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Credentials

  • 0214- Life and Variable annuity
    Florida Department of Financial Services
    Jan, 2012
    - Sep, 2024
  • 0240- Health
    Florida Department of Financial Services
    Jan, 2010
    - Sep, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Managing Partner
      • Apr 2017 - Present
    • United States
    • Insurance
    • 300 - 400 Employee
    • Licensed Insurance Agent
      • Mar 2011 - Mar 2017

      *marketing for physicians office and maintaining relationships *helping providers promote growth with their practices *community out reach *directing and leading sales seminars *helping members with understanding Medicare benefits * conducting thorough needs analysis with each client and determine the most appropriate insurance plan *marketing for physicians office and maintaining relationships *helping providers promote growth with their practices *community out reach *directing and leading sales seminars *helping members with understanding Medicare benefits * conducting thorough needs analysis with each client and determine the most appropriate insurance plan

    • United States
    • Recreational Facilities
    • Licensed Insurance Agent
      • Jan 2008 - Jan 2011

      *Maintaining current group and individual policies *recruiting new individual and group*cold calls and event set up * comparing quotes and presenting them from each individual insurance

    • Underwriter
      • Jan 2007 - Jan 2008

Education

  • St. Petersburg College

Community

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