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Seasoned Financial Professional to Drive Sales and Consulting in TX, LA, and MS
APPLETON, Wis. - WisconsinEagle -- The Retirement Advantage, Inc. (TRA), an industry-leading retirement plan solutions provider, recently announced the addition of Allison Futch to their Regional Sales Consulting (RSC) team. Futch will be providing retirement plan consulting services in Texas, Louisiana, and Mississippi, and will report to Darin Erdmann, TRA's National Sales Manager.
Allison is joining TRA after a successful spell as an Insurance and Retirement Plan Consultant, where she assisted advisors in evaluating plans and providing guidance. She will be tasked with partnering with financial advisors and recordkeeping partners to assist them in designing and implementing optimal retirement plan designs for businesses of all sizes.
Allison comments, "I am thrilled to be joining the team at TRA, and I look forward to bringing my performance-driven tactics to the table in order to assess client needs and identify appropriate solutions. TRA provides a great environment for me to do what I do best, which involves relationship building, leveraging client service experience, and increasing sales."
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Allison offers vast knowledge and expertise in the retirement plan space via years spent working with AXA Equitable as a Retirement Plan Consultant for employer sponsored retirement plans and Empower Retirement as a Retirement Service Representative.
"Allison is a proven professional with over 20 years of experience in the Financial Services and Insurance industries." said Erdmann. "Her skillset with cultivating relationships and evaluating plans will bolster TRA's ability to meet the needs of our clients and achieve innovative solutions in the TPA space."
A graduate of the University of North Texas, Allison has her TX Life Accident & Health license, as well as her Series 7 and Series 63 Securities licenses. Allison resides in the Dallas, Texas area.
About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors and businesses of all sizes. An ongoing commitment to providing expert consultation, resources, and exceptional customer service has positioned TRA as one of the largest independently owned, third-party administrators in the nation. We proudly serve more than 11,000 plan sponsors, with more than $11 billion in retirement assets under administration. You can count on us to deliver on-time, on-budget, and with precise attention-to-detail. To learn more about our industry-leading solutions, please visit https://tra401k.com/.
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Allison is joining TRA after a successful spell as an Insurance and Retirement Plan Consultant, where she assisted advisors in evaluating plans and providing guidance. She will be tasked with partnering with financial advisors and recordkeeping partners to assist them in designing and implementing optimal retirement plan designs for businesses of all sizes.
Allison comments, "I am thrilled to be joining the team at TRA, and I look forward to bringing my performance-driven tactics to the table in order to assess client needs and identify appropriate solutions. TRA provides a great environment for me to do what I do best, which involves relationship building, leveraging client service experience, and increasing sales."
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Allison offers vast knowledge and expertise in the retirement plan space via years spent working with AXA Equitable as a Retirement Plan Consultant for employer sponsored retirement plans and Empower Retirement as a Retirement Service Representative.
"Allison is a proven professional with over 20 years of experience in the Financial Services and Insurance industries." said Erdmann. "Her skillset with cultivating relationships and evaluating plans will bolster TRA's ability to meet the needs of our clients and achieve innovative solutions in the TPA space."
A graduate of the University of North Texas, Allison has her TX Life Accident & Health license, as well as her Series 7 and Series 63 Securities licenses. Allison resides in the Dallas, Texas area.
About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors and businesses of all sizes. An ongoing commitment to providing expert consultation, resources, and exceptional customer service has positioned TRA as one of the largest independently owned, third-party administrators in the nation. We proudly serve more than 11,000 plan sponsors, with more than $11 billion in retirement assets under administration. You can count on us to deliver on-time, on-budget, and with precise attention-to-detail. To learn more about our industry-leading solutions, please visit https://tra401k.com/.
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Source: The Retirement Advantage, Inc. (TRA)
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