Adam San Juan & Kristen Abell | Ameritas
Grow Retire Ready Clients
English - May 12, 2020 15:00 - 32 minutes - 22.3 MB - ★★★★★ - 3 ratingsInvesting Business Technology financial advisors fintech advisor software retirement software retirement planning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Adam San Juan is the Regional Sales Director at Ameritas for the greater Detroit area. With over 20 years of experience helping financial advisors and TPA’s to establish 401(k) retirement plans for their small business clients and prospects.
Kristen Abell is a Regional Client/Relationship Manager at Ameritas with over fifteen years of professional experience in the Financial Services industry, focusing on retirement planning and client relationship management.
In this podcast hear pro-tips on navigating obstacles for success, getting hired, and differentiating yourself in the 401(k) market.
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