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Joe Roberts

Regional Sales Consultant at Millennium Brokerage Group, LLC
Intro Book
Financial expert shielding clients' wealth from event risks.
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Location
Greenville, South Carolina, United States, US
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Bio

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Joe Roberts is a seasoned financial professional with 25+ years of experience in the financial service industry. He holds a Hartered Life Underwriter designation from The American College and has worked as a general agent, regional sales consultant, and president of various companies, helping clients protect their wealth from event risks using insurance products. With extensive experience in life, long term care, and disability solutions, Joe has developed a strong expertise in shielding clients' wealth from risks such as sickness, disability, and death.

Experience

  • Millennium Brokerage Group, LLC
    • Regional Sales Consultant
      • Sep 2013 - Present

      I act in the capacity of a general agent helping other financial professionals to identify and place life, long term care and disability solutions with their clients. In so doing, we shield clients wealth from risk events such as sickness, disability and death.

  • Wealth Solutions, LLC
    • President,
      • Mar 2013 - Present

      Wealth Solutions was founded in 2103 for the sole purpose of helping my clients protect their wealth from event risks. We do so by shielding their wealth using a variety of insurance products, including Medicare, Medicare Advantage, Life, Long Term Care and Disability. With almost 25 years of experience in the financial service industry the importance of helping families and businesses manage event risk has made a difference to those I serve.

  • Highland Capital Brokerage
    • Saeles Vice President
      • Oct 2006 - Dec 2012

  • AIM Systems, Inc.
    • Regional Director
      • Jul 1999 - Sep 2006

Education

  • 1985 - 1989
    University of Connecticut
  • The American College
    hartered Life Underwriter, Insurance and Insurance planning

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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