Joseph McLaughlin
Divisional Sales Desk Manager
- Role
- Divisonal Sales Desk Manager at Equitable
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
About Joseph McLaughlin
I’m the Divisional Sales Desk Manager for the Central Division of Individual Retirement…
Experience
Divisonal Sales Desk Manager
Jan 2020 — Present · New York, NY, US
I’m the Divisional Sales Desk Manager for the Central Division of Individual Retirement. My team of internal wholesalers proactively assist financial professionals in building and improving their practice by providing retirement planning and other asset protection strategies for them to utilize with their clients.The named individual is a registered representative of Equitable Distributors, LLC (Jersey City, NJ)(Equitable Distributors Insurance Agency, LLC in CA; Equitable Distributors Insurance Agency of Utah in Utah) and an agent of Equitable Financial Life Insurance Company (NY, NY), and are affiliated companies. EOE M/F/D/V. California Insurance Lic.# 0K39063, Arkansas Insurance Lic.# 16••••89
Education
Villanova University
Bachelor of Business Administration (B.B.A.)
2007 — 2011
Skills
- Asset Allocation
- Mutual Funds
- Investments
- Retirement
- Sales
- Wealth Management
- Series 6
- Variable Annuities
- Series 63
- Securities
- Financial Advisory
- Retirement Planning
- Series 7
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