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Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA | Elance
 
176985602337900
Last Sign-in: Jul 13, 2014

Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA

Insurance Promotion Services
   United States
  |   Saint Louis, MO
  |  1:09 pm Local Time

Verified Freelancer

Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA's identity has been verified.  Learn More

Overview

Susan Wright has over 20 years of experience in the insurance and financial services industry. Ranked in the top 1% of writers on Elance, Susan's focus allows her to complete projects quickly and efficiently for those seeking content in the insurance and financial arena.

Through her company, Insurance Promotion Services, Susan has helped clients produce sales increases due to her ability to show the benefits of investments, annuities, and insurance - as well as to educate on related topics such as Medicare, Medicaid, Social Security, and...

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Jun 17, 2014|Web Content|Private|Completed
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5.0
Jun 17, 2014|Creative Writing|Private|Working
Jun 15, 2014|Academic Writing|Private|Completed
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5.0
Jun 15, 2014|Academic Writing|Private|Completed
|
5.0

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Portfolio

Skills (4)

Tested
Business Writing
Creative Writing
Report Writing
Technical Writing

Service Description

Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CCFC, CSS, ADPA is a specialist in the area of financial and insurance marketing and training. She has handled a variety of roles, including training over 10,000 financial services representatives, and marketing to consumers on the benefits of retirement investing as well as long-term care insurance and related topics such as Medicare, Medicaid, and Social Security.

Her writing ability spans topical articles, training manuals, brochures and other sales materials, video scripts, website content, blog posts, and books for both consumers as well as financial services professionals, attorneys, and CPAs.

Ms. Wright holds a BA from Michigan State University and an MBA from St. Louis University. Susan has held licenses in real estate, insurance, and NASD Securities, and she holds nine industry professional designations.

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Employment

Insurance Promotion Services
Principal
2003 - Present
Writing and training roles at several insurance and investment companies, including MetLife, Mass Mutual, A.G. Edwards, and National City. Responsible for creation of marketing and training...
Edward Jones Investments
Senior Marketing Specialist; Limited Partner
1995 - 2003
Responsible for training financial services reps and marketing to consumers on insurance and annuity products. Activities included presenting in live seminars and video telecasts; creating books,...
The Wright Choice
Principal
1987 - 1995
Produced marketing and training materials, as well as sales award presentations, with a focus on the insurance and financial industry.
Stifel, Nicolaus and Company
Stockbroker
1993 - 1994
Developed and presented insurance and investment plans to clients.
New York Life Insurance Company
Agent
1991 - 1993
Developed financial solutions for clients; Ranked 2nd in training class of over 300 agents.

Education

St. Louis University
Master of Business Administration
1990 - 1995
Michigan State University
Bachelor of Arts - Communications
1985 - 1987

Keywords

insurance
retirement
finance
financial
long term care
annuity
investment
medicare
elder care
investing
money
real estate
annuities
options
forex
My Snapshot
11
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
Total
Milestones
Hours
Reviews
4.9
Recommend
Clients
Total
Repeat
Earnings
Private
Private
Total
Per Client
Identity
Username
SusanWright12
Type
Individual
Member Since
December 2007
Elance URL
Verifications
0
Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA | Elance

Susan Wright, CLU, ChFC, RHU, REBC, CSA, CLTC, CSS, ADPA