Steven Ruffini
Sautee,GA
Summary
Skilled Professional with years of industry experience in business development and strategic planning expertise. Adept at implementing insurance solutions with financial advisors and optimize efficiency in business operations. Highly skilled in Estate panning, Succession planning, Legacy Planning, Insurance consulting, and the use of life insurance as a solution.
Overview
12
12
years of professional experience
Work History
Area Vice President
GBS LIfe Insurance And Financial Service
11.2022 - Current
- Promoted insurance solutions in a point of sale role with individuals and teams in the financial services industry.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Advanced Planning Specialist
Level Four Financial
06.2021 - 11.2022
- Built and managed relationships with CPA's and other financial services individuals to provide solutions to clients insurance planning needs
- Built and managed relationships with key clients and partners to drive growth.
- Led successful sales presentations to prospective clients, resulting in increased partnerships and collaboration opportunities.
- Interpreted clients' needs and introduced services to fit specific requirements.
Sales Vice President
Highland Capital Brokerage
11.2011 - 06.2021
- Collaborated with Trust, Banking, Investment, and other professional teams to provide solutions for their clients
- Established and maintained strong relationships with financial advisors and strategic partners.
- Fostered new business through participation in presentations and training, initiating communication to solve client needs.
Education
Bachelor of Science - Business Administration And Management
Ferris State University
Big Rapids, MIChartered Life Underwriter - Insurance
The American College of Financial Services
King Of Prussia, PAChartered Financial Consultant - Insurance
The American College of Financial Services
King Of Prussia, PACertified Exit Planning Advisor - Financial Services
Exit Planning Institute
Cleveland, OHSkills
- Direct Sales
- Training
- Sales Strategies
- Design and implementation
Timeline
Area Vice President
GBS LIfe Insurance And Financial Service
11.2022 - Current
Advanced Planning Specialist
Level Four Financial
06.2021 - 11.2022
Sales Vice President
Highland Capital Brokerage
11.2011 - 06.2021
Bachelor of Science - Business Administration And Management
Ferris State University
Chartered Life Underwriter - Insurance
The American College of Financial Services
Chartered Financial Consultant - Insurance
The American College of Financial Services
Certified Exit Planning Advisor - Financial Services
Exit Planning Institute
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