Experience

Financial Independence Group

• United States
• Insurance
• 100 - 200 Employee

• Director Of Operations

  • Sep 2021 - Present

  Cornelius, North Carolina, United States



The Cincinnati Insurance Companies

• United States
• Insurance
• 700 & Above Employee

• Life Field Director

  • Jul 2016 - Sep 2021

  •Specialize in partnering with financial service professionals to simplify the life insurance and annuity process •Optimize time with organizational territory planning and corporate reporting •Create and develop strategic plans for relationships supported, along with partnering to maximize marketing efficiencies to support and align mission and vision •Train and develop existing relationships and onboard new relationships



Nationwide Financial

• United States
• Financial Services
• 700 & Above Employee

• BGA Relationship Specialist

  • Feb 2015 - Jul 2016

  •Responsible for Life Sales in the Brokerage General Agency (BGA) Distribution Channel for NC, SC and GA •Partnered with Regional Vice President to provide comprehensive territory development •Provided Premier Partner Firms with resources to attain sales goals and a resource for product training •Liaison between BGA Sales team and Underwriting Operations

• Life Insurance Regional Internal Consultant

  • Jan 2014 - Jan 2015

  •Responsible for creating effective relationships to achieve desired outcomes with financial advisors •Expand and execute a strategic business plan to increase production in specific distribution channels to achieve record-setting performance •Partners with the Life Regional Vice President to support and maintain key financial advisor relationships to achieve desired sales results and increases product awareness through effective communication

• Internal Sales and Services

  • Jul 2013 - Dec 2013

  •Knowledge of the sales process •Communicates daily with other teams within Nationwide •Building relationships with advisors and clients, helping them with current and past Nationwide life products

• Brokerage Case Manager

  • Jul 2011 - Jul 2013

  •Subject Matter Expert for Automated Underwriting •Trained existing and new associates on policy and procedure •Communicated and assisted in the sales process by reaching out to the internal and advisor to help reach their goals



Jared the Galleria of Jewelry

• Sales Associate

  • Aug 2010 - Jun 2011

  •Face to face customer sales •Professional interaction with all clients as well as timely follow up on questions and concerns that need researched •Taught multiple sales techniques to existing and new associates



WorldWide Marketing Innovation

• Assistant Manager

  • Aug 2008 - Jul 2010

  •Performed top sales in the company while training •Ran motivational and educational meetings on a weekly basis to keep product and industry knowledge up to date •Managed a group of 30 individuals, delegating office responsibilities to them as needed and followed up to ensure efficient execution •Coordinated contracts with prospective clients for our sales representatives to begin promoting •Administration in human resources for all new hires / fires