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
President and Principal Financial Planner
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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