Roger K Smith

Managing Partner at Seniors First

Role: Managing Partner at Seniors First - 1 Reverse Mortgage Broker
Location: Edmond, OK, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Roger K Smith

Results driven! Looking to make a positive impact on as many people as possible and bring value to the organization which I\'m part of.Operate from value system of high performance,high accountability with open and honest communication.Specialties: Building Career, Captive Distribution for Life & Health Insurance Companies as well as IMO, FMO, Independent Distribution

Experience

Managing Partner
Seniors First - 1 Reverse Mortgage Broker
Jul 2023 — Present · Edmond, OK, US

Skills

Whole Life
Budgets
Life Insurance
Small Business
Term Life Insurance
Marketing Strategy
Retirement Planning
Fixed Annuities
Insurance
Personal Development
Sales Management
Recruiting
Medicare Advantage
Health Plans
Healthcare
Medicare Part D
Sales
Marketing
Health Savings Accounts
Health
Training
Long Term Care Insurance
Employee Benefits
Hiring
Underwriting
Disability Insurance
Brokers
Managed Care
Long Term Care
Selling
Hmo
Ppo
Leadership
Workers Compensation
Medicare
Strategic Planning
Strategy
Sales Operations
Customer Retention
Management

Contact information

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Work email
•••••@seniorsfirst.com.au
Personal email
•••••@•••••.com
Direct dial
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Current company

Seniors First - 1 Reverse Mortgage Broker

Financial Services · 14 employees · Founded 2006 · Ultimo, Australia

Seniors First was established in 2006 by founder Darren Moffatt with a vision of becoming Australia’s leading finance broker for people over 55. Since then the company has developed a reputation as an award-winning Reverse Mortgage broker, and a trusted name among public policy organisations, the aged care industry, senior’s groups, older borrowers and their families. In 2007 Seniors First, was the first mortgage broker group to introduce a voluntary code of conduct for third-party sales of equity release products such as Reverse Mortgages. Seniors First has been a regular voice in the media standing up for the interests of senior borrowers, and in 2008 launched the ground-breaking blog By 2010 Seniors First had grown to be responsible for nearly 5 per of Reverse Mortgage loans introduced to banks and lenders in a calendar year. These achievements continue to be recognised with regular invitations to attend policy think tanks, conferences on ageing, and to speak in the media. In 2022 Seniors First re-launched with a fresh brand identity and an exciting new website. The company aims to extend the reach of its expertise to even more seniors, by re-positioning as the preferred online channel for Reverse Mortgage and equity release finance. In 2023, Seniors First was recognised as the industry leader in its category. It was a finalist for both \'Broker of the year\' and \'Marketing campaign of the year\'.

seniorsfirst.com.au

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