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May 12, 2020 32 mins

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

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