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Trevor Turner
Associate Relationship Manager at ForUsAll
Professional Background
Trevor Turner is a seasoned professional in the financial services industry, known for his expertise in retirement planning, relationship management, and strategic sales. As an Associate Relationship Manager at ForUsAll, Trevor is dedicated to providing exceptional support and solutions to clients navigating the complexities of retirement planning. His extensive experience encompasses various high-profile roles within leading financial organizations, allowing him to become a trusted resource in the field of retirement products and services.
Before joining ForUsAll, Trevor held key positions, including Retirement Plan Strategic Account Manager at Arcwood®, where he was instrumental in developing strategic solutions tailored to client needs. He also served as the Retirement Plan Regional Sales Director at Ameritas, where he successfully led sales initiatives, forging strong client relationships and driving substantial business growth.
Trevor's journey in finance began with his role as a Retirement Plan Specialist at Wells Fargo Advisors. This foundational experience allowed him to hone his skills in managing retirement accounts and understanding the intricacies of financial products. Additionally, he has worked as Regional Sales Director at Goldleaf Partners, where he further advanced his capabilities in sales management and team leadership.
His impressive career also includes vital roles such as Regional Director - Fixed Index Annuity Wholesaler at WealthVest, and Regional Practice Leader - Corporate Retirement Plans at MassMutual Financial Group. In these capacities, Trevor gained a profound understanding of the retirement plans market and the specific needs of corporate clients, equipping him with the ability to deliver customized retirement solutions.
Moreover, Trevor served as Regional Sales Director 401k Wholesaler and Regional Sales Consultant 401k Internal Wholesaler at The Hartford. His experience here added significant depth to his knowledge of 401(k) plans, ensuring he is well-equipped to address varying client needs across different demographics. Early in his career, he was a 401k Plan Manager at ING U.S., laying the groundwork for his future success in financial management and retirement planning.
Education and Achievements
Trevor Turner graduated with a Bachelor of Science (B.S.) in Business/Finance from Stockton University. This rigorous educational background has been pivotal in shaping his analytical skills and understanding of financial principles, which he has applied throughout his diverse career in the financial services sector. His academic achievements, combined with his extensive professional experience, have empowered him to emerge as a knowledgeable and influential figure in retirement planning and financial management.
In addition to his frontline contributions to various esteemed organizations, Trevor is known for his commitment to continuous professional development, actively staying informed of industry trends and best practices. His approach reflects a dedication to excellence, ensuring that he consistently meets the evolving needs of clients in an increasingly complex financial landscape.
Achievements
Throughout his career, Trevor has achieved substantial results and milestones that underscore his capabilities and commitment to the financial sector. He has successfully managed and expanded client portfolios, regularly exceeding sales targets and contributing to significant revenue growth.
Trevor's ability to build robust partnerships and maintain long-lasting relationships has been a hallmark of his professional journey. His keen understanding of demographic factors influencing financial planning allows him to tailor comprehensive retirement solutions for clients across various segments.
Moreover, he has played a critical role in educating clients on complex financial products, simplifying their decision-making processes in a field often laden with jargon and confusion. His reputation as a trustworthy advisor has led to many referrals, enhancing the growth trajectory of the businesses he has been a part of.
As Trevor continues to thrive in his role at ForUsAll and beyond, his contributions to the financial services industry exemplify a blend of expertise, dedication, and innovative thinking.
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