Steve Smith is a seasoned professional in business development and sales within the financial services sector. Currently serving as the Regional Business Development Manager at Avantax since 2024, Steve covers the Cetera Tax Channel across multiple states including Texas and Oklahoma. Prior experience includes roles as Regional Vice President at Protective Life and Securian Financial, focusing on external wholesaling and partnerships with financial institutions. Steve also held positions at Avantax as Regional Director and Delaware Life Insurance Company as Regional Consultant, driving sales and growth in various regions. With a solid foundation in annuity sales and a Bachelor of Science degree from Ohio University, Steve has consistently demonstrated expertise in revenue generation across diverse financial markets.
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