Client-focused insurance professional successful at leveraging both my technical knowledge and skills to assist insurance companies and agencies in the design and delivery of product and sales training. Adept at delivering corporate training programs and adult learning concepts with attention to the individual needs of each participant.
Developed training manuals for numerous corporate training seminars Created training processes for a major wholesaling organization. Created strategies to develop and expand existing customer sales, resulting in a substantial increase in annual sales of annuities. Conceptualized and launched a marketing campaign for a specialized market increasing company brand recognition and an increase in sales.
Deliver Life and Health and Property and Casualty license training courses through both public and private classes. Contributed to the review and editing of Life and Health and Property and Casualty training material.
Promoted the sale of company's asset based annuity products through both agency and brokerage distribution channels in addition to the development of annuity sales through bank distribution.
Developed new markets for the sale of company's annuity portfolio through linking product to the funding of deferred compensation plans and credit enhancement programs designed to increase savings for retirement.
Responsible for design and delivery of annuity product training for a national wholesaler division focusing on increasing the sale of annuity products among the company's career agency system.
Organized the delivery of insurance license and product training training for the eastern territory of the Metropolitan Life Agency System.
Graduated Magna Cum Laude,
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