Experience

Pinnacle Financial Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Independent Insurance Agent

  • Oct 2015 - Present

  I specialize in Senior products. Medicare, Final Expense, Fixed Annuities and Long Term Care. I want to educate individuals, families, business owners and their employees so their insurance needs protect the ones they love. I offer my clients strong carriers who have good financial ratings with products and features essential to their needs and concerns. I am provided with the best training available so my clients can make good educated decisions. My competition is Death, Disability and Old Age. My role is to help my client before the competition does. Show less



New England Long Term Care Planning GroupG

• United States
• Insurance

• Long Term Care Specialist

  • Sep 2014 - Oct 2015

  I specialize in Senior products. Medicare, Final Expense, Fixed Annuities and Long Term Care. My mission is to provide quality service matched by superior products to meet you retirement goals. I offer my clients strong carriers who have good financial ratings with products and features essential to their needs and concerns. I am provided with the best training available to help educate my clients make good educated decisions. I want to educate individuals, families, business owners and their employees on the role insurance plays in protecting the ones they love. My competition is Death, Disability and Old Age. I feel my role is to help the client before the competition does. Show less



Pension Professionals

• Financial Services
• 1 - 100 Employee

• Associate Client Service Director

  • Oct 2011 - Sep 2014

  Retirement Planning for individuals. Life Insurance, Long Term Care Insurance, Annuities, IRAs. Working closely with Estate Planning Attorneys helping clients with wills, POA and trusts. I work with several companies assisting employees with managing their 401(k). Retirement Planning for individuals. Life Insurance, Long Term Care Insurance, Annuities, IRAs. Working closely with Estate Planning Attorneys helping clients with wills, POA and trusts. I work with several companies assisting employees with managing their 401(k).



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Service Representative

  • Mar 2008 - Oct 2011

  Worked with individuals setting up Life Insurance, Long Term Care and Annuity programs. Worked with individuals setting up Life Insurance, Long Term Care and Annuity programs.



G M Pollack and Sons Jewelers

• Customer Service Manager

  • Feb 1991 - Mar 2008

  I was the Customer Service Manager at the Maine Mall store from 1991 until 1996. I was responsible for all service after the sale of new merchandise. I was responsible for all in-store jewelry repair work overseeing two goldsmiths. I was responsible for all outside jewelry repair work. Coordinating efforts with a number of vendors for warranty work as well as non-warranty work making sure all repair work done correctly and on a timely basis. I was responsible for jewelry repair training of all new and experienced sales persons. I working closely with the all sales staff to help solidify the sale and make sure we had a perfectly satisfied customer. I was responsible for developing and updating G M Pollack's retail price list for jewelry repair work. Eventually to be distributed throughout all 14 store locations. From 1996 to 2003 I became G M Pollack's Corporate Service Manager. My number one responsibility was to be the voice of Stan Pollack. Create the best customer service jewelry store around. I trained all new and experienced sale staff the fundamentals of jewelry repair and customer service. I worked closely with all 14 G M Pollack stores visiting them on a regular basis. The main goal was to improve customer service, increase the volume of repair business, reduce the cost to repair jewelry, keep our customers happy and make them repeat customers. Make our customers happy. I was in charge of 12 goldsmiths. I monitored the quality and the quantity of work being produced. I was responsible for maintaining and updating all their equipment needed to perform their duties. From 2003 to 2008 I returned to the Main Mall to again be the Customer Service Manager. Show less