Insurance professional with comprehensive background in risk management and client advisory services. Known for delivering tailored insurance solutions and fostering long-term client trust. Valued for collaborative approach, adaptability in dynamic environments, and strong commitment to achieving results through effective communication and problem-solving.
I’m licensed in Fl (2-14,2-15) and non-res states Sc, Tx, Va, Oh.
Virtually engage with clients to figure out their needs for life insurance. Present different products and quotes. gather all the necessary information to submit an application for the client through a certain insurance carrier. Tend to all their needs afterwards.
Engage with potential clients about their needs for exercise and nutrition coaching.
Inform and coach clients about the nutritional side of fitness through programs designed to each clients situation. Guide each client in a one on one daily exercise session. Track their progress, and present the numbers on a biweekly basis.
My coworkers and I specialized in residential custom home building in the upstate New York area. The majority of our clients were
7-10 figure businessman, entrepreneurs, CEOs, very successful people looking to escape the hustle and bustle of Manhattan so a weekend house in beautiful upstate New York was on their agenda. My coworkers and I would work as a team and sub out most of the work to other subcontractors as far as the infrastructure, the land development, the concrete foundations, the electrical, the plumbing, the HVAC, etc. my coworkers and I would do all the woodworking. Framing the house, the trim carpentry. And finally punchlist items towards the end of the project.
My attention to detail, not to be confused with perfectionism My ability to drown out all the white noise and focus on the top three tasks that must get done in the next 24 hours My ability to maintain a wide-open schedule which allows me to put maximum effort into my career
Anti money laundering certification
Fl 2-14 , 2-15 Life, Health, Annuity
Four non-res life states (Sc, Tx, Va, Oh)