Fred Roethlisberger
Agency Director at The Roethlisberger Agency
Based in Houston, United States
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Seniority
Director
Department
General Business & Management
Location
Houston
Industry
Insurance Agencies and Brokerages
Company size
11
Contact information
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f•••••••@theroethlisbergeragency.com
Phone
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Background
About Fred Roethlisberger
I stepped into the financial services and insurance world in 2021 as a recruiting coordinator joining my wife Gabby who founded the Roethlisberger Agency and partnered with Symmetry Financial Group/Quility Insurance Holdings in May of 2017. I joined after a decade in the oil and gas industry. I leveraged my engineering training in process management to quickly grow our agency nationwide. With a new understanding of the lay of the land in the insurance industry, we now have one of the fastest-growing agencies within Symmetry Financial Group's $300M a year insurance marketing organization. I continue to expand on my capabilities in the insurance industry, helping our clients prepare for retirement with Privatized Banking, Indexed Universal Life, and Annuity based planning. I love being able to educate people on the possibility of wealth-building using insurance as a part of their strategy. I am always looking to connect with individuals with a strong sense of purpose and desire to leverage the business world in order to fund their personal life purpose. Specialties: Business Mentorship and Development, Insurance and Retirement Planning, Leadership Development
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