Providing Corporate Training services to Small & Mid-Size Businesses.

I researched, created and presented a complete training program for On-Boarding New Employees, On-Boarding New Facilities, the "Real-Time" Alerts Team and the Dispute/Credit Team. This included researching Medicare, Medicaid and Third Party drug reimbursement procedures for nursing home residents. Created training modules for each department to train their new employees. Created sales scripts and email texts. Created a pricing spreadsheet to facilitate quotes on new business.

Revamped the Training curriculum to focus specifically on the essentials of CRE mortgage brokerage from prospecting through closing. Worked with senior management, senior brokers, underwriters and lenders to distill the process into its required steps. Turned that into a one page Deal Worksheet so nothing would fall through the cracks. Created "metrics for success" for each broker based on the collective performance of successful senior brokers - "if this is what you want to earn, these are the activities and numbers you need to get there". Researched and established relationships with niche lenders in new markets. Increased new broker performance by 20-30%.

Sales Trainer, Recruiter and Manager in two of the largest agencies in the company. Learned and applied the essentials of sales and corporate training practices in a highly regulated industry. Presented at national company-wide, train-the-trainer conferences. Recipient of 6 Company-wide Awards in New Agent Production, New Agent Retention and Agency Production Increases. Holder of CLU, ChFC designations and Series 7, 26 and other securities licenses.

Culmination of 10 years in active sales roles in the Insurance and Financial Planning space. Did the prospecting, approaching, fact-finding, presenting and closing in a very competitive and highly regulated industry. "Been there and done that" of which I now train and mentor to excellence.