Sales and Marketing Team

The Sales and Marketing Team at Capitas Financial focuses on driving growth and market presence through strategic sales initiatives and comprehensive marketing campaigns. The team is responsible for developing and maintaining client relationships, promoting a wide range of insurance solutions, and executing events and promotional activities to enhance engagement with Financial Advisors. Leveraging sophisticated technology, market insights, and collaboration with internal and external partners, they ensure Capitas Financial remains a leading provider of investment, tax, retirement, and estate planning insurance products.