- Agency Building & Leadership:
Built and led a team of 12 agents, providing guidance, training, and motivation to reach personal and team goals. Focused on daily inspiration and mindset-building, fostering a culture of ownership, resilience, and business growth.
- Recruitment & Development:
Actively recruited and developed new agents, striving to expand the team to 100 licensed professionals. Conducted mock client presentations and role-playing exercises to enhance skills in financial planning and customer relationship management.
- Financial Planning & Client Relationship Management:
Worked closely with families to assess financial needs, focusing on creating tailored financial plans that prioritize lifetime income, market volatility protection, and compound growth through index-linked insurance solutions.
- Product Knowledge & Expertise:
Specialized in life insurance products, particularly indexed universal life insurance policies and annuities. Helped clients navigate product choices to maximize their investments' security and growth potential.
- Communication & Presentation Skills:
Created engaging presentations and personalized consultations, effectively communicating complex financial concepts in an approachable way to empower clients and agents alike.