Joseph Moses
Director of Sales - Annuity
- Role
- Director of Sales - Annuities at Halo Investing
- Location
- Aurora, CO, US
- LinkedIn followers
- 500 followers
About Joseph Moses
Top sales manager and business development professional. Known for developing a territory to meet new business sales, increasing market share, and revenue goals. Passionate about working with clients and developing staff to find new opportunities, using innovative solutions with advanced consultative sales techniques to help clients reach decisions.
Experience
Director of Sales - Annuities
May 2024 — Present · Denver, CO, US
Education
University of Mississippi
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
1976 — 1980
Skills
- Securities
- Public Speaking
- Estate Planning
- Retirement
- Strategic Financial Planning
- Strategy
- Investment Strategies
- Trading
- Wealth Management Services
- Financial Planning
- Asset Allocation
- Mutual Funds
- Investments
- Asset Management
- Series 63
- Management
- Business Development
- Wealth Management
- Financial Education
- Financial Services
- High Net Worth Individuals
- Series 6
- Insurance
- Financial Advisory
- Customer Service
- Fixed Annuities
- Sales
- Portfolio Management
- Investment Advisory
- Leadership
- Iras
- Life Insurance
- Series 65
- Retirement Planning
- Series 7
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