Susan Kleczkowski
Senior Relationship Manager, Principal Securities Registered Representative
- Role
- Senior Relationship Manager at Principal Financial Group
- Location
- Alva, FL, US
- LinkedIn followers
- 500 followers
About Susan Kleczkowski
As a retirement plan Service professional for Principal®, I work closely with plan sponsors and financial professionals to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with advisors, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified,Defined Benefit and ESOP.Business-Building / Advisor Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysisYou’re welcome to contact me at k••••••••@principal.com and thank you for visitingmy LinkedIn page.Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal LifeInsurance Co. Plan administrative services offered by Principal Life. Securities offered through PrincipalSecurities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-partycontent. We make no representation as to the completeness or accuracy of information provided at thesewebsites.Susan Kleczkowski is not licensed in all states to offer securities and insurance products. Thissite is not a solicitation of interest in any of these products or service in any state which the registeredrepresentative is not properly skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Senior Relationship Manager
Aug 2021 — Present
Education
Lewis University
Bachelor’s Degree, Business Administration and Management, General
2016 — 2017
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