Scott Wertz
President at Rocky Mountain Financial Services, LLC
- Role
- President at Rocky Mountain Settlements
- Location
- Layton, UT, US
- LinkedIn followers
- 500 followers
About Scott Wertz
For the last 20 years, I have educated and supported financial advisors in the life insurance settlement market. It is my pleasure to help advisors make more money helping their senior clients sell their unwanted life insurance.
Experience
President
Nov 2006 — Present · Ogden, UT, US
Start up Life settlement brokerage where development with general agencies and brokerage general agencies was vital. Partnered with a few dozen key BGA and MGA relationships by providing a turn key marketing, selling, administration program to generate life settlement business within their existing agency relationships.20••••12 Contractual wholesaling of life insurance for one of the oldest and largest Brokerage General Agencies in the country.20••••09 Developed a successful life settlement brokerage from scratch all from new relationships. Sold over 100 million in death benefit. Great high level experience wearing and working all the hats. Primary distribution – independent brokerage general agencies and master general agencies.Skills developed: Organizational skills, multi-tasking and prioritizing, marketing, sales planning and management, relationship management, seminars, webinars, negotiations, training, compliance, bookkeeping, self-motivation, autonomy, road warrior.
Education
Westfield High
Diploma, General Diploma
1981 — 1985
University of Utah
Bachelor's degree, Economics
1990 — 1993
Skills
- Retirement Planning
- Account Management
- Sales
- Life Insurance
- Finance
- Disability Insurance
- Recruiting
- Team Building
- Management
- Relationship Management
- Retirement
- Fixed Annuities
- Time Management
- Life Settlements
- Insurance
- Product Launch
- Operations Management
- Leadership
- Training
- Term Life Insurance
- Lease Financing
- Strategic Planning
- Customer Support
- Start-Ups
- Relationship Development
- Medical Devices
- Financial Planning
- Employee Benefits
- Sales Management
- Sales Operations
- Financial Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.