Senior Financial Services Representative | Principal Securities Registered Representative@ Principal Financial Group
Jacksonville, Florida, United States
Lawrence D. Smith,CLU®, ChFC®
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FlashIntel GPTLawrence D. Smith,CLU(r), ChFC(r) is a highly experienced professional with 28.8 years of work experience in the insurance industry. He is currently responsible for the professional development of advisors in the North Florida Business Center. Larry has been with Principal since 1995 and is responsible for mentoring advisors on joint field work and case preparation. He is passionate about his family and is an enthusiastic and passionate runner. Lawrence has worked in various sales and management roles, including as a Sales Manager at Transamerica and MassMutual.
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About
Larry is responsible for the professional development of our advisors in the North Florida Business Center. Larry first joined Principal® in 1995 and in his current position as Development Director utilizes his knowledge and experience to mentor all of our advisors, assisting them on joint field work and case preparation. Larry enjoys spending time with his family and is an enthusiastic and passionate runner. T180622068y Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. Are members of the Principal Financial Group®, Des Moines, IA 50392. Lawrence D. Smith, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Lawrence Smith is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.
...See MoreWork Experience
Development Director | Principal Securities Registered Representative | Financial Advisor
Senior Financial Services Representative | Principal Securities Registered Representative
Financial Services
Lawrence D. Smith,CLU®, ChFC®'s Professional Milestones
- Sales Manager (2014-10-01~2015-08-01): Achieved record-breaking sales targets, driving revenue growth and building strong customer relationships.
- Sales Manager (2010-12-01~2011-12-01): Increasing sales revenue by 20% by implementing effective sales strategies and nurturing strong customer relationships.
Education
Business And Financial Planning,
Chfc
1997-2001Skill
Disability Insurance
Annuities
Series 6
Consultative Selling
Business Protection
Wealth Transfer
Retirement Planning
Survivor Income
401k Rollovers
Life Insurance
Disability Income Insurance
Financial Needs Analysis
Certification
Colleagues
Nichole Dugan
Product Owner For Cloud Security
Pete Carrillo
Principal | Owner
Jabir Huaasin Barbhuiya
Business Owner at Principal Financial Group
Joan Stotts
Sr. Associate, Design at Principal Financial Group | Graphic Designer/Owner of Joan Stotts Graphic Design
Hope Phillips
Process Owner
Other Named Lawrence D. Smith,CLU®, ChFC®
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Lawrence D. Smith,CLU®, ChFC® works for Principal Financial Group
Lawrence D. Smith,CLU®, ChFC®'s role in Principal Financial Group is Senior Financial Services Representative | Principal Securities Registered Representative
Lawrence D. Smith,CLU®, ChFC® works in the industry of Financial Services
Lawrence D. Smith,CLU®, ChFC®'s colleagues are Nichole Dugan,Pete Carrillo,Jabir Huaasin Barbhuiya
Lawrence D. Smith,CLU®, ChFC®'s latest job experience is Senior Financial Services Representative | Principal Securities Registered Representative at Principal Financial Group
Lawrence D. Smith,CLU®, ChFC®'s latest education in The American College of Financial Services
