Scott Smith

Business Development Specialist

Role
External Wholesaler at Crump Life Insurance Services
Location
Huntington Beach, CA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Scott Smith

Experienced Regional Vice President, Wholesaler and National Account Manager with a…

Experience

  1. External Wholesaler

    Crump Life Insurance Services

    Feb 2019 — Present · Huntington Beach, CA, US

Education

  • California Polytechnic State University-San Luis Obispo

    BS, Business, Management, Marketing, and Related Support Services

    1990 — 1995

Skills

  • Investment Management
  • Variable Annuities
  • Fixed Income
  • Life Insurance
  • Finance
  • Iras
  • Relationship Management
  • Portfolio Management
  • Securities
  • Estate Planning
  • Retirement Planning
  • Finra
  • Sales
  • Financial Planners
  • Series 6
  • Insurance
  • Series 24
  • Wealth
  • Investments
  • Asset Management
  • Financial Advisory
  • Uniform Combined State Law
  • Fixed Annuities
  • Retirement
  • Bonds
  • Strategic Financial Planning
  • 401k
  • Financial Services
  • Series 63
  • Equities
  • Series 7
  • Hedge Funds
  • Investment Advisory
  • Asset Managment
  • Etfs
  • Investment Strategies
  • Alternative Investments
  • Separately Managed Accounts
  • Business Development
  • Wealth Management

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