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Michael Smith

Michael Smith

Financial Services Consultant

Followers of Michael Smith920 followers
location of Michael SmithLos Angeles Metropolitan Area

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  • Timeline

  • About me

    Retired Relationship Manager & Insurance Consultant

  • Education

    • Loyola High School of Los Angeles

      -

    • University of Southern California

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      Bachelor of Science - Business Administration Marshall School of Business

      Activities and Societies: Sigma Chi Fraternity, Skull and Dagger, Trojan Knights

  • Experience

    • Northwestern Mutual

      Jan 1996 - Jan 2001
      Financial Services Consultant

      Generated insurance and financial sales and managed client relationships. Provided consultation on asset and income protection, personal needs, investments, financial planning, estate planning, trusts, business needs retirement and employee benefits. Nationally recognized sales leader, received multiple awards including National Sales Achievement Award, National Quality Award and Million Dollar Round Table qualifier.

    • Chapman Insurance (now Gallagher)

      Jan 2001 - Jan 2013
      Insurance Consultant

      Developed new sales and delivered service plans to existing clients. Worked closely with nonprofit agencies reviewing current programs, identified additional needs and connected clients to business strategic partnerships.

    • Lenox Advisors

      Jan 2013 - Jan 2015
      Relationship Manager

      Identified and cultivated corporate and high net worth individual relationships. Consulted with team members to provide comprehensive estate, insurance and wealth management strategies to individual clients. Advised corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.

    • Alliant Insurance Services

      Jan 2015 - Jan 2017
      Benefits Consultant

      Provided employee benefit solutions to the middle market and self insurance marketplace. Consulted with CFO and HR managers in developing best solutions for high cost benefits.

    • Homeboy Industries

      Jan 2018 - Mar 2020
      Volunteer Consultant

      Participate in special project work, including the identification and development of community intership opportunities for clients.

    • Lee Hecht Harrison

      Jan 2019 - Feb 2021
      Career Transition Consultant

      Consultant and career coach for Lee Hecht Harrison, the world’s leading outplacement and career transition firm. Through personalized coaching and the use of the most effective job search strategies and techniques, I work with individuals to identify the best career options and to develop self-marketing, interviewing and negotiation skills that will ensure they capture the attention of prospective employers and position themselves as the best candidate for the jobs they pursue.

    • Various Companies

      Jan 2021 - now
      Retired

  • Licenses & Certifications

    • Chartered Financial Consultant, ChFC

      The American College of Financial Services

    • Certified Insurance Counselor, CIC

      The National Alliance for Insurance Education & Research

    • Chartered Life Underwriter, CLU

      The American College of Financial Services