Biff Baker
Sr Wealth Management Consultant at Saybrus Partners
Based in Philadelphia, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Philadelphia
Industry
Insurance
Company size
224
Contact information
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b•••••••@saybruspartners.com
Phone
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Background
About Biff Baker
I partner with financial service distribution entities, focused on the middle market and mass affluent consumer, for the sale of niche life insurance and annuity products. Work closely with Product Development team to provide quality products and tools that solve client needs and ease the sales process. Extensive background in all forms of life insurance and distribution platforms. Results oriented professional focused on client satisfaction, bottom line growth and profitability for the distributor and carrier. Experience in business development, marketing and promotion, public speaking, training. Specialties: Relationship management, sales plan development and execution, Longevity and risk transference, Estate, business and retirement planning applications; including wealth transfer, qualified & non-qualified retirement programs, executive retention programs, small business ownership transitioning
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