Steve Oleksiw
President / Investment Advisor Representative (IAR) @ Steve Oleksiw Insurance & Financial Services, Inc. | CRM and Martech Expert
- Role
- Agent President - Steve Oleksiw Insurance & Financial Services, Inc at State Farm
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Steve Oleksiw
Owner of an Insurance & Financial Services practice offering a full suite of insurance solutions to protect our customers’ assets, family & income while helping them to accumulate wealth through our financial service offerings from BlackRock & American Funds. My focus is on ensuring we have the right people on our team, the right acquisition & retention processes in place to drive customer satisfaction while leveraging/adopting CRM and Martech (SEO, SEM, and customer journey) technology to best enable our processes and drive efficiency while reducing costs.
Experience
Agent President - Steve Oleksiw Insurance & Financial Services, Inc
Nov 2018 — Present · Indianapolis, IN, US
Management of Insurance & Financial Services practice. My focus is on ensuring we have the right people on our team, the right acquisition & retention processes in place to drive customer satisfaction while leveraging/adopting CRM and Martech (SEO, SEM, and customer journey) technology to best enable our processes and drive efficiency while reducing costs.
Education
The Ohio State University
Bachelor of Science (B.S.), Industrial and Systems Engineering
Skills
- Management Consulting
- Disability Insurance
- Strategic Planning
- Commercial Insurance
- Whole Life Insurance
- Life Insurance
- Homeowners
- General Insurance
- Whole Life
- Process Improvement
- Workers Compensation
- Universal Life
- Property
- Financial Services
- Renters
- Retirement Planning
- Business Strategy
- Building Relationships
- Iras
- Project Management
- 401k
- Wealth Accumulation
- Series 63
- Health Insurance
- Licensed Property
- Long Term Care Insurance
- Property & Casualty Insurance
- Fixed Annuities
- Mutual Funds
- Licensed Property
- Business Process Improvement
- Umbrella Insurance
- Series 6
- Property
- Long-Term Care
- Term Life Insurance
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