Katie L Palma is a eficient expert, that works in Petrone Associates main office of which is in 606. on the position of Disability Income Specialist and Brokerage Director from 2014. Katie L Palma has earned professional experience in more than four positions at various companies. Katie L Palma went to the The American College and was studying from 2011 to 2014. New York, New York is the city, where this person was known to settle. The professional's phone number and email are accessed through SoftwareOfficial by request.
Name variants:
Katherine Palma,
Kathleen Palma,
Katja Palma
Last updated May 31, 2024
Contact Information
Last Update
Jul 3, 2022
Email
kl**@gmail.com
Location
New York, NY
Company
Petrone Associates, Llc
Workplace
Disability Income Specialist and Brokerage Director
Work History
Disability Income Specialist and Brokerage Director
Hammonton, NJ
Work with financial advisors to incorporate long term individual disability into their planning practice by providing case design, sales concepts, marketing support and underwriting assistance
from Feb 1, 2014
Regional Sales Manager
1800 Jfk Blvd SUITE 700, Philadelphia, PA 19104
Responsible for new business development and the acquisition of new accounts through the sale of the company’s products and services
Led a team of three individuals to establish and build ...
May 2010 — Feb 2014
Marketing Coordinator
1800 Jfk Blvd SUITE 700, Philadelphia, PA 19104
Supported Regional Sales Manager and Vice President of Marketing with case design and management, carrier selection, and customer service
Responsibilities included compilation of sales ill...
Mar 2009 — May 2010
Operations Support
1800 Jfk Blvd SUITE 700, Philadelphia, PA 19104
Supported marketing team and case managers in daily activities, including data entry of new business, scanning, distributing and shipping mail, filing, and fielding incoming calls
Dec 2008 — Mar 2009
Education
2011 — 2014
2003 — 2007
1989 — 2003
2000 — 2002
Occupations
Executive
Director
Sales Specialist
Area Sales Manager
Operations Manager
Regional Sales Consultant
Sales Representative
Skills
Leadership
Team Building
Cross Functional Team
Insurance
Retirement Planning
Account Management
Sales
Strategic Planning
Strategy
Microsoft Office
Operations Management
Marketing
New Business Development
Customer Service
Financial Analysis
Business Strategy
Management
Coaching
Marketing Strategy
Analysis
Employee Benefits
Wholesale
FAQs about Katie L Palma
What is the main profession of Katie L Palma?
Katie L Palma is a Disability Income Specialist and Brokerage Director.
What are the profession of This professional?
These person's professions are Executive and Director
Where is Katie L Palma located?
Katie L Palma is currently located in New York, New York.
Does the expert have the email address?
kl**@gmail.com is Katie L Palma's email address.
Where did Katie L Palma work?
Katie L Palma worked at Petrone Associates, Llc, Innovative Underwriters.
What education does Katie L Palma have?
Katie studied at the American College from 2011 to 2014.
Are there any special industries Katie L Palma is connected to?
This professional works in Insurance industry.
What are special skills of Katie L Palma?
This person has such skills as Leadership, Team Building, Cross Functional Team, Insurance, Retirement Planning, Account Management, Sales, Strategic Planning, Strategy, and Microsoft Office.