Andy Hoffman is a eficient professional, working in Lpl Financial main office of which is in 353. on the position of Internal Regional Director of Advisor Recruiting since 2017. Andy Hoffman gained professional experience in more than eight positions at different companies. Andy Hoffman went to the United Faith Christian Academy and received education. Charlotte, North Carolina is the city, where the professional was known to settle. Their phone number and email can be easily accessed through this website by request.
Name variants:
Andreas Hoffman,
Andrew Hoffman,
Drew Hoffman,
Andrea Hoffman
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ah**@cplanning.com, an**@gmail.com
Location
Charlotte, NC
Company
Workplace
Internal Regional Director of Advisor Recruiting
San Diego, CA
Industry
Financial Services
Colleagues
Work History
Internal Regional Director of Advisor Recruiting
4707 Executive Dr, San Diego, CA 92121
Achieved 110% of annual Assets Under Management goal for 2017 and 115% of goal for 2018
Retained and onboarded National Planning Holdings Advisors in one of largest acquisition deals in br...
Jan 2017 — Jan 2019
Internal Wholesaler - Annuities
200 Park Ave, New York, NY 10016
Provided sales and service to Financial Advisors from firms including Merrill Lynch, JP Morgan, Wells Fargo and Edward Jones
Led several presentations on Modern Portfolio Theory and the Ef...
Jun 2015 — Dec 2016
Financial Specialist
Utilized advanced selling tactics and tools to achieve client buy-in for concepts such as purchasing coverage, Disability Income and
Life Insurance in Human Life Value, as well as using Wh...
Jul 2014 — Jun 2015
Registered Representative
40 Wall Street Ct, New York, NY 10005
Achieved first year goal of writing 50 Life policies (firm did not sell disability insurance)
Established diverse client referral base in rural North Carolina and successfully reestablishe...
Jan 2013 — Jun 2014
Sales Representative
South Carolina
Prospected new clients through networking, telemarketing and cold calling to sell customized service/product solutions
Apr 2013 — Dec 2013
Electronics Technician Third Class
Led group training for 30 to 45 team members on various topics from alcohol training to electrical safety
Maintained safety and security for unit of 30 officers and 2000 acres of land as O...
2005 — 2010
Business Development Officer
11215 north Community House Rd SUITE 775, Charlotte, NC 28277
Education
Occupations
Executive
Business Development Manager
Region Manager
Advisor
Sales Specialist
Agent
Sales Agent
HR Specialist
Recruitment
IT Professional
SalesForce Administrator
Accountant
Finance and Accounting Specialist
Operations Manager
Area Manager
Managers
Sales Representative
Database Administration Professional
Database Administrator
Accounting Bookkeeper
Bookkeeper
Skills
Finance
Contract Negotiation
Sales
Microsoft Office
Strategic Planning
Leadership
Financial Analysis
Retirement Planning
Investments
Fixed Annuities
Insurance
Financial Services
Mutual Funds
Financial Planning
Team Building
Life Insurance
Wealth Management
Customer Relationship Management
Inspiration
Accountability
Business Relationship Management
Relationship Building
Relationship Counseling
Sales Presentations
Presentation Skills
Emotional Intelligence
Salesforce.com
Series 6
Series 63
Life and Health Insurance Licenses
Financial Advisor Recruiting
Sales Cycle Management
Full Life Cycle Recruiting