Rola Ismail
Relationship Manager at MissionSquare Retirement | Brighton, Michigan, United States
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Rola Ismail is a seasoned finance professional with nearly three decades of experience, currently serving as a Relationship Manager at MissionSquare Retirement. In this pivotal role, Rola is dedicated to supporting Plan Sponsors in the Central Region of the United States, overseeing a portfolio of accounts ranging from $10 million to $50 million. Her extensive background in the finance industry, which began in 1995 with a focus on insurance, has equipped her with a profound understanding of Life and Annuity rules, bolstered by multiple industry designations such as FLMI, ACS, AIAA, and ARA.
At MissionSquare Retirement, Rola excels as the primary point of contact for plan-related matters, ensuring seamless communication and support for her clients. She plays a crucial role in the retention and growth of her assigned accounts by addressing plan amendments, compliance issues, and strategic planning initiatives. Her expertise in customer service and relationship management allows her to build strong, trust-based connections with clients, ensuring their needs are met effectively and efficiently.
Rola’s commitment to excellence is further exemplified through her leadership in key projects aimed at enhancing client satisfaction and optimizing retirement plan performance. She leverages her skills in public speaking and training to educate stakeholders on the intricacies of retirement planning, fostering a collaborative environment that encourages informed decision-making. With a strategic mindset and a passion for helping others, Rola Ismail continues to make a significant impact in the finance industry, guiding clients through the complexities of retirement solutions and ensuring their long-term financial success.
Relationship Manager at MissionSquare Retirement in September 2023 to Present
Retirement Plans Specialist at MissionSquare Retirement in November 2016 to September 2023
Group Account Representative at Mutual of America in July 2011 to November 2016
Participant Account Executive at Mutual of America in June 2006 to June 2011
Financial Advisor at Merrill Lynch -Global Private Client Group in June 2004 to June 2006
Financial Representative at NEW ENGLAND FINANCIAL - Affiliate of METLIFE in March 2002 to January 2004
Life Insurance Manager at ALICO - American Life Insurance Company at MetLife in September 1995 to December 2000
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College for Financial Planning, July 2026
LOMA - Life Office Management Association, Associate, July 2026
LOMA - Life Office Management Association, July 2026
LOMA - Life Office Management Association, July 2026
LOMA - Life Office Management Association, July 1997 to July 1999
LOMA - Life Office Management Association, Associate, July 1997
American University of Beirut, Bachelor's degree, July 1991 to July 1994
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Franklin Covey
Project Management
Miller Heiman Sales Training
LAMP
Account Management
Business Analysis
Customer Service
Public Speaking
Strategic Planning
Team Building
Leadership
Sales
Management
Insurance
Training
Finance
Fixed Annuities
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Discover more about MissionSquare RetirementWhat is Rola Ismail email address?
Email Rola Ismail at [email protected], [email protected] and [email protected]. This email is the most updated Rola Ismail's email found in 2026.
How to contact Rola Ismail?
To contact Rola Ismail send an email to [email protected], [email protected] or [email protected]. (updated on August 24, 2024)
What company does Rola Ismail work for?
Rola Ismail works for MissionSquare Retirement
What is Rola Ismail's role at MissionSquare Retirement?
Rola Ismail is Relationship Manager
What is Rola Ismail's Phone Number?
Rola Ismail's phone (313) ***-*137
What industry does Rola Ismail work in?
Rola Ismail works in the Financial Services industry.
Rola Ismail Email Addresses
Rola Ismail Phone Numbers
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