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Carli Day
Annuity Case Manager And Senior V.P Director Of Sales Assistant at Simplicity Insurmark
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Work Experience
Annuity Case Manager And Senior V.P Director Of Sales Assistant
Apr 2009 - Present · 15 years and 8 months
3mark
May 2006 - Jan 2009 · 2 years and 8 months
Life Settlements Coordinator
Jul 2008 - Jan 2009 · 6 months
Life Case Manager
May 2006 - Jul 2008 · 2 years and 2 months
Company Details
11-50 Employees
As the industry’s leading Advisor Development Organization (ADO), Simplicity InsurMark is committed to aligning independent financial advisors with best-of-breed resources and services. Our dedicated team of advisor development consultants work with valued partners and vendors to navigate the ever-changing industry with our value engineering process, online educational courses and on-site training sessions. This process encompasses brand development and marketing, leads generation, practice betterment, client experience and communications in an effort to build a business blueprint that can be implemented to the benefit of their practice and clients alike.
Year Founded
1983
Social Media
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Industry
Insurance
HQ Location
820 Gessner Rd Houston, Texas, US
Keywords
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