Steve Blum Email & Phone Number
Business Development Specialist at Truist Life Insurance Services
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Steve Blum Location
- Charlotte, NC, US
Steve Blum Work
- 2020 -now Business Development Specialist at Truist Life Insurance Services @ Truist Life Insurance Services
- 2018 -now Business Development Specialist @ BB&T
- 2018 -now Business Developlement Specialist, BB and T Life Insurance Services @ BB&T Life Insurance Services
- 2013 -now Business Development Specialist @ TIME Financial, a Crump Company
- 2011 -2013 Sales Manager @ Investors Marketing Services
- 2010 -2011 Senior General Agent @
- 2009 -2010 VP Business Development @ Hooper Holmes Underwriting Solutions
- 2004 -2008 Regional Vice President @
- 2003 -2003 Senior Internal Wholesaler @
- 2000 -2003 Compliance Manager @ Community Bank Marketing
- now Senior Compliance Analyst @
- 1993 -1999 RVP @ First Union Brokerage Services
- now Investment Representative @
- now Regional Account Manager @ GNA
Steve Blum Education
- The University of Georgia
BA (English)
1973-1977 - The University of Georgia
Steve Blum Skills
- Investment Advisory
- Strategy
- Retirement Planning
- Strategic Financial Planning
- 401k
- Term Life Insurance
- Securities
- Financial Planning
- Sales
- Brokers
- Employee Benefits
- Marketing
- Estate Planning
- Universal Life
- SQL
- Financial Planners
- Pensions
- Wealth Management
- Disability Insurance
- Whole Life
- Underwriting
- IRAs
- Series 24
- Financial Services
- Life Insurance
- Mutual Funds
- FINRA
- Critical Illness
- Insurance
- Retirement
- Health Insurance
- Series 6
- Account Management
- Investments
- Sales Management
- Territory Mgmt
- Financial Advisory
- Long Term Care Insurance
- Series 63
- Fixed Annuities
- Series 65
- Wealth
- Business Development
- Series 7
- Microsoft Office
- Variable Annuities
- Financial Analysis
- Long Term Care
- Consulting
- IBM
- Territories
- Community
- Brokerage
- Customer Retention
- Sales Operations
- Finance
- Structure
- Oversight
- Ability To Motivate
- Sales and Marketing
- Complaints
- Third Party
- Management
- Revenue
- Key Account
- Financial Statements
- Marketing Support
- Resolve
- Committees
- Compliance Training
- Licensed to Sell Insurance
- Accounting
- Georgia
- Networking
- Account Planning
- Business Services
- Cell
- Trade Unions
- English
- Atlanta
- Individual Life
- Solution Implementation
- Strategies
- Variable
- Training
- Policy
- Supervisory
- Audience
- Product Development
- Trains And Add Rails
- Community Banks
- Tactical Planning
- Campaigns
- Promoting
- Concepts
- Jurisdiction
- Illness
- Training Manuals
- Communication
- Home
- New Relationships
- Bulletins
- Business Partner
- Sales Trainings
- Value Propositions
- Contractual Agreements
- Cultural Heritage
- IMO
- Covering
- Presentations
- Accident
- Internal Audit
- Breadth
- Sizes
- Product Training
- Materials
- Compliance
- Key Accounts
- Meetings
- Recruiting
- Dealers
Steve Blum Summary
- Steve Blum, based in Charlotte, NC, US, is currently a Business Development Specialist at Truist Life Insurance Services at Truist Life Insurance Services. Steve Blum brings experience from previous roles at BB&T, BB&T Life Insurance Services, TIME Financial, a Crump Company and Investors Marketing Services. Steve Blum holds a 1973 - 1977 BA in English @ The University of Georgia. With a robust skill set that includes Investment Advisory, Strategy, Retirement Planning, Strategic Financial Planning, 401k and more. Steve Blum has 1 mobile phone numbers on RocketReach.
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