Work History

Work History

Unit Manager

United American Insurance Company

Unit Manager - United American Insurance Company - Territory: southeast New Mexico.  Trained new agents in insurance sales in the senior market offering Medicare Supplement, Life, Long Term Care and Annuity products while maintaining the highest level of  personal production.  Gave outside sales presentations to individuals.

Branch Manager

United American Insurance Company

Branch Manager - United American Insurance CompanyTerritory: Colorado.  Hiring and training of licensed insurance agents to sell to the senior  population - Medicare Supplements, Life, Annuities, Long Term Care and miscellaneous other health insurance products.  Hired and trained over 400 field representatives and Unit Mangers in the market.  Maintained one of the top 5 branches in the nation.  Grew the branch production from the dead last branch to the top 5 nationwide.  Gave sales presentations to individuals as well as groups.

2009 - Present

CEO

Netzel Financial

Netzel Financial – Full Service Financial Advisor

offering Securities and Advisory services.Also offering insurance products to happy affluent clients in Arizona, California, Colorado,Florida, Louisiana, Minnesota, South Carolina, South Dakota, Tennessee and Washington.

2004 - 2009

CEO

Netzel & Associates

Netzel and Associates - Insurance and Financial Services

for the retiree and near retirees in the Phoenix metro valley as well as across Arizona, New Mexico, and Colorado.  Personal producer selling Annuities, Life Insurance, Medicare Supplement, Medicare Prescription drug plans and Long Term Care plans.  Servicing over 3500 clients in 3 states and nearly 50 others in remaining states.  Contracted with more than 40 insurance   companies providing these opportunities to the retiree segment that I marketed to.

2002 - 2004

Agency Manager

Pyramid Life insurance Company

Agency Manager  - Pyramid Life insurance Company -Territory: Arizona, Colorado, New Mexico, Montana and Wyoming. Hired and trained over 250 licensed insurance agents to sell to the senior population - Medicare Supplements, Life, Annuities, Long Term Care and miscellaneous health insurance products.  Built a sales organization from ground zero.  Became one of the top 5 agencies in the United States within the first 12 months.  Implemented a strategic plan for hiring and retaining successful sales representatives in this highly competitive market.  Grew the agency from zero dollars in force to over  $1.5 million in under 2 years.  Lead generation, sales presentations, power point, exceeding sales quotas, solutions selling and relationship building. 

1992 - 1997

Sales Associate

The Principal Financial Group

Sales Associate - The Principal Financial Group - Territory : New Mexico. Provided outside sales presentations to individuals as well as closely held corporations, offering business succession planning and employee/ employer benefits packages.  Million Dollar Round Table Producer.

Education

Education

Series 7, and 66

Various

Securities icenses held: Series 7, and 66 for the following states: AZ, CA, CO, FL, LA, MN, SC, SD, TN, WA      Insurance licenses held: AZ, CO, MN, MT, NM, TNMember of Rotary InternationalAccredited Member of Better Business Bureau - Northern and Central ArizonaMember National Ethics BureauMember Chandler Chamber of CommerceParishioner at St. Stevens Catholic ChurchMarried with 2 sonsAvid Golfer

Summary

Working closely with individuals and families for over 23 years, Steve has combined his experience in the Financial Services industry to offer a unique knowledge of Investments, Insurance and Asset Preservation options. He specializes in helping people just like you, and loves what he does!  As a Full Service Financial Advisor, he knows the recent market volatility has been extremely hard on many. Steve has assisted thousands of people with protecting and growing the assets that they have worked so hard and long to obtain.  Steve holds his registered securities licenses 7 and 66 to assist with securities and advisory services in the states of AZ, CA, CO, FL, IL, LA, MI, MN, MO, SC, SD, TN, TX, and WA.  He also holds insurance licenses in the states of AZ, CO, NM, MN and TN. You can put your trust and belief in Steve. He will work to protect your money against unforeseen market risk while earning you a good rate of return. Steve believes in creating well rounded appropriate financial portfolios for his clients.  No two people are alike in thier risk tolerance and no two people are alike in thier income needs, so Steve will tkae all those factors into consideration to build recommendations and portfolios to maximize the best results a client can potentially receive based upon their age, goals, plans, retirement date, lifestyle, dreams, incomes and needs. Steve lives by the highest standards of ethics, morals, values, integrity and character.  He and his wife Diane, along with their two children, stay actively involved in their kids schools, the neighborhood, the community and their church.  Steve is a member of the Sun Lakes Rotary Club, National Ethics Bureau, the Chandler Chamber of Commerce, as well as being an Accredited Business with the Better Business Bureau of Central and Northwestern Arizona.  Steve was also honored to have been nominated for the Better Business Bureau "Ethics in Business Award" in the last few years.

Interest

Avid Golfer

Actively Pursuing a Private Pilot's license

Certifications

Certifications

Insurance license

States of Az, Co, Mn, Mt, Nm, Tn

Series 7, and 66 Securities Licenses

SEC