Steven Shackelford

Helping Business Owners Maximize the Benefits of their Retirement Plan to All Employees through Education, Guidance, and Counseling

Role
Division Vice President, Retirement Plan Sales at Invst
Location
Carmel, IN, US
LinkedIn followers
500 followers

About Steven Shackelford

Over 35 years of experience in the financial markets. Driven Sales Leader helping clients build and retain assets through Retirement Plans. Extensive contacts in the Independent Advisory and Broker/Dealer Channel, Recordkeeping Channel, Bank/Trust Operations/Sales, Third Party Administration, and Insurance Variable Annuity Channels. Successful business development skills, and sales associate development throughout the country.

Experience

  1. Division Vice President, Retirement Plan Sales

    Invst

    Aug 2022 — Present · Indianapolis, IN, US

    Dynamic sales leader responsible for overseeing retirement plan education initiatives on behalf of small to mid-sized business owners throughout the country. These objectives are achieved by creating a high-energy culture with a sense of urgency to provide education, guidance, and counseling on behalf of our clients.

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