Experience

Life Insurance Settlement Association

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Financial Planner

  • Jun 2014 - Present

  Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.



Insurance Thought Leadership

• United States
• Insurance
• 1 - 100 Employee

• Insurance Advisor

  • Mar 2008 - Jul 2013

  Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.Provides death benefits by delivering policy proceeds; reassessing client needs. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.Provides death benefits by delivering policy proceeds; reassessing client needs.