Experience

Business Underwriters Associates (BUA)

• United States
• Insurance
• 1 - 100 Employee

• Brokerage Sales

  • Apr 2020 - Present



e Life Brokerage, LLC

• United States
• Insurance
• 1 - 100 Employee

• Vice President Sales

  • Jun 2018 - Apr 2020



One Resource Group

• United States
• Insurance
• 1 - 100 Employee

• Principal of Variable Business & Sales Manager

  • Jul 2014 - May 2018

  In this role, my main responsibilities include growing our relationships with agents, broker dealers and National Accounts. ORG provides excellent personal attention to our producers; helping them grow their personal insurance platform. ORG is committed to staying ahead of the curve with sales ideas and unique solutions for the people we work with everyday. If only there was one place that offered…. In-House Underwriting Support. In-House Advanced Markets Support. An… Show more In this role, my main responsibilities include growing our relationships with agents, broker dealers and National Accounts. ORG provides excellent personal attention to our producers; helping them grow their personal insurance platform. ORG is committed to staying ahead of the curve with sales ideas and unique solutions for the people we work with everyday. If only there was one place that offered…. In-House Underwriting Support. In-House Advanced Markets Support. An objective view of the industry. Education Platform including weekly webinars with top carriers. Financial Education Services. Practice Management Platform. Bank Owned Life Insurance Platform. On-Line Contracting and Applications. Executive Benefits Platform. Business Valuations and Buy-Sell Reviews. Life Insurance Review Services. Premium Finance Platform. Insurance Related Courses offered through The American College. Sales ideas to help me grow my business. Life Settlement Platform Associates available as late as 7pm EST. Prescription Discount Program. Term Quote App for my tablet or smartphone. GREAT NEWS! There is....One Resource Group! One Resource Group is your one stop shop for all brokerage services, we offer a vast range of insurance services, including case design, case management, advanced markets and experienced underwriting. We strive to partner with our clients to expand their business and continue to lead the industry in knowledge and innovation. Relationships are important to us, and we feel there is no better relationship than the one you can have with us! We feel that ORG can be your true partner out in the field, give us a call today. Show less In this role, my main responsibilities include growing our relationships with agents, broker dealers and National Accounts. ORG provides excellent personal attention to our producers; helping them grow their personal insurance platform. ORG is committed to staying ahead of the curve with sales ideas and unique solutions for the people we work with everyday. If only there was one place that offered…. In-House Underwriting Support. In-House Advanced Markets Support. An… Show more In this role, my main responsibilities include growing our relationships with agents, broker dealers and National Accounts. ORG provides excellent personal attention to our producers; helping them grow their personal insurance platform. ORG is committed to staying ahead of the curve with sales ideas and unique solutions for the people we work with everyday. If only there was one place that offered…. In-House Underwriting Support. In-House Advanced Markets Support. An objective view of the industry. Education Platform including weekly webinars with top carriers. Financial Education Services. Practice Management Platform. Bank Owned Life Insurance Platform. On-Line Contracting and Applications. Executive Benefits Platform. Business Valuations and Buy-Sell Reviews. Life Insurance Review Services. Premium Finance Platform. Insurance Related Courses offered through The American College. Sales ideas to help me grow my business. Life Settlement Platform Associates available as late as 7pm EST. Prescription Discount Program. Term Quote App for my tablet or smartphone. GREAT NEWS! There is....One Resource Group! One Resource Group is your one stop shop for all brokerage services, we offer a vast range of insurance services, including case design, case management, advanced markets and experienced underwriting. We strive to partner with our clients to expand their business and continue to lead the industry in knowledge and innovation. Relationships are important to us, and we feel there is no better relationship than the one you can have with us! We feel that ORG can be your true partner out in the field, give us a call today. Show less



Ash Brokerage

• United States
• Financial Services
• 300 - 400 Employee

• Relationship Manager

  • Jan 2010 - Jul 2014

  As a Relationship Manager at Ash Brokerage, I am responsible for facilitating conversations around insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life products for fully-underwritten, simplified and guaranteed issued plans. We also help provide solutions that include annuities, long term care, and disability income… Show more As a Relationship Manager at Ash Brokerage, I am responsible for facilitating conversations around insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life products for fully-underwritten, simplified and guaranteed issued plans. We also help provide solutions that include annuities, long term care, and disability income planning. We focus on building relationships with an advisor to help maximize the impact Ash Brokerage can have on their practice. Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options. I help all advisors involved in the life insurance process to have peace of mind and confidence in the decision to obtain life insurance coverage. Show less As a Relationship Manager at Ash Brokerage, I am responsible for facilitating conversations around insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life products for fully-underwritten, simplified and guaranteed issued plans. We also help provide solutions that include annuities, long term care, and disability income… Show more As a Relationship Manager at Ash Brokerage, I am responsible for facilitating conversations around insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life products for fully-underwritten, simplified and guaranteed issued plans. We also help provide solutions that include annuities, long term care, and disability income planning. We focus on building relationships with an advisor to help maximize the impact Ash Brokerage can have on their practice. Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options. I help all advisors involved in the life insurance process to have peace of mind and confidence in the decision to obtain life insurance coverage. Show less



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Managing Associate

  • Oct 2007 - Jan 2010