David Klein Email & Phone Number
Advanced Sales Specialist @ Fieldstone Insurance Group, LLC
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David Klein Location
- Miami, FL, US
David Klein Work
- Advanced Sales Specialist @ (February 2023 - Present)
- Instructor @ (January 2009 - Present)
- Business Development Specialist @ (May 2021 - January 2023)
- Insurance and Financial Planning Specialist @ Brandon Brokerage (July 2017 - April 2021)
- Insurance Consultant @ DK Financial Services (August 2016 - July 2017)
- Regional Sales Vice President @ (November 2015 - August 2016)
- Regional Director @ AIM Systems, Inc. (August 2014 - November 2015)
- Regional Sales Vice Presdent @ (August 2012 - July 2014)
- Regional Vice President @ Presidential Life (November 2007 - August 2012)
- Regional Vice President @ Conseco (January 2005 - January 2007)
- Annuity Director @ Diversified Underwriters Services, Inc. (January 2000 - January 2005)
- Marketing Rep @ John Alden Life (January 1993 - January 1998)
David Klein Education
- University of Florida - Warrington College of Business
Bachelor of Science (B.S.) (Finance)
1987-1991 - University of Florida - Warrington College of Business
Finance
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 3 emails and 3 mobile phone numbers on RocketReach.
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Top Fieldstone Insurance Group, LLC Employees
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Jersey City, NJ, US
David Klein
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Susan Wojo
Client Executive
New York, NY, US
Brian Goodwin
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