Robert Nelson
Vice President - Employee Benefits, Medicare Solutions, Insurance - Unisource Insurance Associates, LLC
- Role
- Vice President - Medicare Solutions, Employee Benefits, Financial Services & Marketing at Unisource Insurance Associates
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Robert Nelson
Medicare Managing General Agent helping Medicare eligible people with suitable health & …
Experience
Vice President - Medicare Solutions, Employee Benefits, Financial Services & Marketing
Unisource Insurance Associates
Jun 2004 — Present · Wauwatosa, WI, US
Managing General Agent - providing Medicare Solutions. Responsible for Group Employee Benefit, Marketing & Financial Service Departments. Business target market emphasis providing benefit solutions for group entities with 2-500 employees. Our pracitce includes a full service Insurance Agency/Brokerage specializing in Property & Casualty (P&C)- both personal lines and commercial. Benefit Services for Medicare Solutions, Group Employee Benefits, and Individual insurance serivces.
Skills
- Strategic Partnerships
- Mutual Funds
- Financial Services
- Term Life Insurance
- Pensions
- Wealth Management
- Series 63
- Health Insurance
- Fixed Annuities
- Series 6
- Insurance
- Employee Benefits
- Retirement Planning
- Iras
- Retirement
- 401k
- Life Insurance
- Finance
- Long Term Care Insurance
- Long-Term Care
- Integrity
- Sales
- Disability Insurance
- Investments
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