John Beaton

Business Development Consultant @Synchronize

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Business Development Consultant @Synchronize

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Boston, MA, US

Synchronize was formed by Lockton Affinity, an affiliate of Lockton Companies, the world’s largest privately held, independent insurance broker. Synchronize brings together four companies that specialize in the financial advisor industry – Lockton Affinity, SBG, Freedom Partners and The BluePrint Insurance Services. Synchronize Insurance Services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC in California #07•••78. Coverage is subject to actual policy terms and conditions. Policy benefits are the sole responsibility of the issuing insurance company.

EDUCATION

N/A

Bridgewater State University

Masters of Education, Counseling

N/A

Bridgewater State University

BA, Communications

SKILLS

Relationship ManagementSeries 26FinanceAnnuitiesSeries 6InsuranceEmployee BenefitsRetirementVariable AnnuitiesFinancial ServicesCrmSeries 63

ABOUT JOHN BEATON

Account and relationship management leader with a history of driving sales growth and delivering client service excellence for broker dealers, distributors, RIA\'s and other key stakeholders within financial services. Skilled at developing and executing sales strategies with a focus on value creation and competitive differentiation, identifying and capitalizing on emerging market trends and revenue opportunities. Expert relationship builder, quick at instilling confidence in prospects and clients while cultivating long-term relationships.Specialties: Annuities and insurance.Employee benefits, RIA\'s.

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