Joy Noe

As an Agency Development Manger for Southeastern Benefits, I work closely with businesses to assist them with solutions and benefits to retain and attain quality employees. I have over sixteen years experience working with business owners in planning and offering peace of mind. My skill set involves digging deep to understand how a business can protect and ad value while customizing the needs of a company. I strive to develop and maintain relationships with my business owners and their employees. We are able streamline human resource systems and enrollments. We also partner with businesses on setting up a tax 125 plan and create ways to save money for the business.

In addition, I get the privilege of training, mentoring and motivating a team of sales representatives. Sourcing, attracting, interviewing and selecting quality individuals to join our team is part of my role. Now I get the chance to change lives not only by mentoring others but also by speaking with businesses about life changing products that protect their employees at no cost.

• Experienced financial service professional with 23 years experience
• In my current role as a Premier Banker II I service both affluent clients and help them with a planning-based approach
• I strive to learn what is important to my clients and help them reach their financial goals and dreams
• I carry several licenses for my position, and have extensive knowledge in the lending space including mortgages
• My experience includes working with several financial advisors and partners to create financial plans
• I oversee four locations and 375 client relationships
• Small business is also a strength of mine as I help small business understand and leverage cash flow, create retirement options and look for ways to expand and grow
• I am active in my community and network with other professionals in my area to strengthen partnerships and leverage experience within the financial space.
• In my role I perform presentations to professionals and clients centered around planning and financial literacy
• With my experience I am often chosen to head up projects and enjoy leading a team
• Part of my passion is helping mentor those around me to help them reach their goals.

• I serviced small business clients in establishing, growing, and transitioning their businesses to the next level
• In this role I was responsible for going out and meeting with business owners at their place of business, engaging in presentations and meeting with office staff to ensure their banking relationship was on track
• In addition to making sure their banking was taken care of I also partnered with my trusted financial advisor to create benefit plans and retirement options for both the owner and employees
• I often attended community events and was the spokesperson for Wells Fargo.

• The role introduced me to the world of financial planning for clients
• I became licensed series 6 and 63 in 2008
• This licensure introduced me to helping my clients on broader full financial needs based approach
• Building relationships and trust of my clients was of utmost importance
• I enjoyed having meaningful conversations and utilizing knowledge to help them reach their goals and plan for the unexpected.