Experience

Creative Financial Network

• United States
• Financial Services
• 1 - 100 Employee

• Head of Brokerage

  • Jan 2021 - Present

  Executive Vice President and in charge of brokerage director at Choice Financial Professionals I make available to insurance brokers the portfolio of Ohio National, MassMutual, PennMutual, National Life (to name a few) products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance, Fixed Annuities and Fixed Indexed Annuities. I am looking for successful, independent producers (brokers) who are interested in offering guaranteed products to their clients. In turn, you can expect one-on-one support for all your clients needs including: case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations. Show less



Coastal Wealth

• United States
• Financial Services
• 100 - 200 Employee

• Brokerage Director

  • Apr 2015 - Jan 2021

  As a brokerage director at Coastal Wealth, an agency of Massachusetts Mutual Life Insurance Co. (MassMutual), I make available to insurance brokers the portfolio of MassMutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities. I am looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. In turn, you can expect one-on-one support for all your clients needs including: case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address 1000 Corporate Drive Suite 700, Fort Lauderdale, Florida, 33334. Agency officers are not officers of MassMutual Life Insurance Company.Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual.I am licensed to sell securities in FloridaI am licensed to sell insurance in Florida.Office telephone number is 954-689-9427. Show less

• Brokerage Director at Coastal Wealth A Massmutual Firm

  • Apr 2015 - Jan 2021



The Toner Group

• Insurance
• 1 - 100 Employee

• Brokerage Manager

  • Apr 2014 - Apr 2015

  The Toner Group is a leading brokerage for financial professionals specializing in the life, long term care, annuity, and disability insurance markets. We combine industry expertise, innovative technology, and superior service that provides a hassle free experience for our agents from marketing, underwriting, and placement of life, long term care, annuities, and disability insurance. Our experience, commitment to service, and dedication to your success will drive your business The Toner Group is domiciled in Exton, PA, but you can contact me in my Ft. Lauderdale, FL office. Are you currently working on a Life, Annuity, Long Term Care or Disability case? Call my team and we'll be happy to provide you with personalized service! Show less



Capitas Financial

• United States
• Financial Services
• 100 - 200 Employee

• Sales Vice President

  • Sep 2013 - Apr 2014

  Generated new sales within several firms and independents for Life Insurance, Long Term Care, and Disability Insurance products. Responsible for providing expertise in area's such as estate planning, business planning, ESOP's and other comprehensive service. Working with financial advisors in Wells Fargo, Oppenheimer, Janney Montgomery Scott, RaymondJames as well as independent advisors. Perform needs assessments, client presentations and help advisors identify clients who will need these services. Key Accomplishments Closed over $400,000 of new business in the first five months. Show less



Lincoln Financial Distributors

• United States
• Financial Services
• 400 - 500 Employee

• Regional Life Specialist

  • Apr 2004 - Aug 2013

  $9.8B Financial Services and Insurance Organization offering wide range of accumulation, insurance, annuities and retirement solution products); Overview Charged with providing comprehensive service and expertise to financial advisors including those with Wachovia Securities, Smith Barney and Merrill Lynch offices. Perform extensive opportunity identification, needs assessments and client presentations. Products include Life Insurance, Annuities, Mutual Funds; manage accounts and institutional business for pension markets, 401K plans and Executive Benefits. Daily activities included: Key Accomplishments Significantly grew sales from less than $150K (target) to over $1.1M despite volatile economy through exceptional follow-up, product knowledge, support and ongoing administrative/back office support. Maintained steady support by visiting each office at least twice a month. Consistently exceed expectations of 100 "activity points" per week (measured by number of meetings with Financial Advisors, meeting client clients, taking applications), averaging over 115 points per week during tenure, with at least 2-4 client appointments per week. Eased ability of Financial Advisors to focus on their client portfolios by providing assistance in completing applications and remaining available for troubleshooting and/or service issues. Gained reputation for providing exceptional support to Financial Advisors and customers; frequently requested by Advisors to accompany them on sales calls. Sustained high levels of productivity by establishing comprehensive task lists, spreadsheets and tracking programs covering number of cases as well as value/worth of each. Consistently remained current with trade/industry information, frequently sharing with other colleagues. Show less



Phoenix Life Insurance Company

• United States
• Financial Services
• 100 - 200 Employee

• Sales Director

  • Aug 2001 - Jun 2003

  Overview Hired to grow new and maintain existing sales results by providing extensive client relationship building and guiding agents/staff in daily operations risk management, customer relationships, service/quality issues, product education and sales/marketing activities. Performed variety of administrative functions, led seminars, developed new accounts and served as liaison between underwriters and producers. Primary products were insurance and annuities. Scott Rosen, Page Two Key Accomplishments Exceeded target goal of $300K from the ground up after only one year through combination of strong time management skills, cultivating strong vendor relationships, introducing new products and consistently setting high number of appointments with agents/clients. Augmented sales by over $70K within 10-days by introducing successful marketing program for business owners to a select group of State Farm Agents; helped them identify targets and generate referrals by provided comprehensive training on effective seminars to prompt new opportunities. Instrumental in generating $70K in premiums by developing and implementing successful marketing campaign to increase business owner appointments. Personally developed over 12 profitable accounts while boosting overall company revenues by proactively identifying, soliciting and building positive relationships with independent representatives. Boosted overall productivity, sales-knowledge and relationship building by leading on-going continuous education programs for agents and brokers. Show less



Metropolitan

• South Africa
• Insurance
• 700 & Above Employee

• Agency Director

  • Jan 1998 - Jan 2001

  Overview Initially hired as Regional Market Development Specialist before promotion to Agency Director with accountability for establishing team of financial planners including all interviewing and hiring. Functionally accountable for identifying candidates, leading sales teams, overseeing daily administrative activities, leading marketing efforts, providing training and capturing leads. Promoted to Director position after three years as Agent. Key Accomplishments Credited with leading approximately 100 highly productive agents through program and bolstering company image via their financial results and professionalism. Instrumental in guiding office to top three position out of 35 regional offices through development and implementation of numerous successful marketing campaigns. Significantly reduced turnover while encouraging more productive sales by fostering sprit of teamwork among agents. As Regional Market Development Specialist, performed extensive reporting and coordinated sales activities for 250 representatives. Served on MetLife advisory board, prepared budgets, created sales strategies, established goals and maintained efficient costs. Key Accomplishments Trimmed turnover by 25% and improved productivity by 10% by implementing strategic marketing efforts. Boosted TSA market by 571% Show less



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Planner

  • Jan 1992 - Jan 1998



American Express Corporation

• Supervisor

  • Jan 1989 - Jan 1992

  Responsible for managing call center environment and customer service representatives. Maintained consistent record of quality, improved morale and productivity and reducing turnover form 110% to 15% in just one year. Responsible for managing call center environment and customer service representatives. Maintained consistent record of quality, improved morale and productivity and reducing turnover form 110% to 15% in just one year.



Dun and Bradstreet Corporation

• Division Manager

  • Jan 1984 - Jan 1989

  Increased overall productivity by 100% through creation of incentive programs and reduced turnover from 300% to 15% in just 11 months. Increased overall productivity by 100% through creation of incentive programs and reduced turnover from 300% to 15% in just 11 months.