2000 -
2005 Annuity Director @ Diversified Underwriters Services, Inc.
1993 -
1998 Marketing Rep @ John Alden Life
David Klein Education
University of Florida - Warrington College Of Business
Bachelor of Science (B.S.) (Finance)
1987
-
1991
null
David Klein Skills
Long Term Care
Annuity
Retirement
Insurance
Annuities
Fixed Annuities
Wholesaling
Insurance Planning
Long-term Care
Life Insurance
Wholesale
Financial Planners
Whole Life
Term Life Insurance
Strategic Financial Planning
Universal Life
Liability
Securities
Disability Insurance
IRAs
401k
Mutual Funds
Series 63
Retirement Planning
Series 6
Variable Annuities
Long Term Care Insurance
Critical Illness
Financial Planning
401(k) Retirement Savings Plans
Whole Life Insurance
Wealth Accumulation
Sales Management
Account Management
Territory Development
Insurance Brokerage
Tax Free Income
Underwriting
Business Development
Team Leadership
Negotiation
Presentation Skills
Sales Presentations
Sales Process
Higher Education
Annuity Sales
BGA
IMO
Product Knowledge
Business Planning
David Klein Summary
David Klein, based in Miami, FL, US, is currently a Advanced Sales Specialist at Fieldstone Insurance Group, LLC. David Klein brings experience from previous roles at Dalton Education, Crump Life Insurance Services, Brandon Brokerage and DK Financial Services. David Klein holds a 1987 - 1991 Bachelor of Science (B.S.) in Finance @ University of Florida - Warrington College Of Business. With a robust skill set that includes Long Term Care, Annuity, Retirement, Insurance, Annuities and more. David Klein has 4 emails and 1 mobile phone numbers on RocketReach.
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