Kevin Harman
Recruiting agents to get in front of 25-30, NEW to Medicare prospects. This turn-key program will amplify Life, Annuity and Medicare sales, more than they ever thought would be possible! Contact me today to learn more!
- Role
- Managing Director of Elite Accounts at Gordon Marketing
- Location
- Westfield, IN, US
- LinkedIn followers
- 500 followers
About Kevin Harman
Experienced Regional Vice President with a demonstrated history of working in the financial services industry. Expert at client satisfaction, presentation, and closing skills. Performs well as both independent and team leader.Specialties:*Income Distribution and Retirement Strategies*Legacy and Estate planning solutions*Business Development and Territory Management*Cross Selling Multiple Company Investment Products*Building New and Existing Customer Relationships*Product Introduction, Creative Branding and MarketingCore CompetenciesConsultative Selling and Expertise- Adept at active listening in order to ask specific questions that aid in developing an accurate retirement portfolio strategyCommunications and Presentation Skills- Presents to all types and sizes of audiences from 10 to 100 people. Comfortable presenting to C-level executives and high net worth individuals, discussing a wide range of retirement and regulatory topicsCustomized Solutions Development- Work with financial advisors to create individualized retirement solutions within a client portfolio that enables them a greater likelihood of achieving their goals.For your Financial Services Solutions, please call me at 31••••••56 or email me at k••••••••@yahoo.com.
Experience
Managing Director of Elite Accounts
Aug 2021 — Present · Noblesville, IN, US
Education
The Ohio State University Fisher College of Business
Finance, Business
1995 — 1998
Skills
- Asset Allocation
- Mutual Funds
- 401k
- Retirement
- Retirement Planning
- Finra
- Series 63
- Variable Annuities
- Life & Health Insurance Licenses
- Iras
- Series 6
- Insurance
- Fixed Annuities
- Life Insurance
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