Rick Hart is a Senior Vice President, Regional Sales Manager at INVEST Financial Corporation (INVEST). He is responsible for managing INVEST Representatives in California, Idaho, Illinois, Indiana, Iowa, Michigan, Minnesota, Montana, Nebraska, New York, North Dakota, Oregon, South Dakota, Washington, Wisconsin and Wyoming. Mr. Hart is responsible for the development of plans with senior management to successfully implement and integrate INVEST programs within each client financial institution including implementing a business plan and discussing pertinent issues that effect productivity of the investment program. In addition, he is responsible for maximizing representative productivity through goal setting, skills coaching, sales ideas, promotions and on-site education
Mr. Hart has over 11 years of experience in the financial services industry. Rick joined INVEST in 1997 as a member of the Product Support Department and was also a member of the Account Development Department supporting the regional sales managers in the Mid-West. Prior to joining INVEST, he served as a representative with a local insurance agency for 8 years. He holds Series 7, 66 and 24 securities licenses and a life and health insurance license. Rick also maintains a Property and Casualty insurance license.