Experience

Underwriters Brokerage Service

• United States
• Insurance
• 1 - 100 Employee

• Relationship Manager

  • 2013 - Present

  Market and service life insurance, disability, long-term care and annuities for multiple states, markets, and and wire houses including Wells Fargo and UBS Financial. • Primary independent insurance wholesaler (UBS) with 30 active client/advisors, with losing 50% of business between 2013-2017 • Primary independent insurance wholesaler with 25 active client/advisors in 5 Wells Fargo offices, with $500K in annual commissionable premiums between 2013-2017 • Ranked one of top… Show more Market and service life insurance, disability, long-term care and annuities for multiple states, markets, and and wire houses including Wells Fargo and UBS Financial. • Primary independent insurance wholesaler (UBS) with 30 active client/advisors, with losing 50% of business between 2013-2017 • Primary independent insurance wholesaler with 25 active client/advisors in 5 Wells Fargo offices, with $500K in annual commissionable premiums between 2013-2017 • Ranked one of top 5 out of 150 independent insurance wholesalers nationally with UBS Financial Show less



Simply Financial Services (life insurance)

• VP of Business Development

  • 2004 - 2013

  Managing general partner for independent agents marketing and servicing life insurance, disability, long-term care, and annuities. • Went from being an independent wholesaler in 1 office with 10 active advisors, to 3 offices with 20 active advisors • Placed $9.3M in death benefit for a total of $1.34 M in commissionable premiums, double the production from previous year



National Brokers Alliance

• Insurance

• Sales and Relationship Manager

  • 2002 - 2011

  Client support and insurance specialist for affiliated agents and UBS advisors, including presentations across the country including the Midwest and East Coast • Uncovered insurance opportunities and guided advisors through the sales process • Did strategy, case design, illustration support, client presentations, application processing & policy deliveries • Added Life/Health division to the agency that added $125K/year gross revenue from year one • Closed and… Show more Client support and insurance specialist for affiliated agents and UBS advisors, including presentations across the country including the Midwest and East Coast • Uncovered insurance opportunities and guided advisors through the sales process • Did strategy, case design, illustration support, client presentations, application processing & policy deliveries • Added Life/Health division to the agency that added $125K/year gross revenue from year one • Closed and placed a $3.5M single premium life insurance case on an age 80 female. This was the largest sale in the agency's history Show less



Legacy Marketing Group

• United States
• Insurance
• 1 - 100 Employee

• Relationship Marketing Manager

  • 1999 - 2002

  Marketed and administered proprietary annuity and life insurance products to independent agents in 49 states specializing in product portfolios, complex retirement, estate, and business planning strategies. • Did case design on a complex suite of estate and business planning options for advisors and promoted seminars to agents • Contributed to creating and marketing a web presence to enhance client relationships & drive business as well as managing a team of 3 in web & database… Show more Marketed and administered proprietary annuity and life insurance products to independent agents in 49 states specializing in product portfolios, complex retirement, estate, and business planning strategies. • Did case design on a complex suite of estate and business planning options for advisors and promoted seminars to agents • Contributed to creating and marketing a web presence to enhance client relationships & drive business as well as managing a team of 3 in web & database maintenance • Was the Legacy liaison at 30-day seminars held around the country and introduced speakers, made presentations, answered questions and promoted enthusiasm • Part of a 3 person team that managed the scheduling & logistics for 2-day seminars throughout the country • Led a team that implemented the new IRS rules including working with 4 insurance companies on their underwriting on products; later became an outside consultant for IRA rules • Drafted all client & agent marketing material, editing and compliance across enterprise with heads of compliance, underwriting, and operations teams • Doubled new IRA annuity premiums to $100M in 2001 through successful marketing and implementation of new IRA rules • Closed 60% of placed advanced market cases in a 12-month period in conjunction with 2 other agents through systematic follow-up Show less