BOZEMAN, Mont. (PRWEB) January 07, 2020
WealthVest continues to grow their team of wholesalers by hiring Richard Olszewski, covering Pennsylvania, Ohio, and West Virginia helping advisors with retirement planning utilizing fixed and fixed index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.
In joining WealthVest as a Marketing Consultant, Rich is responsible for providing actionable sales ideas, meaningful marketing content, client resources, and tools that are rich in advisor education and practice management. Rich joins a team of highly educated, experienced professionals who are go-to consultants on retirement income planning. Marketing Consultants are passionate about helping financial professionals build a secure retirement portfolio for risk-averse clients.
Prior to joining WealthVest, Rich served in a variety of roles coaching and educating financial professionals. Recently he was Brokerage Director at MassMutual Pittsburgh, where his role was marketing their suite of insurance products to national accounts and independent advisors. He also was a Regional Vice President at Foresters Financial covering Pennsylvania, Ohio, and West Virginia for 3 years.
Rich started and spent most of his career at Alliance Bernstein as a Regional Vice President covering the upper Mid-West, and later covering New York City as a Regional Wholesaler. Rich has spent over two decades of his career helping advisors and their clients understand the diverse, and sometimes complex road we call Wall Street.
Rich graduated from Fairleigh Dickinson University with a B.S. in Business Management and Political Science. He also attended Wroxton College in England where he studied Economics and Political Systems. He currently resides in Gibsonia, PA with his wife, while his four kids are well on their way to carving out their own paths in life. When the weekend comes, Rich spends time working on his yard, mowing the lawn, felling trees, and enjoying a nice cigar. He has played a few rounds of golf in his day but has a new hobby in playing on his drum set.
WealthVest is excited to add Rich to the team of over 80 wholesalers and WealthVest looks forward to the value he will bring to the organization and the advisors he supports.
WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products with the highest consumer value.
WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value – offering principal protection and lifetime guaranteed income.
WealthVest’s Video Library: https://wealthvest.com/video-library/
WealthVest’s White Paper Library: https://wealthvest.com/white-papers/