Joshua Putzer

Chief Tech Officer Advisors Success, LLC

Role
Agency Owner at Symmetry Financial Group
Location
Appleton, WI, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Joshua Putzer

My passion for helping others was ignited at Symmetry Financial Group as I grew to an…

Experience

  1. Agency Owner

    Symmetry Financial Group

    Dec 2017 — Present · Appleton, WI, US

Education

  • University of Wisconsin-Milwaukee

    None, Mechanical Engineering

    1999 — 2001

  • Fox Valley Lutheran HS

    Diploma, High School/Secondary Diplomas and Certificates

    1995 — 1999

Skills

  • Retirement Planning
  • Account Management
  • Universal Life
  • Social Networking
  • Leadership
  • Sales Management
  • Retail
  • B2b
  • Term Life Insurance
  • Marketing Strategy
  • Sales Operations
  • Customer Retention
  • Whole Life
  • Editing
  • Strategic Insights
  • Customer Service
  • Training
  • Customer Satisfaction
  • New Business Development
  • Cold Calling
  • Call Centers
  • Telecommunications
  • Critical Thinking
  • Solution Selling
  • Mentoring
  • Annuity Sales
  • Facebook
  • Life Insurance
  • Business Insights
  • Sales Process
  • Social Media
  • Direct Sales
  • Management
  • Team Building
  • Team Leadership
  • Marketing
  • Microsoft Office
  • Sales
  • Recruiting
  • Strategic Thinking

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Joshua Putzer — Agency Owner at Symmetry Financial Group in Appleton, WI, US | Unifers