Scott Burbank

Financial Consultant at Retirement Plan Advisors

Role
Financial Consultant at Retirement Plan Advisors
Location
Wethersfield, CT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Scott Burbank

Retirement Plan Advisors Financial Consultant Connect with me at: s••••••••@yahoo.com All Invitations to Connect Welcome, I Never IDK LION - LinkedIn Open Networker Recruiters, HR Managers, Hiring Managers connect with me to get access to my network deep in industry My attached resume shows 23+ years of experience in the financial services industry. Most of that time was spent as an award winning individual producer at The Hartford. I have closed thousands of 1:1 sales and conducted hundreds of group seminars/presentations. My vast skill set and experience catapulted me into several management positions for the last five years. The most recent being Director of Participant Education Services - this position entailed the management of the entire 457/403b Account Representative Team at The Hartford.* CLU & ChFC Designations from The American College * FINRA Series 7, 63, & 26 licensed * CT licenses for Life, Health, & Variable Annuity Products My current position at Retirement Plan Advisors allows me to continue in my field of expertise, group retirement plans. To brainstorm and collaborate, feel free to call me at 86••••••29.

Experience

  1. Financial Consultant

    Retirement Plan Advisors

    Feb 2012 — Present · Wethersfield, CT, US

    My specialty is retirement planning, with a key emphasis on asset allocation, insurance protection and goal setting to a client\'s personal style.

Education

  • Central CT State University

    BS, Accounting

    1979 — 1983

Skills

  • Financial Services
  • Defined Contribution
  • Team Building
  • Networking
  • Leadership
  • Series 7
  • Variable Annuities
  • Series 63
  • 401k
  • Sales Management
  • Insurance
  • Retirement Planning
  • Fixed Annuities
  • Series 6
  • Employee Benefits
  • Client Retention
  • Mutual Funds
  • Training
  • Cold Calling
  • Budgets
  • Building Relationships
  • Defined Contribution Plans
  • Sales Operations
  • Wealth Management
  • Risk Management
  • Investments
  • Financial Analysis
  • Supplemental Insurance Products
  • Finance
  • Crm
  • Relationship Management
  • Marketing
  • Team Leadership
  • Account Management
  • Strategic Planning
  • Selling
  • Forecasting
  • New Business Development
  • Customer Relations
  • Direct Sales

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Scott Burbank — Financial Consultant at Retirement Plan Advisors in Wethersfield, CT, US | Unifers