Paul Villanueva is now representing The Retirement Advantage in LA, MS and East Texas
APPLETON, WIS. (August 8, 2018) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is proud to announce the hiring of Paul Villanueva as their Regional Sales Consultant (RSC) covering East Texas, Louisiana and Mississippi, reporting to Jeffrey Schreiber, Director of Sales of TRA.
Villanueva will be responsible for partnering with financial advisors and wholesalers to design and implement optimal retirement plans for privately-held businesses.
Villanueva has 19 years of financial services experience with 15 years of sales experience with several top tier financial services companies. Most recently he was Vice President of Retirement Services for USI Consulting Group. Prior to his role at USI, Villanueva worked with some of our partners like Transamerica, MassMutual, and John Hancock.
“With the addition of an industry veteran like Paul, TRA is excited to continue broadening our reach while
serving the needs of our clients through top consultant personnel. His expertise in retirement plan sales strategy, advisor practice management, marketing and communications, Paul will enhance the service and support we’re able to provide to our advisors in the region,” said Schreiber. “We are excited about the fresh perspective that Paul brings to TRA”.
“We selected Paul not only for his impressive track record, but also for his commitment to client service and support. Financial professionals will be able to count on Paul and TRA for help with prospecting new clients, selecting the best products, closing the sale and supporting the account going forward,” said Schreiber. “With a dedicated national sales force, TRA is able to offer its high-quality, flexible retirement products to a broader audience of financial advisors and plan sponsors.”
Villanueva acquired his bachelor’s in economics from University of Houston. Villanueva has his FINRA Series 7 License and FINRA Series 63; and is currently pursuing his Certified Financial Planner (CFP) designation.
About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company, who provides third party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 7,500 plan sponsors with more than $7.5 billion in retirement assets under our administration. You can count on us to deliver on time, on budget, and with precise attention to detail. To learn more about our industry leading solutions, please visit www.tra401k.com.
Jeffrey Schreiber, JD, ChFC | Director of Sales
The Retirement Advantage, Inc.