Michael Hartzell
Finksburg,MD
Summary
Professional candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Planner
Elite Income Advisors/Retirement Planning Services
10.2018 - Current
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Developed recommendations specific to client's financial situation on variety of topics.
- Drafted comprehensive financial plans to offer recommendations and supporting data.
- Created financial models to analyze and evaluate investment strategies.
- Presented 50 educational workshops per year.
- Co-hosted a weekly financial planning radio show
- Co-hosted a weekly financial planning television Show
Partner
New York Life
08.2017 - 10.2018
- Developed and implemented strategies to enhance advisor productivity.
- Networked with other professionals and organizations to expand recruiting.
- Counseled clients on financial planning.
Brokerage Director
Thompson Financial Group, an Office of MassMutual
05.2017 - 08.2018
- Responsible for recruiting and contracting brokers to sell MassMutual products including: Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities
- Responsible for recruiting new strategic alliances including: Community Banks, Credit Unions, CPAs, TPAs and TPEs, Professional firms
- Responsible for recruiting new experienced and inexperience advisors
- Responsible for planning and executing ongoing broker and alliance engagement events.
Director of Business Development
MetLife Premier/MassMutual Client Group of the Mid-Atlantic
09.2014 - 05.2017
- Responsible for building firm advisor teaming practices: 20% increase in revenue over prior years
- Responsible for all marketing and business plans for the top financial planning teams
- Responsible for sourcing and onboarding new local organizations for education in the workplace
- Responsible for all firm and team client acquisition and retention strategies
- Created client apperception events that consistently showed over ten times return on investment
Regional Marketing Director
MetLife Premier Client Group
04.2013 - 09.2014
- Led team of marketing professionals that were responsible for creation, implementation and execution of firm and top advisor marketing plans in the southeast United States
- Responsible for planning and execution with on firm marketing budgets and return on investment in consultation with Managing Partners
- Identified key sales office demographics for target marketing and sales office relocation for senior sales management by conducting and analyzing market research
- Created company wide client segmentation system.
Director of Marketing
Gateway Capitol Financial, an Office of MetLife
09.2010 - 04.2013
- Responsible for design, implementation and execution of firm market strategy: markets included federal employees, health care professionals and book of business
- Developed firm marketing training program
- Developed firm level performance based lead distribution system that improved results to 4.3 million in first year revenue
- Responsible for community branding and outreach through local charitable organizations
- Consulted with all top advisors on client cultivation strategies
Field Marketing Consultant
MetLife
04.2009 - 09.2010
- Responsible for firm marketing infrastructure development in 16 MetLife firms in the southeast United States
- Responsible for top advisor marketing and business consultations that result in 10% GDC increase over prior year
- Helped develop firms all firm marketing plans and initiatives in southeast United States
Regional Sales Manager
MetLife Auto and Home
02.2007 - 04.2009
- Gave detailed pricing input to state management based on specific financials in the territory: loss ratio, earned premium, closing ratio and demographics
- Responsible for the training of personal lines products for all MetLife Financial Associates who sold property and casualty insurance
- Coordinated and assisted in designing personal lines marketing campaigns for Agency Distribution Group firms
- Trained Agency Distribution Group agents on how to incorporate property and casualty insurance sales in their Financial Services presentations to their clients.
Education
Consumer Sciences, Family Financial Planning
University of Alabama
Tuscaloosa, Alabama10.2024
ChFC And RICP Track
The American College
Bryn Mawr, Pennsylvania10.2024
Chemical Engineering
University of Maryland
College Park, Maryland01.2002
Skills
- Strategic financial planning
- Wealth Management
- Tax planning
- Market Research
- Retirement planning
- Estate Planning
- Leadership
- Public Speaking
Certification
- Property and Casualty
- Life and Health Insurance
- Series 66
- Series 7
Timeline
Financial Planner
Elite Income Advisors/Retirement Planning Services
10.2018 - Current
Partner
New York Life
08.2017 - 10.2018
Brokerage Director
Thompson Financial Group, an Office of MassMutual
05.2017 - 08.2018
Director of Business Development
MetLife Premier/MassMutual Client Group of the Mid-Atlantic
09.2014 - 05.2017
Regional Marketing Director
MetLife Premier Client Group
04.2013 - 09.2014
Director of Marketing
Gateway Capitol Financial, an Office of MetLife
09.2010 - 04.2013
Field Marketing Consultant
MetLife
04.2009 - 09.2010
Regional Sales Manager
MetLife Auto and Home
02.2007 - 04.2009
Chemical Engineering
University of Maryland
- Property and Casualty
- Life and Health Insurance
- Series 66
- Series 7
Consumer Sciences, Family Financial Planning
University of Alabama
ChFC And RICP Track
The American College
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