Steven W. Glatzer, CLF

954-***-****, acxg23@r.postjobfree.com

***** ******** ****** ********, ******* 33076

EXPERIENCE,

MassMutual Managing Director August 2015 - Current

Bank of America Merrill Lynch Delray Beach, Florida

AVP Financial Solutions Advisor January 2015-August 2015

Produced over 1.3 Million in new money –first quarter 2015

Principal Financial Group Miramar, Florida

Managing Director August 2012 – January 2015

Recognized nationally as one of the top ten managing directors at principal financial group in 2013 as a qualifying MART member

Developed two century club qualifying representatives along with two pace setter qualifying representatives (field training) working with the high net worth

Assisted in selling to businesses and individuals; over 3 million dollars of production

Bankers life and causality company Coral Gables, Florida

Unit Sales Manager May 2011 - July 2012

Recruited and professionally trained 73 insurance professionals

Coached two million dollar round table qualifiers –working with the high net worth

Implemented a unique leads process that increased production of the sales unit by over 40 percent.

AXA Fort Lauderdale, Florida

Managing associate December 2010 - April 2011

Recruited 6 financial representatives (field training)

Established recruiting program that contained monthly seminars that improved quality of recruits

Produced over $100,000 in life insurance premium personally –High net worth Seminars

New England Financial Group Boca Raton, Florida

Managing associate April 2006 - November 2010

Initiated a 6 month training program for new advisors that increased retention rates well above industry averages

Created an automated recruiting system which increased seminar attendance threefold by creatively combining different processes

Recruited 26 financial representatives

Increased sales volume each year by at least 25 percent

Conducted high net worth estate planning seminars

Lincoln Financial Boca Raton, Florida

Financial Representative November 2003 – March 2006

Personally Sold over $200,000 of FYC per year

Presented financial and insurance seminars for high net worth individuals

Honors

Million Dollar Roundtable Qualifier 1998 - 2003

NAIFA 1996 - 2006

Licenses

Life health and variable annuities 215 (Florida)

FINRA Series 6, 7, 24, 63, 66

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