Case Design and Relationship Specialist

• Nov 2021 - Present

Retirement Strategist

• May 2019 - Oct 2021

Our team at Tesla Wealth Management has a special gift in our ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. We love to tackle complex financial topics and break them down for a layperson to understand. We specialize in Optimizing Retirement Income by combining Actuarial Science and Risk-based investing. Our rule is always to get a plan and process first. Therefore, before we recommend any product, we educate our clients about their finances and set their goals. Then we propose several game plan scenarios with the best matching financial tools. Contact our team at Tesla Wealth to create an easy-to-understand analysis specific to your situation. Give us a try and Build Your Legacy With Tesla Wealth Management. Check our website at https://teslawm.com/ and follow us on social media https://www.facebook.com/TeslaWealthManagement. Show less

Case Design & Marketing

• Sep 2019 - Jun 2020

❖ Provide illustrations, advance sales concepts, and marketing support to agents ❖ Deliver exceptional customer service by recommending solutions based on client’s stated objectives and needs. ❖ Coordinate with internal teams to help ensure a smooth end-to-end client experience. ❖ Have a vital role in assisting agents to harness the full potential of Clarus Hall’s technology assortment. ❖ Provide illustrations, advance sales concepts, and marketing support to agents ❖ Deliver exceptional customer service by recommending solutions based on client’s stated objectives and needs. ❖ Coordinate with internal teams to help ensure a smooth end-to-end client experience. ❖ Have a vital role in assisting agents to harness the full potential of Clarus Hall’s technology assortment.

Life Insurance Case Design & Product Specialist

• Jun 2017 - Jun 2019

❖ Specialized in fine-tuning the right life insurance product and its features to complement one of the advanced strategies that perfectly meet clients' specific needs. ❖ Identified and facilitated new sales opportunities with current clients for life, disability, and long-term care insurance. ❖ Managed the sales process from proposal through the application process to contract delivery, creating sales illustrations and providing product expertise for referral sales prospects. ❖ Specialized in fine-tuning the right life insurance product and its features to complement one of the advanced strategies that perfectly meet clients' specific needs. ❖ Identified and facilitated new sales opportunities with current clients for life, disability, and long-term care insurance. ❖ Managed the sales process from proposal through the application process to contract delivery, creating sales illustrations and providing product expertise for referral sales prospects.

Life Insurance Analyst

• Oct 2015 - Jun 2017

❖ Created proposals with funding and implementation of insurance products tailored to clients’ specific needs. ❖ Maintained excellent client service, managed in-force requests and status updates, drove conversions, and prepared in-force illustrations and policy reviews. ❖ Identified and recommended process improvements, increasing organizational efficiency, and maximizing client experience. ❖ Created proposals with funding and implementation of insurance products tailored to clients’ specific needs. ❖ Maintained excellent client service, managed in-force requests and status updates, drove conversions, and prepared in-force illustrations and policy reviews. ❖ Identified and recommended process improvements, increasing organizational efficiency, and maximizing client experience.