Experience

Allstate

• United States
• Insurance
• 700 & Above Employee

• Agency Owner

  • Jul 2018 - Present

  West Chester, PA

• Agency Owner

  • Jul 2018 - Present

  Greater Philadelphia Area



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Agent

  • Aug 2016 - Mar 2018

  Greater Philadelphia Area Agent licensed to sell insurance through New York Life Insurance Company



Quantum Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • May 2015 - Apr 2016

  Greater Philadelphia Area Quantum Strategies specializes in helping institutions, entrepreneurs, and affluent families solve complex problems. Their specialized practice areas offer investment management, estate planning, business succession planning, retirement planning, charitable planning, tax-sensitive investment strategies and employee benefit design.



HTA Financial Services

• United States
• Insurance

• Independent Licensed Agent

  • Jun 2011 - Jun 2013

  West Chester, PA Worked as a product specialist helping clients understand the complex issues regarding their Medicare Supplements, Long-Term Care policies, Disability and life insurance products. Coordinated the implementation with their other trusted advisers. Contracted with: Mutual of Omaha, Lincoln Financial, Genworth Financial, and Ohio National Lines of Authority: Life and Fixed Annuities, Accident, and Health



Hadayia Agency American Income Life

• Insurance
• 1 - 100 Employee

• Master General Agent

  • Jan 2008 - May 2011

  Plymouth Meeting, PA Responsible for personal sales production and the annual servicing of existing clients. Responsible for recruiting, interviewing, hiring, training, and daily supervision of an insurance sales team. Managed 4-7 licensed agents. -- Recruiting candidates from college and internet posted resumes, as well as personally recruiting motivated and talented individuals. -- Executed a three-stage interview process with candidates: including a group power-point presentation and… Show more Responsible for personal sales production and the annual servicing of existing clients. Responsible for recruiting, interviewing, hiring, training, and daily supervision of an insurance sales team. Managed 4-7 licensed agents. -- Recruiting candidates from college and internet posted resumes, as well as personally recruiting motivated and talented individuals. -- Executed a three-stage interview process with candidates: including a group power-point presentation and final hiring decision. -- Completion of an extensive, three-week training process for new agents. This includes teaching them a scripted presentation, familiarization of company procedures ( ie: applications, field underwriting guidelines, products & rates, closing techniques, obtaining referrals), and taking them into the field for two weeks of hands-on insurance sales training. -- Managed the daily activities of 6 licensed insurance agents. Including: scheduling of weekly appointments, proper submission of new business, servicing existing client needs, and keeping the agents accountable for minimum production standards. Responsible for managing the quality and retention of new clients, while also servicing and re-instating existing or lapsed policy-holders. -- Verified the accuracy and legitimacy of all new team cases. -- Communicated with AIL’s home office (Underwriting, Policy Issue, and Advance Departments) to supply the necessary documents and information required for new, existing, and lapsed policies. Attended: American Income Life's Leadership Development School(2009) - Dallas, TX Show less



Music Farm

• Owner/Operator

  • Sep 2001 - Nov 2007

  Charleston, SC - The largest live music venue (1,000 capacity) in historic, downtown Charleston, SC Customer Service/Marketing/Communications -- Oversee all box-office operations, and audits of on-line ticketing -- Develop and implement strategic marketing plan for business: coordinate all media buying and website development -- Author professional correspondence to customers, vendors, media, and government officials Detail Mastery & Organization -- Manage all… Show more - The largest live music venue (1,000 capacity) in historic, downtown Charleston, SC Customer Service/Marketing/Communications -- Oversee all box-office operations, and audits of on-line ticketing -- Develop and implement strategic marketing plan for business: coordinate all media buying and website development -- Author professional correspondence to customers, vendors, media, and government officials Detail Mastery & Organization -- Manage all aspects of day-to-day operations as owner and operator: Facility rental and maintenance (upkeep of building on the National Register of Historic Places), scheduling of events with all major and minor talent agencies, contracting and show production with artist management, finances(accounts payable/receivable, invoicing, budget, payroll, Quickbooks), supervision of 27 employees, and compliance with all licensing, taxation, and insurance requirements -- Oversight of bar sales and nightly operations, show production and stage management -- Crisis Management: 24 hour “on-call” status to deliver maximum satisfaction to artists, artist management, and patrons. Show less