R. Benton Penn

President at Harvest Wealth Advisors

Role
President and Principal Financial Planner at Harvest Wealth Advisors
Location
Roanoke, VA, US
LinkedIn followers
500 followers

About R. Benton Penn

As the President and principal Financial Planner/Wealth Management Advisor at Harvest…

Experience

  1. President and Principal Financial Planner

    Harvest Wealth Advisors

    Mar 2018 — Present · Birmingham, AL, US

Education

  • The American College of Financial Services

    ChFC, Financial Planning

    2021 — 2026

  • The University of Georgia

    CFP Certification, Certified Financial Planner

    2019 — 2021

  • Mississippi State University

    Bachelor, Political Science, History, Marketing

    1985 — 1992

  • The American College of Financial Services

    LUTCF

  • Hinds Community College

    AA, Business Administration

    1987 — 1988

  • The American College of Financial Services

    LUTCF, FSCP

Skills

  • Time Management
  • 401k
  • Training
  • New Business Development
  • Leadership
  • Coaching
  • Management
  • Team Building
  • Health Insurance
  • Leadership Development
  • Brokers
  • Sales Operations
  • Customer Retention
  • Direct Sales
  • Customer Service
  • Property & Casualty Insurance
  • Business Planning
  • Benefits Administration
  • Cold Calling
  • Long-Term Care
  • Insurance
  • Field Training
  • Strategic Planning
  • Account Management
  • Claim
  • Recruiting
  • Workers Compensation
  • Call Centers
  • Term Life Insurance
  • Marketing Strategy
  • Life Insurance
  • Classroom Delivery
  • Sales Process
  • Sales Presentations
  • Accident
  • Sales Management
  • Marketing
  • Underwriting
  • Employee Benefits
  • Medicare

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R. Benton Penn — President and Principal Financial Planner at Harvest Wealth Advisors in Roanoke, VA, US | Unifers