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Eric Swift Location
Minneapolis, MN, US
Eric Swift Work
Insurance and Financial Advisor @ (August 2023 - Present)
Financial Advisor @ Secured Retirement (August 2019 - October 2023)
Financial Representative @ (March 2015 - August 2019)
Insurance Agent @ (January 2011 - February 2015)
Territory Sales Representative @ (September 2008 - November 2010)
Executive Team Leader @ (March 2005 - May 2008)
Eric Swift Education
University of Minnesota Crookston
Bachelor's Degree (Business Management, Marketing AAS, IT Management, AAS)
1997-2001
Eric Swift Skills
401k Rollovers
529 Plans
Account Management
Cold Calling
Customer Retention
Customer Service
Direct Sales
Finance
Financial Advisory
Financial Services
Fixed Annuities
Income Planning
Insurance
Insurance Planning
Investments
Leadership
Licensed Life & Health Insurance Agent
Licensed Property & Casualty Insurance Agent
Life Insurance
Management
Marketing
Retirement Planning
Roth IRA
Sales
Sales Management
Sales Presentations
Series 6
Series 63
Tax Planning
Team Building
Team Leadership
Term Life Insurance
Traditional IRA
Training
Universal Life
Licensed Property and Casualty Insurance Agent
Licensed Life and Health Insurance Agent
Eric Swift Summary
Eric Swift, based in Minneapolis, MN, US, is currently a Insurance and Financial Advisor at COUNTRY Financial®. Eric Swift brings experience from previous roles at Secured Retirement , COUNTRY Financial®, Assurant Health and G&K Services. Eric Swift holds a 1997 - 2001 Bachelor's Degree in Business Management, Marketing AAS, IT Management, AAS @ University of Minnesota Crookston. With a robust skill set that includes 401k Rollovers, 529 Plans, Account Management, Cold Calling, Customer Retention and more. Eric Swift has 1 emails and 1 mobile phone numbers on RocketReach.
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