My goal is to work in partnership with you to make your
practice better as part of your team.
I am a results-driven and accomplished bilingual (English/Spanish) individual with over 14 years of experience in the Financial, Insurance industry in management, operations, and sales. I am recognized and promoted as a self-motivated, resourceful and dynamic leader with impressive process improvement and development capabilities.
I am a results-driven and accomplished bilingual (English/Spanish) individual with over 14 years of experience in the Financial, Insurance industry in management, operations, and sales. I am recognized and promoted as a self-motivated, resourceful and dynamic leader with impressive process improvement and development capabilities.
I am a dynamic full rounded insurance distribution consultant and my goal is to work in partnership with Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys to assist with product consultation, case design, innovative sales concepts, and marketing strategies to help effectively boost revenue to their practices.
This approach incorporates core competencies of Insurance products, advanced Insurance concepts and strategic point of sale meetings to their practice to help with their clients as part of their support team. I provide these services in an efficient, client-focused environment that extends to carriers and product expertise, underwriting negotiation, and complete back office processing.
The Best Insurance Distribution Consulting in the USA
Are you looking for the best Insurance Strategy Consultant in Florida, USA? A consultant who is experienced, full-rounded with development capabilities? Eli Santana Jr is here for you with his most reliable Insurance Distribution Consulting in the USA. He works in the partnership with the leading Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys to provide professional guidance on product consultation, case design, innovative sales concepts, and marketing strategies to help businesses improve their core operations and establish new ways of revenue growth. With an approach that integrates core competencies of Insurance products, advanced Insurance concepts and strategic point of sale meetings, we help clients become more relevant, more secure and equip them to prosper in advanced markets.
Whether you need quick access to advanced sales support or leading-edge sales concepts to develop your business, we harness the top of the line tools and products that aim for operational growth and excellence.
The post-digital world constantly demands rapid transformation and thus, by utilizing the best of human ingenuity and technological revolution, we develop resilient operations to make your business future-ready in this highly dynamic world. We assist clients and communities wherever they are on their way to change and partner with them to bring lasting value.m Hence, if you need the most trusted Sales Strategy Consultant in Insurance Industry in Orlando or Florida or various other parts of the USA, who can provide dedicated advisory services and strategic implementation support to drive growth, profit and results in this ever-evolving market, then Eli Santana Jr is your answer.
The Best Insurance Distribution Consulting in the USA
Are you looking for the best Insurance Strategy Consultant in Florida, USA? A consultant who is experienced, full-rounded with development capabilities? Eli Santana Jr is here for you with his most reliable Insurance Distribution Consulting in the USA. He works in the partnership with the leading Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys to provide professional guidance on product consultation, case design, innovative sales concepts, and marketing strategies to help businesses improve their core operations and establish new ways of revenue growth. With an approach that integrates core competencies of Insurance products, advanced Insurance concepts and strategic point of sale meetings, we help clients become more relevant, more secure and equip them to prosper in advanced markets.
Whether you need quick access to advanced sales support or leading-edge sales concepts to develop your business, we harness the top of the line tools and products that aim for operational growth and excellence.
The post-digital world constantly demands rapid transformation and thus, by utilizing the best of human ingenuity and technological revolution, we develop resilient operations to make your business future-ready in this highly dynamic world. We assist clients and communities wherever they are on their way to change and partner with them to bring lasting value.m Hence, if you need the most trusted Sales Strategy Consultant in Insurance Industry in Orlando or Florida or various other parts of the USA, who can provide dedicated advisory services and strategic implementation support to drive growth, profit and results in this ever-evolving market, then Eli Santana Jr is your answer.
As an Insurance consultant, I work in hand and give you direct access to advanced sales support and leading-edge sales concepts to enhance your business. Also, with niche comprehensive competitive products. With my experience on advanced case design. I am committed to getting your most complex cases successfully placed. Here is a break down of each concept:
As an Insurance consultant, I work in hand and give you direct access to advanced sales support and leading-edge sales concepts to enhance your business. Also, with niche comprehensive competitive products. With my experience on advanced case design. I am committed to getting your most complex cases successfully placed. Here is a break down of each concept:
Retirement Planning
College Planning
Life Settlements
Legacy Planning
Foreign National Business
Estate Planning
Premium Financing
IRA Wealth Transfer
Risk Management
Living Benefits
Deferred Compensation
Final Expense
Executive Bonus
Impaired Risk
Key Person Insurance
Buy Sell Agreement
Split Dollar
Succession Planning
Charitable Planning
Mortgage Insurance
I realize that carrier selection is critical to the success of your business particularly in the advanced markets. I have focused relationships with a broad, diverse list of carriers to help meet your needs.
Life Insurance
Long-term Care Insurance
Annuities
Medicare Insurance
Affordable Care Act Insurance
Disability Insurance
Group Insurance
Short Term Insurance
Supplemental Insurance
International Insurance
Travel Insurance
Dental and Vision Insurance
I realize that carrier selection is critical to the success of your business particularly in the advanced markets. I have focused relationships with a broad, diverse list of carriers to help meet your needs.
Life Insurance
Long-term Care Insurance
Annuities
Medicare Insurance
Affordable Care Act Insurance
Disability Insurance
Group Insurance
Short Term Insurance
Supplemental Insurance
International Insurance
Travel Insurance
Dental and Vision Insurance
The reasons why Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys do business with me is because I can offer the following.
Point-of Sale Support
Multi-Carrier Platforms
Experienced Underwriting
Advocate Business Planning
Advanced Case Design
Carrier Relationships
Compensation
Hands on training
The reasons why Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys do business with me is because I can offer the following.
Point-of Sale Support
Multi-Carrier Platforms
Experienced Underwriting
Advocate Business Planning
Advanced Case Design
Carrier Relationships
Compensation
Hands on training
I am a results-driven and accomplished bilingual (English/Spanish) individual with over 14 years of experience in the Financial, Insurance industry in management, operations and sales.
I am a dynamic full rounded insurance distribution consultant and my goal is to work in partnership with Insurance Agents, Financial Advisors, Certified Public Accountants.