Michael Liebson
Briarcliff Manor,NY
Summary
Results driven Director of Annuity Sales at UBS Wealth Management, leveraging almost 3 decades of industry experience with UBS, Prudential Annuities. JP Morgan Chase, Bankers Life, NWML & Muriel Siebert & Co Discount Brokers. Expert in sales, client relationship management and regulatory compliance, I excel in sales, training development and relationship management, enhancing sales performance and customer satisfaction across the financial landscape.
Overview
28
28
years of professional experience
Work History
Director of Annuity Sales
UBS Wealth Management
- Results driven Director of Annuity Sales at UBS Wealth Management, leveraging almost 3 decades of industry experience with UBS, Prudential Annuities
- Expert in sales, client relationship management and regulatory compliance, I excel in sales, training development and risk management, enhancing sales performance and customer satisfaction across the financial landscape
- Experience with JP Morgan Chase, Bankers Life, NWML & Muriel Siebert & Co Discount Brokers
Manger of Insurance & Client Services
American Global Wealth Management
10.2024 - Current
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Organized and lead contact campaign for unassigned house accounts
- Identified and presented solutions for client planning needs
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Analyzed Insurance & Annuity opportunities for existing clients
Education
Not Provided -
Not Provided
No Degree - Life & Health Insurance
Harrington School of Insurance
Elmsford, NYSkills
- Sales
- Client Relationship Management
- Regulatory Compliance
- Training Development
- Risk Management
- Sales Performance Enhancement
- Customer Satisfaction
- Strategic planning
- Conflict resolution
- Financial planning
- Story pitching
Timeline
Manger of Insurance & Client Services
American Global Wealth Management
10.2024 - Current
Director of Annuity Sales
UBS Wealth Management
Not Provided -
Not Provided
No Degree - Life & Health Insurance
Harrington School of Insurance
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