Toropoint is a privately owned, independent marketer of insurance products to successful insurance and financial professionals. Specializing in sophisticated insurance concepts and solutions in Life, Annuities and Life Settlements products, Toropoint is focused on being the best provider in the industry through valued partnerships, forward-thinking innovation, decades of experience in wealth management and financial planning, and startups. We are revolutionizing the way financial products are… Show more Toropoint is a privately owned, independent marketer of insurance products to successful insurance and financial professionals. Specializing in sophisticated insurance concepts and solutions in Life, Annuities and Life Settlements products, Toropoint is focused on being the best provider in the industry through valued partnerships, forward-thinking innovation, decades of experience in wealth management and financial planning, and startups. We are revolutionizing the way financial products are offered via technology and direct marketing partnerships.Our services are tailored to each company and individual to address your specific needs and help your business become more efficient, productive, and profitable. Show less

Worked closely with clients both locally and remotely to ensure our team and employees provided satisfactory and excellent services. Collaborated with property managers of high-end clientele to service and handle all automotive needs of their luxury properties. Managed sales and customer service relations with exclusively high-caliber clients to facilitate the ultimate luxury auto detailing experience. Created systems of efficiency across the full spectrum of business operations including… Show more Worked closely with clients both locally and remotely to ensure our team and employees provided satisfactory and excellent services. Collaborated with property managers of high-end clientele to service and handle all automotive needs of their luxury properties. Managed sales and customer service relations with exclusively high-caliber clients to facilitate the ultimate luxury auto detailing experience. Created systems of efficiency across the full spectrum of business operations including payroll, budget, and margin control. Recruited, hired, and trained a team of employees, and provided them the tools to further their individual success and contribute to the overall high-luxury brand of the business. Show less

Advised clients on strategies to meet financial goals for corporate insurance policies to protect and promote the prospering of their organizations. Demonstrated initiative by pursuing cost effective opportunities for client accounts and commissioned account management strategies to fully comply with legal guidelines. Negotiated fiduciary settlements alongside a team of attorneys and adequately communicated settlement results via team presentations and conference meetings.

Managed and administered small/medium market 401(k) and Retirement Contributions Plans alongside a team of skilled financial advisers handling 2000+ individual plans. Established and upheld business relationships with a diverse group of external account managers by providing insight and solving complexities and issues in a quick and efficient manner. Interpreted legal compliance requirements under the IRS and DOL and assisted in coordinating exceptional customer satisfaction levels for small… Show more Managed and administered small/medium market 401(k) and Retirement Contributions Plans alongside a team of skilled financial advisers handling 2000+ individual plans. Established and upheld business relationships with a diverse group of external account managers by providing insight and solving complexities and issues in a quick and efficient manner. Interpreted legal compliance requirements under the IRS and DOL and assisted in coordinating exceptional customer satisfaction levels for small market 401(k) retirement plans. Excelled in fulfilling presentations requirements by preparing team presentations in a manner which was concise, effective and clear for potential and existing clients to interpret and comprehend. Show less