Director of Sales and Marketing

• May 2017 - Present

Director of Sales and Marketing

• May 2017 - Present

When Elite Marketing Group/Insurance Designers was founded in 1986, we knew that independent agents and financial professionals needed access to the best products, service, and support. As the industry has changed and evolved, we’ve made a commitment to offer the latest products to help you meet your clients’ needs. We are a partner for independent agents and financial professionals. Our team offers experience and insights to help your business flourish. When Elite Marketing Group/Insurance Designers was founded in 1986, we knew that independent agents and financial professionals needed access to the best products, service, and support. As the industry has changed and evolved, we’ve made a commitment to offer the latest products to help you meet your clients’ needs. We are a partner for independent agents and financial professionals. Our team offers experience and insights to help your business flourish.

Carrier Liaison

• Sep 2015 - May 2017

InforcePRO® is a web-based software platform that is bringing service back to policy service. Since it's launch in Canada in 2012 and the U.S in 2014, it has been adopted by more than 2,000 BGAs, Broker Dealers, Banks, and Carriers to monitor and engage their in-force policyholders. Specialties Insurance, Data Mining, Policyholder service, Policy Review, Life insurance, Customer Relationship Management, Policy Audit, Policy Service, Compliance InforcePRO® is a web-based software platform that is bringing service back to policy service. Since it's launch in Canada in 2012 and the U.S in 2014, it has been adopted by more than 2,000 BGAs, Broker Dealers, Banks, and Carriers to monitor and engage their in-force policyholders. Specialties Insurance, Data Mining, Policyholder service, Policy Review, Life insurance, Customer Relationship Management, Policy Audit, Policy Service, Compliance

VP of Marketing and Recruiting

• 2013 - 2015

The principals at Sterling National Financial Group have enjoyed a long tradition of providing superior trust and financial counseling services to the employees of public institutions. Our goal, as the premier provider of retirement planning for educators, is to assist you in writing the story of your life with the final chapter about relaxation and financial freedom. We have a long standing reputation for the highest caliber of people and customer care. With the associates of Sterling, you enjoy a level of financial advice previously reserved for only the most privileged clients. It’s the combination of a number of key features that truly sets Sterling apart. Our leadership consists of industry professionals with over half a century of combined retirement experience. In addition, we choose our field agents to leverage their existing knowledge, combined with extensive training, to assure that they are properly equipped to accommodate our client’s needs. We also require all of our associates to pass a rigorous certification course. In this way, we provide the best service to the best customers. Show less

Internal Wholesaler

• 2009 - 2012

Assisted agents in the sales and marketing of Life and Long Term Care Insurance. Worked with agents on how to best position the products and how to incorporate into their current business model. Also focused on recruiting new agents to the firm by providing a high level of support and training with a focus on the value added to their new and existing clients. Assisted agents in the sales and marketing of Life and Long Term Care Insurance. Worked with agents on how to best position the products and how to incorporate into their current business model. Also focused on recruiting new agents to the firm by providing a high level of support and training with a focus on the value added to their new and existing clients.