Michael Liebson
Briarcliff Manor,NY
Summary
Strategic Director known for high productivity and efficient task completion. Specialize in operational strategy, team leadership, and financial oversight. Excel in communication, problem-solving, and adaptability, ensuring effective team collaboration and project success.
Overview
26
26
years of professional experience
Work History
Director, Annuity Sales
UBS Financial Services
Weehawken , NJ
2024.02 - Current
- As an Annuity Product Specialist, I work with our Financial Advisors to Identify opportunities to offer appropriate products for their clients. This is done both from the corporate home office, in person in the field, and remotely. All fostering a balance of reliability flexibility and productivity. I analyze existing contracts for Advisors and clients to better understand product design, features and benefits. I recommend and implement exchanges where appropriate, to ultimately offer our clients more competitive products, to meet each client's specific goals and objectives. The goal is to offer the best client experience possible. I manage relationships with both branch location management, supervisory & support teams, to coach and assist in the Annuity Sales process from licensing and state registration requirements to ethical best practices for compliance and documentation protocols. I manage relationships with Insurance company partners, Wholesalers, Divisional Sales Managers and Strategic Relationship Managers to support our teams throughout the sales cycle. I coordinate with key players to provide approved sales presentations and close sales. I build and maintain thoughtful relationships throughout the firm, our partners, our branches and the industry, as a subject matter expert in all areas of the Annuity Industry.
Internal Sales Consultant
Prudential Annuities
Shelton , CT
2011.07 - 2014.02
- Proactively reached out to Financial Advisors in our designated territory to present our product offerings.
- Performed administrative tasks such as scheduling appointments and coordinating travel arrangements for my external wholesaling partner to present our products Financial Advisors with intention to educate & prepare them to competently & confidently recommend Prudential's Annuity Products to their clients, when appropriate.
- Researched competitors offerings to remain up-to-date on industry trends competitive products and pricing structures.
- Built & deepened relationships with Financial Advisors to establish continued opportunities and repeat sales.
- Provided technical support during product demonstrations, presentations, webinars and other activities as needed.
- I consistently met or exceeded sales goals every month, and traveled the territory with the external wholesaler to meet our partners and build new relationships.
Financial Advisor
Chase Investment Services
Danbury CT , CT
2008.02 - 2011.07
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, insurance, legacy planning & philanthropy.
- Leveraged Financial Planning software, Moneyguide Pro, to develop financial plans for clients to ensure their long-term financial stability, growth and success, not only to get them to retirement but through retirement.
- Worked closely with Annuity Wholesaling partners to learn and master each product and implement the guarantees that only Annuities can offer.
- Leveraged client relationships to build my client book through referrals and community outreach.
Insurance Agent
Bankers Life and Casualty
Milford , CT
2006.08 - 2007.07
- Reviewed insurance policies with customers to ensure they were fully informed of their coverage options.
- Used company software to analyze customer coverage needs, write quotes, and issue policies.
- Built and maintained relationships with clients to support satisfaction.
- Our focus was on helping Senior Citizens navigate the complicated world of Medicare, Medicare Supplemental coverage, Life Insurance, Long Term Care, and Disability Insurance.
Licensed Banker
Bank of America (Fleet Bank - Quick & Reilly)
Katonah , NY
2003.01 - 2005.08
- Responsible for developing bank customers into clients, provided guidance on various banking services such as loans, mortgages, credit cards, investments and insurance policies.
- Assisted customers with their banking needs, including opening new accounts and providing information on services.
- Developed relationships with customers through regular follow-up communications regarding their accounts.
New Accounts Representative
Muriel Siebert & Co Discount Brokers
New York , NY
1998.05 - 2002.01
- Fielded inbound calls from Financial Programming TV commercials, such as CNBC, with pricing structures, and products and services offered.
- Opened all new accounts, obtained all required documentation, negotiated margin rates and options trading level approvals
- Onboarded new client portfolios, Acat processing,
- Supported both customer service and trading desk operations.
- Responded to client satisfaction challenges to improve client retention
Education
Some College (No Degree) - Insurance And Risk Management
Harrington School of Insurance
Elmsford, NYLife, Health & Variable products Licenses in multiple states -
Series 7, 63, 65
Skills
- Charismatic Leader
- Story pitching
- Legal and Regulatory Compliance
- Issues Resolution
- Strategic Planning
- Rules and regulations
- Relationships
- Relationships
- RELATIONSHIPS!
Timeline
Director, Annuity Sales
UBS Financial Services
2024.02 - Current
Internal Sales Consultant
Prudential Annuities
2011.07 - 2014.02
Financial Advisor
Chase Investment Services
2008.02 - 2011.07
Insurance Agent
Bankers Life and Casualty
2006.08 - 2007.07
Licensed Banker
Bank of America (Fleet Bank - Quick & Reilly)
2003.01 - 2005.08
New Accounts Representative
Muriel Siebert & Co Discount Brokers
1998.05 - 2002.01
Some College (No Degree) - Insurance And Risk Management
Harrington School of Insurance
Life, Health & Variable products Licenses in multiple states -
Series 7, 63, 65
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