Experience

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  Amerity Financial LLC

  • Lakeland, Florida

  • Director Marketing and Sales

    • May 2014 - Present
    • Lakeland, Florida

    Amerity Financial offers life, fixed, and fixed indexed annuity marketing, sales presentations, and products, to general agents across the US.The marketing and sales ideas that are offered, are first tested and proven by our company. We then advertise the use of the marketing, presentations, and sales tools to general agents across the US.

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  Amerity Consulting,LLC

  • Lakeland, Florida Area

  • Principal, President

    • Feb 2011 - May 2014
    • Lakeland, Florida Area

    Amerity Consulting offers life, fixed, and fixed indexed annuity marketing, sales presentations, and products, to general agents across the US.The marketing and sales ideas that are offered, are first tested and proven by our partner, Amerity Financial LLC. I consult with Amerity Financial during the development stages and help create and perfect the marketing, presentations, and sales and training tools.We then advertise the use of the marketing, presentations, and sales tools to general agents across the US.

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  Various Companies

  • Central Florida

  • Marketing, Seminar Development, Recruting, Managing

    • 2002 - 2011
    • Central Florida

    During this time I helped create several sales organizations and held various positions in doing so.Partner, recruiter, sales presentation development, marketing director, etc....

• 

  Liberty National Life Insurance Company

  • Lakeland, Florida Area

  • District Manager

    • 1974 - 2002
    • Lakeland, Florida Area

    Held positions during this 28 years as a Sales Rep, Sales Manager, and a District Manager.The majority of this time (23 years) in a management position. 12 of 23yrs as a District Manager.Product lines ranged from Life, Annuity, Group Health and Ancillary.Also dealt with Buy/Sell Agreements, Key Man Ins., and Corporate 125 Plans.