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
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
Sales Manager
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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