Kevin Zeyen
Financial Advisor at Westpoint Financial Group @WestPoint Financial Group
Indianapolis, IN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2018 — Present
Financial Advisor at Westpoint Financial Group @WestPoint Financial Group
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Indianapolis, IN, US
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products* Help clients manage their assets so they can have a long and comfortable retirement
EDUCATION
1986 — 1990
Ball State University
BS, Marketing and Promotions
SKILLS
Retirement PlanningBusiness DevelopmentLong Term Care InsuranceNegotiationRetirementLeadership DevelopmentRecruitingNew Business DevelopmentSales PresentationsCustomer ServiceBusiness PlanningDisability InsuranceEstate PlanningSalesforce.comSecuritiesSmall BusinessSalesEmployee BenefitsTeam BuildingBudgetingStrategic PlanningBudgetsTrainingI Have a Vast Knowledge of Insurance and a Great Network of ProfessionalsMarketing StrategyLife InsuranceProject PlanningInsuranceEntrepreneurshipAccount ManagementSales ManagementFinanceDirect SalesFinancial ServicesI Can Help People That Need Proper Planning for Their Future Needs
ABOUT KEVIN ZEYEN
As a Financial Advisor with WestPoint, I can provide assistance on a range of financial…
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