Kelan Foard
Corporate Public Speaker | Relationship Sales Leader | Wireless Industry Specialist | Licensed Insurance Professional in MI, OH, TX | Passionate Community Leader and Dedicated Father
- Role
- Independent Sales at AmeriLife
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Kelan Foard
As a seasoned professional with over a decade of experience in relationship sales, I have…
Experience
Independent Sales
Oct 2024 — Present · Mansfield, TX, US
Wealth ManagerAs a Wealth Manager, I provide comprehensive financial planning and investment management services to help clients achieve their long-term financial goals. With a deep understanding of financial markets and investment strategies, I tailor personalized plans that encompass retirement planning, estate planning, tax strategies, and risk management. My goal is to build lasting relationships with clients, ensuring their wealth grows and is preserved for future generationsFinancial AdvisorIn my role as a Financial Advisor, I offer expert guidance on a wide range of financial matters, including investment strategies, retirement planning, and portfolio management. By thoroughly understanding each client\'s unique financial situation and objectives, I develop customized financial plans designed to achieve their specific goals. My commitment is to provide clear, actionable advice that empowers clients to make informed decisions about their financial futures.Insurance AgentAs an Insurance Agent, I specialize in providing comprehensive insurance solutions tailored to meet the diverse needs of individuals and families. With licenses in Accident, Life, and Health Insurance across Michigan, Ohio, and Texas, I am equipped to offer expert advice and coverage options that protect my clients\' financial well-being. My approach is centered on building trust and delivering exceptional service, ensuring clients are well-informed and adequately covered in all aspects of their lives.
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