John Saylor

Financial Services Professional at The Eppy Group

Role
Financial Services Professional at Levanti Wealth
Location
Wilkes-Barre, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Saylor

Although I gave my NFL dreams up long ago, I was fortunate to have the opportunity to be…

Experience

  1. Financial Services Professional

    Levanti Wealth

    Feb 2017 — Present

    Our fundamental approach revolves around client education; which facilitates our clients’ ability to make well informed decisions• We believe growing wealth should be accompanied by a strong defensive plan• We are passionate in our pursuit to provide excellence in service and advising• Services- Financial Planning (Comprehensive or Strategic- College, Retirement, Protection, Estate etc.)- Life, Disability and Long Term Care Insurance - Investment Advisor Representative - Corporate Benefits (Group and Discriminatory)- Estate Conservation - Special NeedsSecurities and investment advisory services offered through qualified registered representatives of MML Investors services, LLC. Member SIPC 1221 Brickell Ave. Suite 300 Miami, Florida 33131: 30••••••45. The Eppy Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Education

  • University of Central Florida

    Health Service Administration

Skills

  • Microsoft Word
  • Account Management
  • Marketing
  • Retirement Planning
  • Call Centers
  • Asset Protection
  • Whole Life Insurance
  • Customer Service
  • Call Center
  • Advertising
  • Microsoft Office
  • Sales
  • Event Planning
  • Disability Insurance
  • Process Scheduler
  • Fixed Annuities
  • Budgeting
  • Employee Benefits
  • Time Management
  • Outlook
  • College Education Planning
  • Life Insurance
  • Term Life Insurance
  • Marketing Strategy
  • Access
  • Data Analysis
  • Payroll
  • Project Management
  • Strategic Planning
  • Powerpoint
  • Microsoft Excel
  • Leadership
  • Long Term Care Insurance
  • Customer Satisfaction
  • Training
  • Negotiation
  • Management
  • Team Building

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John Saylor — Financial Services Professional at Levanti Wealth in Wilkes-Barre, PA, US | Unifers