Sara Smith

Financial Services Professional @NYLIFE Securities LLC

Roseville, CA, US
MOBILE NUMBERS
+19•••••••86

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WORK HISTORY

Apr 2017 — Present

Financial Services Professional @NYLIFE Securities LLC

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Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

EDUCATION

1997 — 2000

Cal State Hayward

Bachelor of Arts (B.A.)

SKILLS

Wealth Preservation PlanningFixed AnnuitiesManagementTeam BuildingAsset ProtectionSalesCustomer ServiceLife InsuranceFinanceLegaciesLeadershipAgent DevelopmentPublic SafetyIrasFinancial RecruitingRetirement Planning401(K) RolloversInsurancePublic SpeakingEstate PlanningCareer DevelopmentHiringKey Person ProtectionAgent CoachingRetirementAnnuity SalesNetworkingLicensed Life Insurance AgentAgent RetentionLeading People

ABOUT SARA SMITH

I offer a variety of products that can help you meet a number of insurance and financial…

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