Rich Warnke
Virtual Sales Assistant
Rich has over 25 years of experience in the Financial Services industry. He has administered such products as 401(k) plans, non-qualified plans, annuities, IRAs, etc. He's been a member of the Virtual Services Team since 2020.
Rich currently holds FINRA 6 and 63 licenses and is Pennsylvania Life, Accident, and Health licensed. Always eager to learn, Rich explores new processes and utilizes new tools needed to provide top-level customer service.
Rich and his family live in Quakertown, PA. Both of Rich’s children are active in the arts. His son is an actor and his daughter is pursuing her BFA in film, hoping to become a director someday. Rich enjoys spending time with his family; he and his wife hike and volunteer with a number of local theaters.
I can assist with the following:
Account Central navigation
Appointment scheduling
Client relations
Compliance requirements
CRM maintenance & documentation
Paperwork preparation
Problem resolution
Process improvement
- Transfer follow up
Web conferencing
What you can expect from me:
Timely response to email and voicemail
Accurate and detailed form completion
Thorough follow up on all matters
Strong commitment to customer service and excellence