Safe Harbor Financial
Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity and Life Insurance products, contracting over Independent Advisors across all 50 states. Through years of cultivating industry relationships, we are proud to offer the broadest array of retirement solutions from the most prominent and financially stable insurance companies. As an early pioneer in the industry, we have the experience and knowledge to support the evolving needs of today’s financial professional. Our team is comprised of seasoned sales, marketing and service specialists who are committed to helping Financial Advisors achieve longterm success with less hassle. • Our home office promotes a culture of integrity, innovation and execution with multiple employees with over 25 and even 30 years with the company • Our veteran internal sales consultants deliver superior product knowledge, advanced market expertise, and regulatory insights • From licensing and new business submission to pending case follow up and commissions, our operations team will become an extension of the your back office, leaving you more time to focus on your client
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Verified contacts
4
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MF
Maureen Fanelle
National Sales Director · Sales & Business Development
EmailPhone - CC
Cheryl Carr
National Sales Director · Sales & Business Development
EmailPhone - JL
Julie Lesicki
Business Development Executive · Sales & Business Development
EmailPhone - PT
Paul Toups
Financial Distributors Group · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Safe Harbor Financial
3 distinct titles indexed · top 3 shown.
- 2national sales director
- 1business development executive
- 1financial distributors group
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