Steven Stofsky
- Role
- Regional Sales Director at Saybrus Partners
- Location
- Orange Park, FL, US
- LinkedIn followers
- 500 followers
About Steven Stofsky
Specialties: Internal and External Wholesaling, Business Development Wholesaling…
Experience
Regional Sales Director
May 2018 — Present
Wholesale Fixed Index and Fixed annuities in LPL, Cetera, and Infinex across the Southeast (FL, GA, AL, & MS). Fastest growing territory. Grew territory from 800k to over 78 Million in just over a year. Chairman\'s Elite Member. Marketing Committee Member.
Skills
- Finra Series 6
- Financial Advisory
- Investments
- Variable Annuities
- Strategic Financial Planning
- Series 65
- Bank Relationship Management
- Retirement Planning
- Insurance
- 401k
- Separately Managed Accounts
- Equities
- Rollovers
- Mutual Funds
- Sales Management
- Iras
- Series 63
- Institutional
- Annuity
- Wealth Management
- Estate Planning
- Financial Planners
- Term Life Insurance
- Investment Advisory
- Asset Management
- Annuities
- Retirement
- Ira's
- Life Insurance
- Series 6
- Financial Planning
- Alternative Investments
- Relationship Management
- Customer Relations
- Financial Services
- Fixed Income
- Fixed Annuities
- Sep
- Asset Allocation
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.