David Heylmun serves as an Insurance Service Specialist at Edward Jones, where he plays a pivotal role in supporting the firm's insurance branch operations. With a robust background in financial services, David is licensed in Series 7 and Series 66, along with holding an Arizona...
David Heylmun serves as an Insurance Service Specialist at Edward Jones, where he plays a pivotal role in supporting the firm's insurance branch operations. With a robust background in financial services, David is licensed in Series 7 and Series 66, along with holding an Arizona insurance license, which positions him as a knowledgeable resource for both clients and colleagues. His expertise encompasses a wide array of insurance products, including life insurance, long-term care (LTC), disability insurance, and annuities, making him an invaluable asset in training and support initiatives.
In his current role, David is responsible for managing licensing processes, facilitating external and internal transfers, and overseeing vendor appointments. His proficiency in Microsoft Excel, Word, and PowerPoint enhances his ability to analyze data, create impactful presentations, and streamline documentation processes. David's strong problem-solving skills and adeptness at computer troubleshooting ensure that both clients and staff receive top-tier service and support, fostering a seamless operational environment.
Key projects that David has undertaken include the development of comprehensive training programs aimed at enhancing the knowledge base of staff regarding corporate insurance licensing and product offerings. His commitment to excellence in client service is evident in his proactive approach to addressing inquiries and resolving issues, thereby contributing to the overall efficiency and effectiveness of the branch. With a blend of technical skills and industry knowledge, David Heylmun continues to make significant contributions to Edward Jones, ensuring that the firm remains a trusted partner in the financial and insurance sectors.
