Insurance Sales ExecutiveIndependent Marketing Organization OwnerProven insurance executive and manager with life insurance/annuity carriers and distribution firms including NMOs, CMOs, BGAs, RIAs, BDs, Banks, top 1% Annuity Advisors. Partner of national Independent Marketing Organization with annuity sales over $1 Billion. Drive solution sales by developing team vision, executing sales plans, managing and retaining key accounts, recruiting and developing top talent, performing strategic deep dives, and building an intentional, growth-oriented, high energy culture.Areas of ExpertiseInsurance | Annuity SalesSales Leader Distributor RelationshipsFinancial Risk ManagementStrategic LeaderMergers and AcquisitionsTraining and MentoringLegal OfficerPartnershipsStakeholder CollaborationBoard of Directors Trade Association Board and LeadershipRegulatory Advocacy Nonprofit Fundraising and BoardHighlightsCreate high performing sales teams and a winning culture, foster creativity, and achieve outstanding results.Visionary leader with proven success in team building, sales, distribution, strategic planning & execution, marketing, financial management, risk, operations, M&A ventures.Leverage annuity distribution and professional networking skills to earn relationships & grow business.Successful annuity product development creator and launch leader at insurance carrier and at distribution actuarial consulting firm. Corporate Legal Officer at a major international insurance carrier and several national insurance distribution firms with broad in-house responsibilities.Well-rounded educational and professional experience: JD, MBA, Leadership programs, deep-and-wide insurance pedigree.Personal side...Dad for the two best girls on the planet and "housemate” with one golden retriever, 3 dachshunds, 4 horses and an incredible girlfriend. Conqueror of Corbet's Couloir, Hanauma Bay Blowhole, a 716-yard par 5, and SCUBA diving with sharks. Suffer from incurable wanderlust, seeking new countries to explore and people to meet. Catamaran Captain for 11 bareboat trips to Virgin Islands. I’ve got a passion for helping others succeed and finding their true potential and personal happiness. I enjoy the hunt and seeing the team win. Connecting with people and sharing ideas is how I’m wired. I stay on the energy bus and bring the hustle DNA everyday. I like volunteering, especially kids-based causes that really gets in my belly and stays there.I’m a big believer in connecting people for the common good and serving as a man for others.
Listed skills include Advanced Life And Annuity Sales And Marketing Consulting, Insurance Carrier Relations, Product Innovation And Design, Fixed Annuities, and 28 others.