Sean R.

Financial Professional at Summit Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US

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I was Sean's Team Leader with Fidelity Mortgage Inc. selling mortgages in a call center type of environment. His first month on the floor he closed the most loans out of his training class. Sean is a very hard worker, eager to learn new things, has a great selling mind and a good sense of humor. We became good friends at Fidelity and worked together as colleagues in various mortgage broker shops in Charlotte.

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Experience

  • Summit Advisory Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Professional
      • Mar 2020 - Present
  • Western & Southern Life
    • United States
    • Insurance
    • 700 & Above Employee
    • Finance Specialist
      • Oct 2019 - May 2020

      My goal is to provide personalized advanced protection & planning to individuals and employers that will meet or exceed their needs. I have worked in sales for over 20 years and fully understand the importance of developing long term relationships with other business professionals. I am available day or night and also have a full service team that is familiar with all of my clients in the rare instance that I am unavailable. We pride ourselves on making the process as seamless as possible so our clients are able to speak to an educated representative without the hassle of going thru an automated system. I am currently licensed in NC / SC. I can provide a comprehensive review that will meet your present and future needs. so please do not hesitate to contact me with any questions or concerns. Show less

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • Feb 2019 - Oct 2019

      Agent licensed to sell insurance through New York Life Insurance Company Agent licensed to sell insurance through New York Life Insurance Company

  • Relation Insurance Services
    • United States
    • Insurance
    • 300 - 400 Employee
    • Personal Insurance Agent
      • Apr 2017 - Feb 2019
  • Liberty Mutual Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Insurance Agent
      • Apr 2015 - Apr 2017
  • Payroll 1, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Account Executive
      • Nov 2013 - Apr 2015

      I work with small to medium sized businesses to streamline back office processes such as payroll, tax, human resources, federal and state compliance. In turn my clients are protected from Liability, Penalties and Headaches Payroll 1 provides comprehensive payroll processing and tax filing services for employers in any industry in all 50 states, with a tradition of providing exemplary service since 1986. Payroll 1 offers easy, intuitive online products for clients to use, and also assigns a single payroll specialist to each account. So, when questions arise, clients speak directly to the payroll specialist who knows them and whose name they know. We provide a true One-on-One Concierge Customer Service Model. Show less

  • Rollins, Inc. / Orkin
    • South East Region Commercial Account Manager
      • Jul 2011 - Oct 2013

Education

  • Hanover Park High School
    1984 - 1988

Community

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