Diana Levsky
Director of Business Development and Retention at Johnson Brunetti Retirement & Investment Specialists- Claim this Profile
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English Native or bilingual proficiency
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Ukrainian Native or bilingual proficiency
Topline Score
Bio
LinkedIn User
Diana is an incredible individual and excels in her interactions with clients. When confronted with the complex and sensitive issues of insurance, benefit, and long-term financial planning, she has an exquisite knack of presenting innovative solutions in a way that is easy to understand; and most importantly beneficial for the client. Although I have only been a client of Diana for a short time, I am confident she always has my (and any client's) best interests at heart. Her personable attitude towards dealing with clients is second to none and I have never felt more at home with an insurance or benefit agent. I would sincerely recommend her to anyone I deal with.
Jill Berquist, PCC, Leader and Executive Coach
I have come to know Diana as a colleague as I have done some work within her company. Her energy, passion and charisma is conveyed not only in her role helping people transition and grow their careers--once she cares about something, she is a true champion to the cause. Diana is someone you want face-forward to your target market and in your corner. She is highly skilled in relationship management and business development. Diana has a way of breathing fresh ideas into any project and she tenaciously moves toward her objectives. I would recommend her highly for any role that entails these important qualities. Diana is an incredibly high-integrity person and it is always my pleasure to work with her.
LinkedIn User
Diana is an incredible individual and excels in her interactions with clients. When confronted with the complex and sensitive issues of insurance, benefit, and long-term financial planning, she has an exquisite knack of presenting innovative solutions in a way that is easy to understand; and most importantly beneficial for the client. Although I have only been a client of Diana for a short time, I am confident she always has my (and any client's) best interests at heart. Her personable attitude towards dealing with clients is second to none and I have never felt more at home with an insurance or benefit agent. I would sincerely recommend her to anyone I deal with.
Jill Berquist, PCC, Leader and Executive Coach
I have come to know Diana as a colleague as I have done some work within her company. Her energy, passion and charisma is conveyed not only in her role helping people transition and grow their careers--once she cares about something, she is a true champion to the cause. Diana is someone you want face-forward to your target market and in your corner. She is highly skilled in relationship management and business development. Diana has a way of breathing fresh ideas into any project and she tenaciously moves toward her objectives. I would recommend her highly for any role that entails these important qualities. Diana is an incredibly high-integrity person and it is always my pleasure to work with her.
LinkedIn User
Diana is an incredible individual and excels in her interactions with clients. When confronted with the complex and sensitive issues of insurance, benefit, and long-term financial planning, she has an exquisite knack of presenting innovative solutions in a way that is easy to understand; and most importantly beneficial for the client. Although I have only been a client of Diana for a short time, I am confident she always has my (and any client's) best interests at heart. Her personable attitude towards dealing with clients is second to none and I have never felt more at home with an insurance or benefit agent. I would sincerely recommend her to anyone I deal with.
Jill Berquist, PCC, Leader and Executive Coach
I have come to know Diana as a colleague as I have done some work within her company. Her energy, passion and charisma is conveyed not only in her role helping people transition and grow their careers--once she cares about something, she is a true champion to the cause. Diana is someone you want face-forward to your target market and in your corner. She is highly skilled in relationship management and business development. Diana has a way of breathing fresh ideas into any project and she tenaciously moves toward her objectives. I would recommend her highly for any role that entails these important qualities. Diana is an incredibly high-integrity person and it is always my pleasure to work with her.
LinkedIn User
Diana is an incredible individual and excels in her interactions with clients. When confronted with the complex and sensitive issues of insurance, benefit, and long-term financial planning, she has an exquisite knack of presenting innovative solutions in a way that is easy to understand; and most importantly beneficial for the client. Although I have only been a client of Diana for a short time, I am confident she always has my (and any client's) best interests at heart. Her personable attitude towards dealing with clients is second to none and I have never felt more at home with an insurance or benefit agent. I would sincerely recommend her to anyone I deal with.
Jill Berquist, PCC, Leader and Executive Coach
I have come to know Diana as a colleague as I have done some work within her company. Her energy, passion and charisma is conveyed not only in her role helping people transition and grow their careers--once she cares about something, she is a true champion to the cause. Diana is someone you want face-forward to your target market and in your corner. She is highly skilled in relationship management and business development. Diana has a way of breathing fresh ideas into any project and she tenaciously moves toward her objectives. I would recommend her highly for any role that entails these important qualities. Diana is an incredibly high-integrity person and it is always my pleasure to work with her.
Credentials
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How to Speak So People Want to Listen
LinkedInNov, 2022- Nov, 2024 -
Developing Your Emotional Intelligence
LinkedInOct, 2022- Nov, 2024 -
Ten Habits of Mentally Strong People
LinkedInOct, 2022- Nov, 2024 -
Creating Positive Conversations with Challenging Customers (2019)
LinkedInSep, 2022- Nov, 2024 -
Persuasive Selling
LinkedInSep, 2022- Nov, 2024 -
Writing Emails People Want to Read
LinkedInSep, 2022- Nov, 2024
Experience
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Johnson Brunetti Retirement & Investment Specialists
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United States
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Financial Services
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1 - 100 Employee
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Director of Business Development and Retention
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Oct 2022 - Present
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Financial Advisor Associate
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Apr 2015 - Oct 2022
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Crump Life Insurance Services
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United States
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Insurance
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500 - 600 Employee
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Client Concierge Associate
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Oct 2013 - Apr 2015
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The Zuzolo Financial Group
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Glastonbury, CT
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Financial Representative
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Nov 2011 - Oct 2013
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Director of Recruiting
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Jul 2010 - Oct 2013
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Hire Aspirations
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Professional Training and Coaching
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1 - 100 Employee
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Director of Corporate Services-Outplacement
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Sep 2007 - Jul 2010
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Education
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Troy University
Master, Leadership -
Creighton University