Olja Djuranovic
Wealth Management Consultant at Saybrus Partners
- Role
- Wealth Management Consultant at Saybrus Partners
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Olja Djuranovic
We partner with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate and business planning, as well as protection for life’s uncertainties. Our partner firms include financial institutions, insurance retailers, broker-dealers and the industry’s top life and annuity carriers. For Broker-Dealer use only, not to be reproduced or shown to the public or used in oral or written form as sales literature. Registered representative of Saybrus Equity Services, Inc, member FINRA. Saybrus Partners is an insurance agency affiliate of Saybrus Equity Services, Inc. In California dba Saybrus Partners Insurance Agency, CA license #0G81229
Experience
Wealth Management Consultant
Nov 2017 — Present · Seattle, WA, US
Our priority is not on promoting a given product, but on serving clients\' best interests. That means we can be fully committed to helping identify the most appropriate products and services, while providing financial professionals the kind of planning expertise and support they need.Our team is able to provide in-depth consultation and strategies for:• Basic insurance protection• Supplemental retirement planning• Legacy building• Tax-efficient cash accumulation and wealth transfer• Asset maximization• Estate preservation and equalization• Strategies for business owners
Education
College for Financial Planning
Accredited Asset Management Specialist, AAMS
2021 — 2021
PennFoster College
Business Degree
The American College of Financial Services
RICP
2020 — 2024
Skills
- Hands-on Leadership
- 401k
- Financial Services
- Training
- 401k Rollovers
- Interviewing Skills
- Thought Leadership
- Recruiting
- Key Person Protection
- Account Management
- Annuity Sales
- College Recruiting
- Communication
- Leadership
- Buy-Sell Agreements
- Employee Benefits
- Education Funding
- Multi-Tasking Skills
- Time Management
- Business Planning
- Investments
- Financial Recruiting
- Asset Protection
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