Experience

IFC National Marketing

• United States
• Insurance
• 1 - 100 Employee

• Producer Consultant

  • Apr 2019 - Present

  Provide consultative approach with independent advisors in the areas of life insurance, long term care, and disability insurance. Implement case design strategies and training with advisors on the wholesale level, while also having the opportunity to take a concierge approach by meeting with clients directly and working with advisors on their cases. Strategies include business planning such as buy/sell, key person, and deferred comp, and individual planning strategies that include legacy planning, wealth and asset preservation, and tax favored retirement income. Show less



Voya Financial

• United States
• Financial Services
• 700 & Above Employee

• Sr. Life Wholesaler

  • Jul 2015 - Jan 2019

  I worked as a Sr. Life Internal Wholesaler for the NE Region of the U.S., consulting with and recruiting independent advisors, brokers and General Agencies by helping implement life insurance case design strategies and solutions within both the individual and business planning arenas. In addition, I helped train and mentor advisors on concepts and products via live presentations and webinars. Through continuous mentorship and proactive business development, I increased sales within my region by over 10% year over year, with over $15 mil. in annual Target Premium paid. My fields of expertise consisted of individual retirement strategies using life insurance, executive benefit and general business planning, as well as premium finance. My goal was to help build strong relationships by assisting advisors in learning sound life insurance solutions they could implement within their financial practice, ultimately helping them ensure a stronger, sustainable business. Show less



First Income Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Annuity Sales Consultant

  • Jul 2014 - Jun 2015

  I worked as an Internal Sales Consultant in the field of Retirement Income Planning, helping coach and mentor independent financial advisors using a systems-based approach for their business development. My work entailed recruiting brokers and independent advisors nationwide and having them incorporate our system and proprietary software into their practice, providing them with ongoing, sustainable growth. My job was to educate advisors of the necessity of using a needs based approach to income planning, by specifically exercising guaranteed income riders within indexed annuities. In addition to educating advisors of the necessity of using this approach, I also coached them through every aspect of the sales process (seminars to appointments) using the company's proven methods. Having strong product knowledge to help facilitate case design was imperative. Show less



Small Business Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Internal Wholesaler

  • Sep 2013 - Jul 2014

  As an Internal Wholesaler, I was a sales and marketing consultant for Wells Fargo Regional Financial Advisors in the arena of life insurance. I built company sales volume by 10% within nine months via outbound sales calls to brokers nationwide, across all distribution channels. By using an ongoing, consultative approach in helping brokers build their life insurance business, I also ensured a preservation of their assets under management, a stronger client retention, and helped them incorporate a business model that was repeatable and sustainable. Through the building of stronger client relations, I was adept at case design and running illustrations, policy reviews and financial analysis with respect to life insurance, as well as business continuation and exit strategies. Having worked with all lines of life insurance products, a strong knowledge of all products was essential. Show less



American Financial Marketing

• United States
• Financial Services

• Sr. Life Marketing Consultant

  • Jan 2008 - May 2013

  As a Sr. Life Marketing Consultant, I actively recruited and consulted with independent agents and financial planners nationally in the area of life insurance. In addition to personal insurance, other areas of expertise included business planning, estate planning, and premium finance. My efforts of recruiting agents and broker-dealers nationwide helped establish the growth of the company's life insurance division from $800k to over $4 million of annual paid target premium in four years. I had also trained reps via sales presentations which resulted in a 20% average annual increase in life sales throughout the country. I enjoyed working directly with independent life insurance reps, and displayed a high level of initiative in building new relationships, while also providing exceptional service to existing agents through consultation and case design, product and concept training through various workshops and webinars, and running illustrations. Show less



ECA Marketing

• United States
• Insurance
• 1 - 100 Employee

• Life and Annuity Marketing Consultant

  • Apr 2003 - Sep 2007

  As a Life and Annuity Consultant, I recruited and consulted with independent life insurance agents, full financial planners, and broker/dealers nationwide in the areas of life insurance and annuities. I was a top achiever in the company for consulting with the largest volume of broker/dealers across the country in fixed annuities three years straight, and played a vital role in establishing the company to one of the largest IMO's in the nation in 2006, reaching the $1 billion mark in annuity sales for 2006, with over $50 million of life insurance premium sold. My main area of focus was on building sales volume through life and annuity agent recruitment, and developing client relations. This was achieved through the training and consultation of independent reps on individual cases, which often consisted of a wide range of financial arenas, including estate planning, annuity arbitrage, 403b's, IRA maximization and premium finance. Show less



Masterson Personnel

• United States
• Financial Services

• Staffing Supervisor

  • Feb 2002 - Jan 2003

  I was an Inside and Outside Sales Rep for business clients throughout the Twin Cities metro area. I researched companies, recruited, interviewed, helped manage, prep and staff employees for businesses across many industries. I was an Inside and Outside Sales Rep for business clients throughout the Twin Cities metro area. I researched companies, recruited, interviewed, helped manage, prep and staff employees for businesses across many industries.