Mike Needham
Internal Sales Consultant @Saybrus Partners
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WORK HISTORY
Internal Sales Consultant @Saybrus Partners
Boise, ID, US
Saybrus Partners is a life insurance partnership firm. I partner with Edward Jones Financial Advisors to help make life insurance a more consistent part of their business. I do this by helping them analyze their book of business for opportunities for policy review, business insurance planning and retirement planning using life insurance.• Work with multiple Wealth Management Consultants (External Wholesalers) to keep their calendars full.• Partner with Edward Jones Financial Advisors to increase their life insurance production and make life insurance a more consistent part of their business.• Help Wealth Management Consultants and agents with case design and illustrations.
EDUCATION
Metropolitan State University of Denver
BA, Biology, Sociology
The American College of Financial Services
CLU, CLU
SKILLS
ABOUT MIKE NEEDHAM
An adept annuity and life insurance wholesaler having experience in both external and internal roles. Knowledgeable across a range of financial service areas including sales and marketing, business analysis, report writing, customer service and training. Empathetic listener with the ability to forge long-term relationships by establishing a high level of confidence and trust. Recognized ability to prioritize work, manage multiple projects with minimal direction and supervision. State insurance licensed for Life and Health and Series 6 licensed. Formerly have held a Series 7, 63 and 65. Core Knowledge and Skills• Fixed Annuities • Index Annuities • Variable Annuities • Universal Life• Index Universal Life• Variable Universal Life • Whole Life • Term Life • Mutual Funds • Retirement Planning • Marketing Strategy• Social Media • Word Press • Email marketing
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