Bio
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Topline AI
Sue Phillips is a seasoned professional with extensive experience in the financial industry.
She has held various leadership positions, including Area Manager at Sterling National Financial Group, where she managed a team and developed financial solutions for clients. As a self-employed individual, she has also built a successful career as an independent agent, working with National Life Group/Sterling Financial Group to provide tax-sheltered retirement solutions for public educational organizations and non-profit organizations.
Sue's skills span multiple areas, including public speaking, investments, entrepreneurship, team building, customer service, finance, retirement planning, insurance, marketing, and social networking. She is currently based in Tyler, Texas, and has been in her current role for over 12 years.
Experience
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Area Manager
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Nov 2011 - Present
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Independent Agent
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Nov 2011 - Present
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Independent Agent
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Nov 2011 - Present
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National Life Group/Sterling Financial Group
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Sterling National Financial Group
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Financial Professional
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Nov 2012 - May 2021
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Sterling National Financial Group
Offering solutions for tax-sheltered retirement for employees of public educational organizations and non-profit organizations. We currently work with over 7,000 school districts nationwide.
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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