Wholesaler, External Sales

• Dec 2019 - Present

Vice President of Brokerage Sales

• Mar 2018 - Nov 2019

As the VP of Brokerage Sales for AAB, I work with over 600 agents and advisors across the country to help recommend the best products for their clients and provide the most innovative tools to help them succeed in their business. My tenured industry background, extensive licensure, and first-hand experience working directly with brokers have provided me the expertise and the training to help agents and advisors in multiple lines of business including, but not limited to: -Life Insurance and Final Expense -Medicare Supplement and Medicare Advantage -Annuities -Critical Illness -Disability Illness -Long-Term Care Aside from being a direct line of communication for our brokers, I have expanded the company's footprint by contacting new brokers and sharing the AAB platform with them. As a grassroots organization that is rapidly growing, at AAB, our mission is straightforward and forward-thinking. We are an experienced team of industry professionals with the mission of helping clients get their “house in order.” We understand that we can only help so many people so our passion has brought us to All Access Brokerage. At AAB, we strive in the development of agents. Products are easily available in the market, but access to strategies and customized client solutions are what makes us different. Each and every client is different, and that is why it is so important to have access to not only the best carriers in the industry but also have the support and experience to help you protect more lives. Show less

Brokerage Sales Manager

• Aug 2013 - Mar 2018

As the Brokerage Sales Manager, I oversaw a team of 500 agents across a five state market. My role included developing effective relationships with independent agents in the market to expand the company's outreach to new customers. In this role, I increased the existing territory by strategically identifying independent agents in community and rural markets with huge growth potential. I also increased annual sales in the brokerage division by $600K and expanded the sales force by 300 new agents across the region. I worked directly with agents on key sales techniques including overcoming objections and needs based selling strategies. Additionally, I worked one-on-one with agents regarding product knowledge and competitor offerings. Show less

Sales Manager, Internal Wholesaling

• Feb 2008 - Mar 2013

I was responsible for managing a team of 12 internal wholesale representatives that were focused on contacting independent agents in the marketplace to promote the company's core products of annuities, mutual funds, and retirement solutions across the Central and Eastern regions of the United States. I successfully closed over $75 million in personal sales during a two-year period by analyzing market trends and competitor products, as well as discussing individual goals with customers to meet their financial needs. I was directly responsible for building a team of 20 internal wholesale representatives from scratch. I identified key agents in the markets and utilized effective recruitment tactics to secure top personnel for the positions. I effectively mentored and developed those team members based on individual strengths by using one-on-one coaching techniques and personal development roadmaps. Show less

Internal Wholesaler

• Apr 2005 - Jan 2008