Experience

LCBA (Loyal Christian Benefit Association)

• United States
• Insurance
• 1 - 100 Employee

• Vice President- Sales & Marketing

  • Dec 2019 - Present

  Erie, Pennsylvania Area VP-Sales & Marketing for LCBA. We offer preneed and final expense solutions to funeral homes, cemetery groups and insurance agents who work with Christian families. Currently have product availability in 10+ states including PA, OH, NY, FL, CA, AZ, MD, MA, RI, WV, KY, IL, MO, NE, OK, NC, SC, TN. Specializing in products dealing with: - Preplanning - Preneed - Final Expense - Estate Planning - Medicaid Spend Down - Burial Insurance - Funeral Insurance - Advanced… Show more VP-Sales & Marketing for LCBA. We offer preneed and final expense solutions to funeral homes, cemetery groups and insurance agents who work with Christian families. Currently have product availability in 10+ states including PA, OH, NY, FL, CA, AZ, MD, MA, RI, WV, KY, IL, MO, NE, OK, NC, SC, TN. Specializing in products dealing with: - Preplanning - Preneed - Final Expense - Estate Planning - Medicaid Spend Down - Burial Insurance - Funeral Insurance - Advanced Planning

• Agency Supervisor

  • Mar 2017 - Dec 2019

  Erie, Pennsylvania Area

• Lead Insurance Strategist

  • Oct 2008 - Mar 2017

  Erie, Pennsylvania Area - Daily interaction with clients to compromise on a proper needs analysis pertaining to insurance and retirement planning. - Ability to offer many types of insurance including: life, health, accident, disability, long term care, foreign travel. - Connect with members and clients mostly by phone but also in one-on-one meetings regarding their current insurance options and summarize their insurance needs. - Offer in-depth insurance analysis with access to over 10 different companies… Show more - Daily interaction with clients to compromise on a proper needs analysis pertaining to insurance and retirement planning. - Ability to offer many types of insurance including: life, health, accident, disability, long term care, foreign travel. - Connect with members and clients mostly by phone but also in one-on-one meetings regarding their current insurance options and summarize their insurance needs. - Offer in-depth insurance analysis with access to over 10 different companies for proper comparison on related products. - Continued education with an ongoing effort to gain further insight and knowledge in a growing and ever-changing industry. - Specialized skills in working with baby boomers and seniors. - Professional knowledge with fixed life insurance and fixed annuity products. - Licensed to write business in over 10 states (PA OH NY MI IN IL NC SC CT CA FL WV KS NJ MA MO).



Western & Southern Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Aug 2006 - Apr 2008