Ken Heckman

Working with our financial reps so they can find and use creative strategies to help their clients.

Role
Sales Manager at Ameritas
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Ken Heckman

During my career in the financial services industry, I have always made it a point to deliver outstanding service to my customers- internally and externally. Service is the bedrock to any sales effort. As I have been fortunate to learn from some great people in the business, I always look for opportunities to help my associates learn everything there is to know about the financial services industry. I am an employee of Ameritas which offers securities through its affiliated broker/dealer, Ameritas Investment Company, LLC, Member FINRA/SIPC and investment advisory services through its affiliated RIA, Ameritas Advisory Services, LLC.

Experience

  1. Sales Manager

    Ameritas

    Aug 2023 — Present

Education

  • Elder High School

    College Prep

    1977 — 1981

  • Hocking College

    Wildlife management

    1981 — 1982

  • Cincinnati State Technical and Community College

    Associate's, Business Management

    1990 — 1992

Skills

  • Financial Advisory
  • Series 7
  • Forecasting
  • Access Database
  • Whole Life Insurance
  • Budget Process
  • Project Management
  • Customer Service
  • Leadership
  • Securities
  • Workflow
  • Financial Planning
  • Business Process
  • Training
  • New Business Development
  • Mutual Funds
  • Universal Life
  • Fixed Annuities
  • Long-Term Care
  • Team Leadership
  • Disability Insurance
  • Competitive Analysis
  • Call Centers
  • Business Process Improvement
  • Underwriting
  • Process Improvement
  • Employee Benefits
  • Series 6
  • Insurance
  • Sep Ira
  • Series 63
  • Marketing
  • Permanent Life Insurance
  • Retirement Planning
  • Life Insurance
  • Retirement
  • Strategic Financial Planning
  • Term Life Insurance
  • Financial Services
  • Management

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Ken Heckman — Sales Manager at Ameritas in Cincinnati, OH, US | Unifers