services professional, providing financial planning strategies for clients by
present and future financial needs, objectives and requirements. Energetic and influential
team player who thrives on making complex subject matter easy to understand and
relevant. Highly engaging salesperson, speaker and
trainer who motivates, educates and transforms understanding of difficult
subjects with an approachable style.
03/2007 to 12/2016
Field Sales AssociateState Farm Insurance and Financial Services － Phoenix, AZ
Served territories in Phoenix, Tucson and Southern Arizona working
with over 140 State Farm agents. Conducted customer-facing sales appointments
and educational seminars. Created and delivered sales solutions and product
training to high-producing, engaged
presentations and spoke to large audiences (State Farm MDRT, President's Round Table,
Chairman's Circle, Market Sales Meetings) of agents, field sales leaders and executive
on financial planning concepts, sales ideas and competitive analysis.
01/2002 to 03/2007
Financial Services RepresentativeState Farm Insurance and Financial Services － Denver, CO
Managed customer-facing sales meetings,
analyzing financial information obtained from policyholders to determine
strategies for meeting financial
clients' accounts regularly to determine whether life changes and/or economic developments
indicated a need for plan revision. Implemented financial planning recommendations. Increased agent
assets under management leading to agents' successful goal achievement for
rewards, classifications and bonuses.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
01/2000 to 12/2002
Life Specialist and Mutual Fund instructorFarmers Insurance － Denver, CO
Developed and implemented interesting and interactive learning mediums to increase
agent understanding of mutual funds as this new product line was launched.
life sales production for the South Denver district, responsible for overseeing
sales territory of 33 independent agents.
Areas of work included customer sales, training of agents and their teams and developing
marketing campaigns to achieve
results. During my tenure, I led the
district to successfully to reach target life insurance goals each year, with the designation as the only area to so.
04/1995 to 12/1999
Independent Agent and Financial Services RepresentativeAid Association for Lutherans (Now Thrivent Financial) － Fort Collins, CO
launched and established my own financial services agency marketing to specific
demographics and selling life insurance, annuities, mutual funds and
long-term care policies. Finished
my first year in the top ten new agents for the organization nationwide. Earned
“Rookie of the Year” designation in 1996.
new and existing customers to discuss their financial planning needs
developed insurance and investment plans to meet the needs of clients.
these plans by selling full suite of life insurance products, investment
from annuities to mutual funds and long-term care protection.
Bachelor of Science: Sport ScienceColorado State University － Fort Colllins, CO, USA