Results-focused professional with two decades of experience as a technology-driven wholesaler and point-of-sale specialist in the life insurance sector. Adept at cultivating relationships with financial advisors, independent producers, and attorneys to streamline client planning. Proven ability to identify opportunities, foster connections, and drive sales growth. Three time President's club qualifier, $1M sales surge in 2022 and notable sales and market share expansion in 2019.
Contributed as a key member of the team overseeing HighCap Financial, Highland Capital's independent producer group. Notably, achieved a remarkable $1M increase in production in 2022 compared to the previous year.
Served as a Regional Vice President, spearheading sales initiatives within local wirehouse and bank channels. Orchestrated the onboarding process for new advisors, delivering comprehensive support encompassing marketing, illustration, underwriting, and point-of-sale assistance to both financial advisors and independent producers.
Led sales team for a crucial Producer Group partner, achieving 20% sales growth and 25% market share increase in final year. Coordinated national sales efforts with account and regional teams, driving synergy. Conducted nationwide sales presentations, meetings, and study groups, amplifying industry presence and revenue impact.
Internal sales support for premier producer group partner.
Worked with National Account VP to coordinate sales efforts within account.
Provided illustrations, sales support and marketing campaigns for life insurance producers.
Provided new business support, trouble shooting and escalation support for distribution partners.
Worked one on one with Regional VP to achieve territory sales goals.
Worked with Regional VP on development and execution of regional business plan.
Provided illustration and sales support for distribution partners.