Experience

Reliant Direct Insurance Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Financial Consultant

  • Jul 2020 - Present

  Discuss clients personal, business and legacy goals and aspirations to uncover needs for protection. Review and assess clients current coverage and deficiencies. Provide recommendations and present Term, Whole, Universal and Indexed Universal Life solutions in a clear and easy to understand language. Specializing in income and family protection, living benefits, mortgage protection, policy laddering, estate and legacy planning, charitable giving, key-man and buy-sell policies. Discuss clients personal, business and legacy goals and aspirations to uncover needs for protection. Review and assess clients current coverage and deficiencies. Provide recommendations and present Term, Whole, Universal and Indexed Universal Life solutions in a clear and easy to understand language. Specializing in income and family protection, living benefits, mortgage protection, policy laddering, estate and legacy planning, charitable giving, key-man and buy-sell policies.



AIG Direct

• United States
• Insurance
• 1 - 100 Employee

• Senior Account Executive

  • Mar 2004 - Jul 2020

  Have consultive conversations with clients to uncover financial goals and needs. Utilize extensive product and underwriting knowledge to recommend the most advantageous insurance products to meet client requirements. Consistently maintain and service customer accounts to ensure clients changing needs are being met. Have consultive conversations with clients to uncover financial goals and needs. Utilize extensive product and underwriting knowledge to recommend the most advantageous insurance products to meet client requirements. Consistently maintain and service customer accounts to ensure clients changing needs are being met.