Isaiah Smith Email & Phone Number
Senior Vice President, Annuity Sales and Financial Services @ The Assurance Group
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Isaiah Smith Location
- Charlotte, NC, US
Isaiah Smith Work
- Senior Vice President, Annuity Sales and Financial Services @ (January 2018 - Present)
- Vice President, Annuity Sales @ (November 2013 - January 2018)
- Investment Advisor Representative @ (January 2020 - Present)
- Investment Advisor Representative @ (July 2015 - December 2019)
- Director of Marketing and Sales (annuity division) @ (August 2004 - July 2013)
- Relationship Manager @ (January 2002 - August 2004)
- Licensed Financial Specialist @ (September 1998 - January 2002)
- Directed Trades and Customer Clearing @ Nationsbank (May 1997 - September 1998)
- Income Processing @ Nationsbank (April 1996 - May 1997)
Isaiah Smith Education
- University of North Carolina at Charlotte
Bachelor of Science (Business Administration/Marketing Concentration)
1990-1995
Isaiah Smith Skills
- Marketing
- Insurance
- Fixed Annuities
- Retirement
- Retirement Planning
- Mutual Funds
- 401k
- Investments
- Wealth Management
- Life Insurance
- IRAs
- Microsoft Excel
- Microsoft Word
- Term Life Insurance
- Strategic Financial Planning
- Leadership
- Finance
- Securities
- Financial Services
- Sales
- Management
- Sales Management
- Customer Service
- Portfolio Management
Isaiah Smith Summary
- Isaiah Smith, based in Charlotte, NC, US, is currently a Senior Vice President, Annuity Sales and Financial Services at The Assurance Group. Isaiah Smith brings experience from previous roles at The Assurance Group, Alphastar Capital Management, LLC, Regal Investment Advisors and Financial Independence Group. Isaiah Smith holds a 1990 - 1995 Bachelor of Science in Business Administration/Marketing Concentration @ University of North Carolina at Charlotte. With a robust skill set that includes Marketing, Insurance, Fixed Annuities, Retirement, Retirement Planning and more. Isaiah Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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