Joe Kaplan Email & Phone Number
Sr. Managing Director @ Long Road Risk Management Services
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Joe Kaplan Location
- Gainesville, FL, US
Joe Kaplan Work
- 2024 -now Sr. Managing Director @
- 2021 -2023 Director, Producer Development @
- 2010 -2020 Division Vice President | Institutional Distribution @
- 2007 -2010 Regional Vice President | Individual Life Insurance @
- 2003 -2007 Regional Sales Manager | Individual Long Term Care @
- 2001 -2003 Manager, Training and Development | Prudential Advisors @
- 1999 -2000 Financial Professional | Prudential Advisors @
Joe Kaplan Education
- University of Florida
Bachelor of Arts
Joe Kaplan Skills
- Leadership
- Strategy
- Coaching
- Business Development
- Strategic Planning
- Sales Management
- Sales
- Consulting
- Education
- Wholesale Distribution
- Life Insurance
- Financial Services
- Insurance
- Financial Planning
- Financial Advisory
- Retirement Planning
- Risk Management
- Working with Brokers
- Training
- Management
- Certified Financial Planner
- Distribution
- Institutional
- High Sense Of Urgency
- Tenacious Work Ethic
- Teamwork
- Collaborative Problem Solving
- Cross-functional Collaborations
- Problem Solving
- Sales Coaching
- Insurance Sales
- Presentation Skills
- Consultative Approach
- Business Relationship Management
- Presentations
- Investments
- Recruiting
- Wealth Management
- Team Building
- Logistics
- Supply Chain Optimization
- Training Delivery
- Final Expense Planning
- Cross Functional Collaborations
Joe Kaplan Summary
- Joe Kaplan, based in Gainesville, FL, US, is currently a Sr. Managing Director at Long Road Risk Management Services. Joe Kaplan brings experience from previous roles at M Financial Group and Prudential Financial. Joe Kaplan holds a Bachelor of Arts @ University of Florida. With a robust skill set that includes Leadership, Strategy, Coaching, Business Development, Strategic Planning and more. Joe Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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