Professional Summary
Overview
Work History
Education
Skills
Timeline

Craig Koeth

Hantz Financial Services
Willoughby,OH
27
years of professional experience

Dynamic Sales Advisor with a proven track record at Hantz Financial Services, excelling in relationship building and market research. Expert in developing tailored financial strategies, enhancing client satisfaction, and driving new business opportunities. Licensed in Series 7, 24, and 63, I consistently deliver results through exceptional service and compliance adherence.

Work History

Sales Advisor

26 Years 10 Months
Hantz Financial Services | 10.1999 - 08.2026
  • Enhanced customer engagement through personalized service and product recommendations.
  • Developed tailored financial strategies to meet diverse client needs.
  • Conducted thorough market research to identify emerging trends and opportunities.
  • Mentored junior advisors, fostering professional growth and adherence to compliance standards.
  • Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
  • Listened to customer details and offered matching solutions to meet a wide range of requirements.
  • Developed long-lasting client relationships by providing exceptional customer service.
  • Developed, maintained and utilized diverse client base.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.

Education

Bachelor of Science - Finance

The Ohio State University | Columbus, OH | 06-1996

Skills

Sales expertise
Sales expertise
Sales background
Sales strategies
Sales consultation
Product and service sales
Cross-selling services
Sales training
Market research
Relationship building
Account servicing
Complex Problem-solving
Series 7
24
63 licensce
Life and health license
P&C licensce
Regulatory compliance
Financial advisory certifications
Community engagement

Timeline

Sales Advisor

Hantz Financial Services
10.1999 - 08.2026Read More

The Ohio State University

Bachelor of Science from Finance
Read More
Craig Koeth