SAS Visual Analytics
MICHAEL C. FRITZSCHE
Senior Life & Health Product Specialist
Colorado Springs,CO
Summary
A highly motivated and trustworthy Senior Life and Health Product Specialist at USAA, with over nine years in the financial services industry. Proven to be a self-starter and problem-solver with a strong ability to work efficiently in a team-based environment with complete flexibility. Able to easily adapt to constantly changing situations, tasks, and business environments. Desires the opportunity to be a Business Intelligence Analyst at ENT Federal Credit Union to evaluate business performance which will lead to the desired optimized business outcomes.
Overview
4
4
Certifications
10
10
years of post-secondary education
7
7
years of professional experience
Work History
Senior Life and Health Product Specialist
USAA Life Company
Colorado Springs, CO
03.2019 - Current
- Product specialist of Term, Universal, and Whole Life offering, while serving as backup to Retirement Income team handling Savings and Income Annuities.
- Works with management and staff on cost saving projects and effectiveness training on life product illustrations, mentorship to sales specialists, and Knowledge Delivery database SME.
- Partners with Business Advisors and Experience Owners to build relationships between sales floor and staff positions by attending Life Business Experience Sponsor and Life Business Readiness meetings and testing and production validation.
Wealth Advisor II / I
USAA Financial Planning Services
Colorado Springs, CO
04.2018 - 03.2019
- Worked with mass affluent membership through acquisition of new managed portfolios in addition to nurturing existing accounts through annual reviews, asset allocation, and retention.
- Onboarded as part of Business Advisor Bench Team for Broker Dealer to Investment Advisor transition.
- Served as Income Annuity SME which included presenting best strategies to incorporate guaranteed income into portfolios which was shared with Wealth Management segment.
Financial Advisor III / II / I / Senior
USAA Financial Planning Services
Colorado Springs, United States
11.2014 - 04.2018
- Provided financial security to membership by weighing financial situations, giving advice, and making appropriate recommendations based on individual goals and needs.
- Educated members on implications of economic, investment market, and industry trends with tax law changes.
- Participated in Health Solutions for AEP to assist with Medicare and Prescription Drug Plans.
Education
Master of Business Administration - Applied Finance & Business Information Systems
Colorado State University
05.2016 - 12.2021
Bachelor of Arts - Organization Communications & Leadership
University of Colorado at Colorado Springs
Colorado Springs, CO 08.2006 - 12.2010
Skills
Product demonstrations
Software
Microsoft SQL Server
Power BI
Certification
Certified Financial Planner™
Timeline
SAFe® Agilist
07-2021
SAFe® Product Owner/Product Manager
07-2021
SAFe® Scrum Master
07-2021
Senior Life and Health Product Specialist
USAA Life Company
03.2019 - Current
Wealth Advisor II / I
USAA Financial Planning Services
04.2018 - 03.2019
Certified Financial Planner™
12-2017
Master of Business Administration - Applied Finance & Business Information Systems
Colorado State University
05.2016 - 12.2021
Financial Advisor III / II / I / Senior
USAA Financial Planning Services
11.2014 - 04.2018
Bachelor of Arts - Organization Communications & Leadership
University of Colorado at Colorado Springs
08.2006 - 12.2010
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