Experience

Jaxx Financial LLC
• United States
• Financial Services
• 1 - 100 Employee
• Sales Manager

  • Feb 2019 - Present


DG&M Agency

• United States
• Insurance
• 1 - 100 Employee

• Regional Vice President

  • Nov 2015 - Feb 2019

  DG & M Insurance Agency is a full-service independent insurance agency that specializes in giving our customer the best product. Though your home or business may be covered by your current company, you may not be fully protected. Only our independent insurance agency can offer the finest insurance protection you can find in the area. By working independently, we are able to market your insurance needs to several carriers to find the best match based on price, quality of service, specific protections, and value. In fact, you'll discover that we can find coverage rates many other offices cannot offer. We are not restricted in the products we offer but specialize in the following categories of insurance policies: • Home Insurance • Auto Liability & Damage • Mobile Home Protection • Commercial Insurance Policies • Renter's Insurance • SR-22 Insurance • Commercial CGL • Umbrella Policies • Flood Insurance Show less



Wilson Insurance Group, LLC

• Agency Owner/ Agent

  • Oct 2014 - Jan 2016

  With 40 plus years of experience, Wilson Insurance Group has been servicing North and South Carolina, proudly helping families and businesses protect the most valuable parts of their lives with insurance coverage customized to fit their needs and their budgets. Our agency is a family owned and operated independent insurance agency that takes pride in giving our customer the best product. We have earned our reputation for professionalism due to the special attention given to the needs, requirements, and details of our clients. The Wilson Insurance Group represents all of the top insurance carriers in every product ( Auto, Home Owners, Business, Life, Health, & Renters). So let us shop your insurance for you. The agency provides an Income Tax Service as well. Show less



Allstate

• United States
• Real Estate

• Agency Owner/ Licensed Insurance Agent

  • Dec 2012 - Oct 2014

  I help people with their insurance needs – from homes to auto to boats and more. Below some of the products are listed. Available Products--Auto, Home, Renter, Boat, Motorcycle, Rental Property, commercial auto, Business liability insurance. I understand the ins-and-outs of insurance, but also to service hundreds of families regarding their protection needs. I can help you protect the things that are important – your family, home, car, boat and more. I’m proud to work with a financially sound and stable company like Allstate. They’ve been protecting families and their assets for over 80 years. Now, they offer financial and life insurance solutions. These products, combined with years of experience, can help you achieve your future financial goals. My goal is to not only help you with your immediate financial needs, but also to help you with your goals for the future. Situations such as, saving for your child’s education or your retirement. I’m committed to helping you achieve your long-term financial goals. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Mortgage Loan Consultant-NMLS# 589274

  • Nov 2010 - Feb 2013

  Residential loan officer that specialized in refinances, home equity products, and purchase mortgages. Utilize great interpersonal and communication skills in a high volume call center atmosphere to generate mortgage applications through various lead sources. With my excellent negotiation and time management skills I consistently exceeded production requirements as set from time to time on conversion Metrics: Lead to Application and Closing rates. Great ability to define problems, collect data, establish facts, and make appropriate recommendations to diverse clientele base. I consistently maintained an high conversion percentage for cross-selling several bank products. Show less



Wachovia, A Wells Fargo Company

• Loan officer

  • Apr 2004 - Jan 2010

  Residential loan officer that specialized in refinance, home equity products, and purchase mortgages. Residential loan officer that specialized in refinance, home equity products, and purchase mortgages.