Successful and experienced client oriented individual with extensive knowledge in dealing with a variety of clients in multiple states (individual and commercial) assisting and recommending a large portfolio of financial products and services based on client needs while meeting profitability and compliance policies of multiple corporations of which I was employed with at once.* 25 years of professional experience * Accomplished top producer in sales * Exceeds client expectations *Effective written and verbal skills *Proficient with CRM, Word Office Suite, Google Docs and email management *Effective leadership, team building and coaching *Ability to read and comprehend legal documents *Networking and community volunteer