Michael Soczka, CLU, LUTCF, FICF

Regional Manager, Northwest Wisconsin and MInnesota at Catholic Financial Life
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Contact Information
us****@****om
(386) 825-5501
Location
Marathon County, Wisconsin, United States, US
Skills

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Bio

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Credentials

  • Trustworthy Selling Award
    LIMRA
    Jan, 2013
    - Nov, 2024
  • Certified Fraternal Field Manager Degree
    Kinder Bros Int'l
    Jan, 2008
    - Nov, 2024
  • Fraternal Insurance Counsellor Fellow
    Fraternal Field Managers Association
    Jan, 2008
    - Nov, 2024
  • Chartered Life Underwriter
    Bryn Mawr College
    Jan, 2001
    - Nov, 2024
  • General Agency Manager Association International
    NAFIC
    Jan, 1998
    - Nov, 2024
  • AMTC Field Management Training Course
    Agency Managers Training Council
    Jan, 1996
    - Nov, 2024
  • Life Underwriter Training Council Fellow
    NAFIC
    Jan, 1987
    - Nov, 2024

Experience

  • Catholic Financial Life
    • United States
    • Insurance
    • 100 - 200 Employee
    • Regional Manager, Northwest Wisconsin and MInnesota
      • Apr 2002 - Present

      Over 30 years of successful agency management; recruiting, hiring, training, and delivering financial advisors to a high level of success. Creating proper work habits to develop marketing and sales skills; coaching new and veteran advisors in building their business. Successful agency building in both rural and metropolitan areas in Wisconsin and Minnesota, opening offices in La Crosse, Eau Claire, Hudson, St. Paul and Minneapolis, Rochester, Fairmont, and Stevens Point. Over 30 years of successful agency management; recruiting, hiring, training, and delivering financial advisors to a high level of success. Creating proper work habits to develop marketing and sales skills; coaching new and veteran advisors in building their business. Successful agency building in both rural and metropolitan areas in Wisconsin and Minnesota, opening offices in La Crosse, Eau Claire, Hudson, St. Paul and Minneapolis, Rochester, Fairmont, and Stevens Point.

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Agency Manager
      • Aug 1975 - Apr 2002

      Financial advisor/agency manager; recruiting, hiring and training of new and veteran financial advisors. Financial advisor/agency manager; recruiting, hiring and training of new and veteran financial advisors.

Education

  • Bryn Mawr College
    CLU, Insurance, Estate Planning, Retirement Planning, etc.
    1987 - 2001
  • University of Wisconsin Wausau Campus
    History, Theatre
    1973 - 1974

Community

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