Independent Insurance Agent

• Jul 2020 - Present

Retirement Income Consultant

• Sep 2016 - Jul 2020

● Excels in retirement income knowledge ● Leads workshops to train colleagues on Vanguards methodology to sharpen business acumen within the department● Creates trustworthy relationships with current and potential shareholders● Uses exceptional client relationship service● Effectively establishes single point of contact for shareholders● Organizes time efficiently to close sales● Helps shareholders get a better understanding of their annuity

Retirement and Savings Annuity Specialist

• Sep 2016 - Jan 2018

● Excelled in annuity product knowledge● Strategized on creating a town-hall meeting● Created and participated in a VUE FedEx event for my own project● Efficiently made monetary transactions● Handled problems that ranged from helping with monetary transactions to researching a cost basis from 20 years ago● Created trustworthy relationships with shareholders● Used exceptional client service● Effectively established single point of contact for shareholders● Organized time efficiently to close cases● Helped shareholders get a better understanding of their annuity Show less

Financial Specialist

• Dec 2014 - Sep 2016

I specialize in working with families and business owners. I provide financial education and financial organization to my clients. I help my clients achieve clarity through education on sound financial strategies, as opposed to marketing and financial myths. I specialize in working with families and business owners. I provide financial education and financial organization to my clients. I help my clients achieve clarity through education on sound financial strategies, as opposed to marketing and financial myths.