Name variants:
Joel Long,
Joseph Long
Last updated May 27, 2024
Contact Information
Workplace
Colleagues
Work History
Regional Sales Director
400 Austin Ave SUITE 1200, Waco, TX 76701
I worked with retirement plan advisors and RIAs building the services needed to establish and maintain 401(k) and other retirement plans for their clients. I have 30+ years experience workin...
Feb 2003 — Jan 2018
Retirement Marketing Director
Sold 401(k) plans through advisors in a 5 state region. Created plan design comparisons and consulted on investment options, product features and plan benefits.
Mar 2000 — Jan 2003
Regional Director
I developed and implemented marketing strategies to achieve sales goals in the defined contribution marketplace. I identified retirement plan advisors and insurance agents with clients needi...
Oct 1998 — Mar 2000
Education
Occupations
Executive
Sales Director
Accountant
Finance and Accounting Specialist
Sales Manager
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Retirement
Erisa
Defined Benefit
Pensions
401K
Investments
Retirement Plan Consulting
Employee Benefits
Defined Contribution
Qualified Retirement Plans
Financial Advisory
401 Retirement Savings Plans
Profit Sharing
Cash Balance
Fiduciary
Financial Services
Mutual Funds
Non Qualified Deferred Compensation
FAQs about Joe Long
What's the main profession of Joe Long?
Joe Long is a Regional Sales Director.
What are the main profession of Joe Long?
These person's professions are Executive and Sales Director
Where does Joe Long live?
Joe Long currently lives in Frisco, Texas.
Does Joe have the email address?
jl**@julyservices.com is Joe Long's email address.
How many companies did Joe Long work at?
Joe Long worked at four jobs.
What education does Joe Long have?
Joe studied at the University of Oklahoma.
Are there any certifications, that Joe Long has?
The professional received the following certifications: Certified Pension Consultant, Accredited Investment Fiduciary, Qualified Pension Administrator, and Qualified Plan Financial Consultant.
What is professional industry that Joe Long is connected to?
Joe works in Financial Services industry.