Leilani M.

Annuity Sales Consultant at CUNA Mutual Group Annuities
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area

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Bio

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Credentials

  • Behavioral Financial Advice
    think2perform
    Sep, 2023
    - Oct, 2024
  • Certified ScrumMaster (CSM)
    Scrum Alliance
    Jul, 2022
    - Oct, 2024
  • Life & Health Insurance Licenses
    Life and Health Insurance
    Jan, 2013
    - Oct, 2024
  • Series 6
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2010
    - Oct, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2010
    - Oct, 2024

Experience

  • CUNA Mutual Group Annuities
    • United States
    • Insurance
    • 1 - 100 Employee
    • Annuity Sales Consultant
      • Nov 2022 - Present
  • Nationwide
    • Insurance
    • 1 - 100 Employee
    • Regional Wholesaler - San Diego to Riverside
      • Jun 2021 - Jul 2022
  • Brighthouse Financial
    • United States
    • Insurance
    • 700 & Above Employee
    • Internal Wholesaler - IA, NE, AR, & OK
      • Nov 2019 - Jun 2021
  • Jackson
    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Internal Wholesaler II - South Carolina & Charlotte, NC
      • Nov 2018 - Nov 2019
  • Vanguard
    • United Arab Emirates
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Retirement Income Consultant
      • May 2015 - Jul 2018

    • Client Experience Administrator
      • Mar 2017 - Jul 2017

    • Annuity Integrated Client Services
      • Oct 2013 - May 2015

    • Integrated Client Services
      • Aug 2011 - Oct 2013

    • Education Savings Group Internship
      • May 2011 - Aug 2011

    • Client Relationship Associate
      • Sep 2010 - May 2011

  • Chase
    • Netherlands
    • IT Services and IT Consulting
    • SSA
      • May 2009 - Sep 2010
  • Washington Mutual Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • Float Bank Teller
      • Sep 2008 - May 2009

    • Bank Teller
      • Apr 2007 - Sep 2008

Education

  • Benedictine University
    Bachelor of Arts - BA, Professional Studies
    2021 - 2022

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