Principle Health & Life Advisor advising individuals, families, and businesses on life, health, supplemental, and group coverage. Manages the full client process from prospecting and consultations through enrollment, renewals, and account support, while comparing carriers and aligning policies to client goals. Works within industry regulations and carrier guidelines to deliver compliant recommendations.
Work History
Principle Health & Life Advisor
8 Months
Principle | 12.2025 - Current
Worked as an independent life and health insurance broker assisting individuals, families, and businesses with customized insurance solutions across multiple areas of the market. Advised clients on life, health, supplemental, and group coverage options by evaluating needs, comparing carriers, and recommending policies tailored to financial and coverage goals. Managed the full client relationship process including prospecting, consultations, enrollment, renewals, and ongoing account support while maintaining compliance with industry regulations and carrier guidelines.
Principle | Nashville, TN
Health Insurance Advisor
2 Years 3 Months
USHEALTH Advisors | 09.2023 - 12.2025
Health Insurance Agent / Benefits Advisor
USHA - USHealth Advisors
Worked directly with individuals, families, and small businesses to provide tailored health insurance and supplemental benefits solutions. Generated new business through prospecting, networking, referrals, and lead follow-up while managing the full sales cycle from consultation to enrollment. Built strong client relationships by delivering ongoing support, educating clients on coverage options, and helping them identify plans that fit their needs and budgets in a fast-paced, performance-driven sales environment.
USHEALTH Advisors | Nashville, TN
Server at Eddie Vs
2 Years 1 Month
Darden Restaurants | 08.2021 - 09.2023
Delivered an elevated fine-dining experience by providing exceptional service and expert knowledge of prime steaks, fresh seafood selections, and an extensive wine program. Guided guests through menu pairings using knowledge gained from Eddie V's two-story wine cellar and curated wine list, offering personalized recommendations to enhance the dining experience. Managed multiple tables in a high-volume, upscale environment while maintaining attention to detail, anticipating guest needs, and building strong rapport to drive guest satisfaction and repeat business.
Darden Restaurants | Nashville, TN
Truck Unloader/Stocker
1 Year 3 Months
FedEx Ground | 05.2020 - 08.2021
Loading and Unloading Trucks with Packages.
FedEx Ground | Nashville, TN
Sales Representative
8 Months
BrandRep | 05.2019 - 01.2020
Sold Digital Marketing Services Directly to Business Owners. Managed Accounts. Outbound/Cold Calls.
BrandRep | Irvine, CA
Server/Host
5 Months
Rio Grande Cafe | 12.2018 - 05.2019
Financial Sales Representative
5 Months
PlusOne Company | 07.2018 - 12.2018
Construction Worker
3 Months
MST Construction | 05.2017 - 08.2017
Brick Masonry, Concrete Foundations. Residential and Commercial Sub-Contracting Work.
MST Construction | Rochester, NY
Education
Associate's degree - Business
University of Utah | Salt Lake City, UT | 05.2020
High School Diploma
Newport Harbor High School | Newport Beach, CA | 06.2016
Licensed Health & Life Insurance Advisor at The Baldwin Group/Independent BrokerLicensed Health & Life Insurance Advisor at The Baldwin Group/Independent Broker