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Rachel Smith Location
Birmingham, AL, US
Rachel Smith Work
Partner, Vice President of Sales @ (November 2024 - Present)
AVP National Account Management, Training, and Marketing @ (July 2021 - November 2024)
Director of Internal Sales @ First Protective (November 2012 - July 2021)
Regional Sales Director @ First Protective (September 2007 - November 2012)
Brokerage Relationship Management Specialist @ (January 2005 - January 2007)
Internal Relationship Specialist @ (January 2003 - January 2005)
Manager of Internal Annuity Distribution @ (January 2000 - January 2003)
Annuity Internal Wholesaler @ (January 1998 - January 2000)
Rachel Smith Education
The American College of Financial Services
Chartered Life Underwriter (Life Insurance)
2012-2014
University of Alabama at Birmingham
Bachelor of Arts (B.A.)
1996-2000
Securities Licensed with Series 7,66 and 24
Rachel Smith Skills
Fixed Annuities
Retirement Planning
Life Insurance
Insurance
Long-term Care
Microsoft Office
Relationship Management
Customer Service
Long Term Care
Rachel Smith Summary
Rachel Smith, based in Birmingham, AL, US, is currently a Partner, Vice President of Sales at Simplicity Group. Rachel Smith brings experience from previous roles at Concourse Financial Group, First Protective and Protective Life. Rachel Smith holds a 2012 - 2014 Chartered Life Underwriter in Life Insurance @ The American College of Financial Services. With a robust skill set that includes Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Long-term Care and more. Rachel Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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