Charles P Floeckher is a qualified expert, working in Everquote main office of which is in 518. on the position of Life Insurance Consultant from 2018. This person has earned professional experience in more than 13 positions at various companies. Charles P Floeckher went to the Gettysburg College and was studying from 2007 to 2009. Swampscott, Massachusetts is the city, where this person was lastly known to settle. This professional's phone and email can be easily accessed through this website by request.
Name variants:
Charlie Floeckher,
Chad Floeckher,
Chas Floeckher,
Chuck Floeckher,
Karl Floeckher
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 4, 2022
Email
cf**@nylifesecurities.com, cf**@gmail.com
Location
Swampscott, MA
Company
Workplace
Life Insurance Consultant
Cambridge, MA
Industry
Internet, Commercial Nonphysical Research, Nonclassifiable Establishments, Advertising, Nec, Nsk
Colleagues
Work History
Life Insurance Consultant
210 Broadway SUITE 302, Cambridge, MA 02139
As a member of a small team that helped launch EverLife in January 2018, an independent life insurance brokerage established by EverQuote, consult with clients on life insurance coverage pla...
Jan 2018 — Dec 2018
Life Insurance Broker
101 Federal St SUITE 800, Boston, MA 02110
Through a broker contract with CFG Financial Network, offer MassMutual life insurance products, including term, universal, and whole life policies, long term care, and fixed annuities.
Oct 2017 — Dec 2018
Financial Advisor
Work along side a highly skilled team of banking professionals to provide financial solutions to families and business owners in the Greater Boston Area, centered around protecting, accumula...
from Dec 2018
Financial Advisor
101 Federal St SUITE 800, Boston, MA 02110
Worked towards building a fee-based financial planning practice, focused on equipping clients with an integrated financial strategy utilizing investments and insurance products.
2017 — Oct 2017
Assistant Lacrosse Coach
550 Huntington Ave, Boston, MA 02115
For three years, served as an assistant coach for the WIT Division 3 NCAA Lacrosse program, working extensively with the goalies to improve skills and prepare for competition.
Aug 2014 — Aug 2017
Financial Professional
51 Madison Ave, New York, NY 10010
Took steps to transition New York Life financial services practice to a fee-based financial planning practice through NYL’s Eagle Strategies platform.
Sep 2016 — Mar 2017
Financial Services Professional
51 Madison Ave, New York, NY 10010
Established and maintained a financial services book of business, focused on providing clients with life insurance, mutual fund and annuity solutions.
Dec 2014 — Mar 2017
Financial Professional
6300 Lamar Ave, Mission, KS 66202
Provided clients with asset allocation investment solutions exclusively through Waddell & Reed and Ivy Investments advisor platform.
Mar 2014 — Dec 2014
Financial Professional
300 5Th Ave, Pittsburgh, PA 15222
Served in a hybrid role as a financial advisor and banker, assisting bank clients with a wide variety of financial and investment needs.
Sep 2012 — Feb 2014
Head Coach
Lead a high school club lacrosse team, coordinating and planning practices, managing games, communicating with college coaches and tactfully fielding parent commentary.
Aug 2012 — Feb 2014
Client Associate
Preformed a variety of duties including supporting financial advisors, responding to client requests, maintaining client accounts, and on-boarding new advisors.
Feb 2011 — Aug 2012
Assistant Coach
Acted specifically as the team’s defense and goalies assistant, running drills, providing one-on-one instruction, and occasionally offering private goalie training.
Feb 2010 — Jul 2012
Loan Processor
3 Talbott Ave SUITE 101, Timonium, MD 21093
Gained valuable work experience processing mortgage loans.
Oct 2009 — Aug 2010
Education
2007 — 2009
2004 — 2006
1997 — 2004
Occupations
Financial Broker
Financial Consultant
Counselor
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Financial Services Professional
Financial Services Sales Agent
Advisor
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Investments
Disability Insurance
Retirement
Financial Analysis
Marketing Strategy
Coaching
Asset Management
New Business Development
Insurance
Asset Allocation
Fixed Annuities
Risk Management
Business Development
Data Analysis
Project Management
Customer Relationship Management
Online Marketing
Microsoft Excel
Microsoft Word
Salesforce.com
Management
Team Management
Networking
Professional Phone Skills
Client Services
Leadership
Social Media
Sales
Written Communication
Strategic Planning
Financial Services
Client Development