality Assurance
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.