Caroline Welsh, CLTC

Licensed Insurance Agent, Multiple States at ACSIA Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Oldsmar, Florida, United States, US
Skills

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Credentials

  • CLTC Designation
    CLTC
  • FINRA Dispute Resolution Arbitrator
    FINRA
  • FINRA Securities Licenses 7,24,4,53 and 63
    FINRA
  • Life,Variable Annuity and Health Licenses
    Department of Insurance - Florida

Experience

  • ACSIA Partners
    • United States
    • Insurance
    • 200 - 300 Employee
    • Licensed Insurance Agent, Multiple States
      • кві 2021 - - зараз

      Specializing In Long Term Care Solutions since 1997 Specializing In Long Term Care Solutions since 1997

  • John Hancock
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional LTC Wholesaler
      • сер 2012 - - зараз

      Responsibilities include: •Financial Advisor Education, Case Analysis and Point-of Sale Assistance, Client Seminars and Advisor Group Meetings. Wholesale long term care solutions in the state of Florida (southern territory) to Financial Advisors in Bank and Wire Channels. Responsibilities include: •Financial Advisor Education, Case Analysis and Point-of Sale Assistance, Client Seminars and Advisor Group Meetings. Wholesale long term care solutions in the state of Florida (southern territory) to Financial Advisors in Bank and Wire Channels.

  • Attane
    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Sales Specialist for Senior Living - CCRC
      • тра 2017 - кві 2021

      Having an in-depth understanding of finance as it relates to retirement planning and ability to share this experience with affluent, sophisticated senior living prospects and educate them about the financial aspects of Life Plan Communities. Having an in-depth understanding of finance as it relates to retirement planning and ability to share this experience with affluent, sophisticated senior living prospects and educate them about the financial aspects of Life Plan Communities.

  • Capitas Financial / SSK LTC Associates
    • Florida
    • Regional LTC Consultant
      • сер 2014 - кві 2021

      Committed to LTC and Protection Planning in offering Insurance Product Solutions. Assistance to Financial Advisors by delivering a consistent, comprehensive, and evolving platform to manage and meet insurance, wealth management expectations and needs. Committed to LTC and Protection Planning in offering Insurance Product Solutions. Assistance to Financial Advisors by delivering a consistent, comprehensive, and evolving platform to manage and meet insurance, wealth management expectations and needs.

  • Genworth
    • United States
    • Insurance
    • 700 & Above Employee
    • RVP
      • кві 2007 - чер 2012

      Wholesaled traditional and linked benefit LTCi solutions from September 2009 through June 2012. Prior to LTCi solutions, I wholesaled variable, fixed and immediate annuities and provided sales consulting to Financial Advisors in the Bank, Wire and BGA Channels from April 2007 through September 2009. Wholesaled traditional and linked benefit LTCi solutions from September 2009 through June 2012. Prior to LTCi solutions, I wholesaled variable, fixed and immediate annuities and provided sales consulting to Financial Advisors in the Bank, Wire and BGA Channels from April 2007 through September 2009.

  • Symetra/ TFS Training
    • VP, Account Management and Regional Training Consultant
      • кві 2005 - бер 2007

      Key Account Manager - I assisted in implementing financial services and producrts into the core strategy of banks and credit unions, conducted senior management meetings to ensure the profitability and success of investment programs, responsible for marketing strategies and product launchs. Regional Training Consultant - Trained dedicated and platform representatives in annuity and life products,sales techniques and skills training through a wide range of workshops designed for success Key Account Manager - I assisted in implementing financial services and producrts into the core strategy of banks and credit unions, conducted senior management meetings to ensure the profitability and success of investment programs, responsible for marketing strategies and product launchs. Regional Training Consultant - Trained dedicated and platform representatives in annuity and life products,sales techniques and skills training through a wide range of workshops designed for success

  • Talbot Financial Services
    • FL, TX and GA
    • VP, Regional Manager
      • тра 1999 - кві 2005

      Wholesale fixed , index and variable annuities and life insurance solutions. Provided sales consulting, training and coaching to Financial Advisors and Licensed Representatives. Key bank partners included Bank of America and Washington Mutual Wholesale fixed , index and variable annuities and life insurance solutions. Provided sales consulting, training and coaching to Financial Advisors and Licensed Representatives. Key bank partners included Bank of America and Washington Mutual

Education

  • Towson University
    BS, Finance and Marketing

Community

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