Nicholas Kuba
Londonderry,USA
Summary
Results-driven professional with a strong background in planning and market research, dedicated to driving growth in Fidelity’s Long Term Care products. Proven ability to develop client-centric solutions that enhance care outcomes and operational efficiency through effective cross-team collaboration and leadership.
Overview
14
14
years of professional experience
Work History
Long Term Care Consultant
Fidelity
01.2019 - Current
· Led Long-Term Care team in total sales in 2023 and 2024 protecting 214 families with over 19 million in closed business
· Worked on LTC process and call flow for Nationwide LTC product launch
· CLTC Licensed 2022
· Worked on LTC Planning Brochure and Pre-Qualification Brochure
Financial Consultant Merrimack
Fidelity
01.2017 - 01.2019
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
Relationship Manager for VP FC Team
Fidelity
01.2014 - 01.2016
ISR
Fidelity
01.2012 - 01.2014
Service and Trading
Fidelity
01.2011 - 01.2012
Education
Bachelor of Science - Marketing
Coastal Carolina University
Conway, SC05.2010
Skills
- Self motivation
- Problem-solving
- Analytical skills
- Team collaboration
- Strategic financial planning
- Insurance planning
- Client relationship development
Regulatory Licenses
- Series 7
- Series 63
- Series 66
- Insurance License
- CLTC
Recognition And Awards
- FIN Excellence in Action, Q1 2020
- FIN Excellence in Action, Q3 2021
- FIN Excellence in Action, Q4 2022
- Presidents Circle 2012
- ISR Excellence in Action, Q2 2012
- Employee of the Month for ISR, Q3 2012
- Employee of the Month for ISR, Q1 2013
Timeline
Long Term Care Consultant
Fidelity
01.2019 - Current
Financial Consultant Merrimack
Fidelity
01.2017 - 01.2019
Relationship Manager for VP FC Team
Fidelity
01.2014 - 01.2016
ISR
Fidelity
01.2012 - 01.2014
Service and Trading
Fidelity
01.2011 - 01.2012
Bachelor of Science - Marketing
Coastal Carolina University
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