Richard Makope
Financial Advisor at Thrivent
- Role
- Financial Advisor at Thrivent
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About Richard Makope
I’m a Financial Professional committed to helping individuals and families achieve their…
Experience
Financial Advisor
Jul 2018 — Present · Appleton, WI, US
As a Financial Professional, I know the sense of accomplishment that comes with completing extensive licensing and accreditation but it just doesn’t compare to the rewarding experience of helping people reach their financial goals. By bringing forth my knowledge, expertise and communicative skills, I help my clients build better strategies that can help them navigate the journey to financial security. Please feel welcome to reach out to me via email at r••••••••@thrivent.com or by phone at 92••••••53.
Education
Institute of Marketing Management (SA)
Associate’s Degree, Marketing
1998 — 2001
Lakeland University
Bachelor’s Degree, Marketing
2014 — 2017
Skills
- Disability Insurance
- Lead Generation
- Property & Casualty Insurance
- Long Term Care Insurance
- Sales Presentations
- Marketing Communications
- Leadership
- B2b
- Direct Marketing
- Fixed Annuities
- Sales Operations
- Customer Service
- Variable Annuities
- Market Research
- Insurance
- Health Insurance
- Sales Management
- Retirement Income Strategies
- Finance
- Management
- Permanent Life Insurance
- Retirement Planning
- Banking
- Mutual Funds
- Qualified Retirement Plans
- Business Development
- Term Life Insurance
- Marketing Strategy
- Sales
- Investments
- Financial Services
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