Experience

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  Advisors Excel

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director of Wealth

    • May 2022 - Present

  • Operations Manager

    • Sep 2020 - Jun 2022

    Work with individuals, families and business owners to help them grow and protect their assets.

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  Allstate

  • United States
  • Insurance
  • 700 & Above Employee

  • Agency Principal

    • Feb 2015 - Mar 2020

    In my current role, I manage a client base of more than 1500 households where through utilizing a consultative approach my team and I can address their unique needs for retirement planning, financial services and risk management. I lead a high performing team elevating their effectiveness through training in sales techniques and the use of the industry’s latest technology tools. I am focused on the delivery of exceptional service, building trust and developing long-term relationships through integrity-based selling. To achieve goals I have experience in the product and service offerings while utilizing competitive intelligence and market data to identify opportunities to drive sales through targeted marketing programs.A few key achievements in this tenure include: Recognized for consistent goal achievement exceeding Allstate’s life insurance and retirement goals for three consecutive years. Throughout tenure targeted business growth opportunities growing the agency’s book of business from $2.6M to $3M in property-casualty premium while driving an increase in profitability by 36%. Applied business acumen to significantly decrease the loss ratio from 82% to 52%.

  • Field Sales Leader/Recruiter

    • May 2013 - Feb 2015

    I provided leadership and direction for a team of agents and licensed staff ensuring the delivery of best in class service through training and coaching staff to identify client requirements and offer solutions that met their lifestyle needs. I applied industry best practices in developing agents elevating their skills in business, marketing, and sales presentations. As a recognized subject matter expert I was entrusted to recruit and qualify new agency owners and licensed sales professionals. I also leveraged my knowledge of FINRA rules and compliance requirements to conduct annual supervisory reviews.A few key achievements in this tenure include: Exceptional coach and mentor responsible for the training and professional development of 30 independent Allstate Agency owners. Elevated area profitability by over 10% in just18 months.  More than 35% of agents trained and coached were recognized for award-level production.

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  State Farm Insurance Agency

  • Greater San Diego Area

  • Agent

    • Nov 2011 - Apr 2013
    • Greater San Diego Area

    As a trusted member in my community I managed a portfolio of over 900 households lowering customer risks, protecting assets and assisting with financial planning. I applied my skills as a coach and mentor to develop a team of high-performing customer-centric agents teaching them consultative techniques and integrity based selling elevating client satisfaction and brand loyalty. A few key achievements in this tenure include: Achieved an increase in monthly production by 53% whilst raising the office’s ranking from 28 to 9 in a region with 30 agents.  Expanded the property casualty annual premiums from $1.7M to more than $2M.  Ranked first in the market area for bank loan referrals, credit cards, and deposits.

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  State Farm ®

  • Agency Field Specialist

    • Apr 2008 - Nov 2011

    As a Field Consultant, I traveled throughout the Greater Sacramento area delivering customer-focused training in service, marketing and sales techniques to the 35 State Farm agents within the region. I utilized individual training methods and developed a robust curriculum to elevate business results across the region. Additionally, I managed interactions and public relations as part of my role working with the Personal Insurance Federation Political Action Committee (PIFPAC). A few key achievements in this tenure include: Recognized as the #1 agency market area for key metrics such as life applications per agent, bank auto loan production, credit cards, and certificates of deposit for four consecutive years.  Designed and implemented a State Farm Auto Insurance Sales Academy to serve the training needs for the Northern California Market Area. This successful program was later adopted throughout the entire state.  Developed a targeted marketing program to serve underserved communities expanding the client base amongst Vietnamese, Hmong Chinese, and Latino communities within the service area.

  • Product Manager

    • Jan 2004 - Apr 2008

    I oversaw the national launch of two new programs the State Farm 529 College Savings Plan and the State Farm Life Path funds. I defined the communications and public relations strategies in support of both successful product launches. I also was tasked with managing the content and distribution of the enrollment, prospectus, and legal guidelines for these new programs.A few key achievements in this tenure include: Designed a sales associate program which was implemented nationwide establishing an outbound sales and coaching team for all State Farm agents.  Created sales processes and best practices to increase bank auto loans and mutual fund production.

  • Financial Services Territory Manager

    • Sep 2002 - Jan 2004

    • Increase market area of 42 agent’s life insurance, banking and mutual funds sales by 67% in one year.• Created and developed class room as well as on the job sales and training programs for agents and their teams.• Created and developed auto loan sales academy for San Diego market area. Bank loan academy included class room training, skill assessments and in office training.• Conduct joint appointments with agents and their member/customers providing retirement, banking, investment advice and financial literacy.

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  Bank of America

  • Greater San Diego Area

  • Financial Advisor

    • Jan 1991 - 2002
    • Greater San Diego Area

    • Increased assets under management from 20 million to over 80 million is assets under management.• Increase Rancho Bernardo Bank of America’s Private Client team’s assets from 300 million to over 500 million.• Year in and year out ranked in the top quartile of financial advisors in California out of 200 advisors.• Highest number of qualified mortgage referrals to bank partners averaging over 10 referrals per month.• One on one financial planning and advice with individuals, families and business owners.• Series 7, 65, 63 and California Life and Health license