
Sign up to save your podcasts
Or
Adam San Juan is the Regional Sales Director at Ameritas for the greater Detroit area. With over 20 years of experience helping financial advisors and TPA’s to establish 401(k) retirement plans for their small business clients and prospects.
Kristen Abell is a Regional Client/Relationship Manager at Ameritas with over fifteen years of professional experience in the Financial Services industry, focusing on retirement planning and client relationship management.
In this podcast hear pro-tips on navigating obstacles for success, getting hired, and differentiating yourself in the 401(k) market.
Simple reports that make a difference
Experience TRAK for yourself with a free trial!
5
33 ratings
Adam San Juan is the Regional Sales Director at Ameritas for the greater Detroit area. With over 20 years of experience helping financial advisors and TPA’s to establish 401(k) retirement plans for their small business clients and prospects.
Kristen Abell is a Regional Client/Relationship Manager at Ameritas with over fifteen years of professional experience in the Financial Services industry, focusing on retirement planning and client relationship management.
In this podcast hear pro-tips on navigating obstacles for success, getting hired, and differentiating yourself in the 401(k) market.
Simple reports that make a difference
Experience TRAK for yourself with a free trial!
3,125 Listeners
761 Listeners
224,196 Listeners
727 Listeners
1,279 Listeners
485 Listeners
556 Listeners
3,055 Listeners
4,426 Listeners
777 Listeners
30 Listeners
703 Listeners