Currently an Experienced wholesale marketer. Professionally Life and Health licensed since 2001 and General Securities licensed since 2007. Referral based client developer with Financial Advisor experience. Works jointly with advisors, clients attorneys, business owners and tax professionals. Elected by the Board of Directors to serve as a board member of a mid sized non-profit, The Pasadena Senior Center, with an annual budget of 1.4 million dollars. Served as Secretary, Vice President, and President during my six year term at the Pasadena Senior Center. Contributed on the Finance, Governance, Programs, and Executive committees.
Growing sales for the Institutional Marketing Channel. Developing a personal book of advisors, agents and agencies. Coordinating insurance company marketing campaigns in the territory. Recruiting Institutional Advisors, agents and agencies. Educating the territory with product information. Delivering sales solutions, applications and product training. Partnering with insurance company wholesalers to provide product knowledge and sales strategies. Assisting with illustrations, applications and at point of sale.
Submitted winning proposal for Waddell and Reeds 75th anniversary WWI Traveling Museum client event in 2012. Keeping current on continuing education and compliance requirements. Developing Referral based clients. Conducting continuing education events for CPA's and Attorneys to grow referrals. Providing financial planning for clients. Preparing accurate financial plans. Assisting with financial plan implementation. Engaging clients as a fiduciary. Conducting annual reviews. Assisting advisors with insurance sales through joint work.
Developing clients with referral based marketing and networking. Deliver compelling needs based insurance solutions. Assisting with the application process. Providing annual reviews for clients. Vetting insurance solutions an strategies. Maintaining insurance license and awareness of latest legislative changes that may affect insurance planning.
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