Experience

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  Tha Assurance Group

  • West Palm Beach, Fl.

  • Sr. Agent

    • Jun 2015 - Present
    • West Palm Beach, Fl.

    Partnered with the prestige's "​ THE ASSURANCE GROUP". Well versed in all insurance products that deliver the greatest benefits, at the most competitive premiums..

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  Senior Life Insurance

  • Florida

  • Sr.. Agent

    • Jun 2014 - Jun 2015
    • Florida

    Specializing in providing Funeral Advantage Plans, Final Expense Whole Life Insurance Programs.

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  Lincoln Heritage Funeral Advantage

  • Phoenix, Az

  • Territory Manager

    • Aug 2013 - 2013
    • Phoenix, Az

    Provide and manage Final Funeral Expense Programs to families in need. We offer many diversified programs that take the stress and financial burden away from the family, when family is experiencing a death in the family. Our programs not only insure that the wishes of the deceased are fulfilled exactly as instructed, but the Whole Life Insurance coverage issued is more than sufficient to pay for ALL associated funeral expenses. Included in the coverage is Plus Accidental Death coverage with Limits up to $100k. We stress being Pro-Active, rather than Re-Active is always less stressful, and expensive

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  AFLAC

  • Lake Worth, Florida

  • Territory Sales Agent

    • 2012 - 2013
    • Lake Worth, Florida

    Provide voluntary supplement insurance benefits to small and mid-size businesses. Conduct employer / employee business orientation meetings resulting in high sales.

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  American Resource Management Inc.

  • Boca Raton, Florida

  • Director of Business Development

    • 2008 - 2011
    • Boca Raton, Florida

    Provided financial products to small and mid-size retail merchant's. Hired as Director of Operations and Marketing (start up corporation) bringing the organization to a regional level. Created, implemented the necessary policies, procedures, systems and controls, which resulted in bringing the company to profitability in the first year. Hired, trained and managed team of 24 in sales and funding agents. Conducted the monthly budgets, spreadsheets, and profit and loss reports. Created the overall structure to this start-up operation.

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  RBC Mortgage Company

  • Boca Raton, FL

  • Senior Mortgage Banker

    • 1999 - 2008
    • Boca Raton, FL

    Developed strong network of RBC Bank clients, established a worldwide referral base, which resulted in significant mortgage volume. Contributed significantly in achieving a milestone of $1 billion in volume in 2005. Utilized the internet, established referral base and networking, as a means to increase business.

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  The Finance Company

  • Jacksonville, FL

  • Vice President

    • 1997 - 1999
    • Jacksonville, FL

    Managed an automobile loan portfolio in excess of $55 million with a staff of 110 employees. Implemented departmental controls that improved profits.

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  First Western Bank

  • Cooper City

  • Vice President

    • 1995 - 1997
    • Cooper City

    Established policies, procedures and structure to a newly formed auto finance division of the bank. Hired, trained and managed a staff of 12 that provided customer service, collections, collateral liquidation and recovery. Used controls and software programs that lead to eliminating over a half million in potential losses int he first year. This resulted in improving the banks bottom line and ultimate sale.

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  General Motors Acceptance Corp

  • New York

  • Manager

    • Jan 1961 - Jan 1986
    • New York

    Managed all areas of G.M. Indirect Auto Finance Company.