Lynn Effer
Tell me more about Lynn Effer?
Lynn Effer is a highly experienced professional with 22 years of work experience in the Financial Services Industry. She has a strong background in series 7, strategic planning, investments, and new business development. Lynn has worked at Northwestern Mutual and Signature Systems of Florida, gaining expertise in insurance, account management, and financial analysis. She is skilled in employee benefits, customer service, sales, and Microsoft Excel. Lynn is currently based in Casselberry, Florida.
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Emails and Phone Numbers
About
15+ Years Experience in the Financial Services IndustryFINRA Series 7 and 215 Insurance LicenseSpecialties: Client Services
Work Experience
Associate Representive
associate representive at northwestern mutual
Registered Associate Financial Representative
Financial Services
Lynn Effer's Professional Milestones
- Business Development (2010-01-01~2011-01-01): Driving strategic partnerships and expanding client base through effective business development strategies.
- associate representive at northwestern mutual (2012-05-01~2009-12-01): Empowered clients to overcome obstacles and establish strong customer relationships.
Skill
Series 7
Strategic Planning
Investments
New Business Development
Insurance
Account Management
Financial Analysis
Employee Benefits
Customer Service
Sales
Microsoft Excel
Retirement Planning
Certification
Colleagues
Nicholas Tedford
Owner
Heather Viniar
financial advisor owner of ignite your sunshine
Haley McElroy
Owner
Armoni Harris
financial advisor | field director | college unit captain | business owner | advocate | leading others and their families to a stable financial future
Sherry lane
Owner, Northwestern Mutual Financial Network and Marketing and Advertising Specialist
Other Named Lynn Effer
Frequently asked questions
We found 4 Lynn Effer's email addresses
We found 1 Lynn Effer's phone numbers
Lynn Effer's social media include: Linkedin,
Lynn Effer works for Northwestern Mutual
Lynn Effer's role in Northwestern Mutual is associate representive at northwestern mutual
Lynn Effer works in the industry of Financial Services
Lynn Effer's colleagues are Nicholas Tedford,Heather Viniar,Haley McElroy
Lynn Effer's latest job experience is associate representive at northwestern mutual at Northwestern Mutual