Regional Sales Director
CurrentDeveloped a business modal that helps protect one assets from Medicaid, Nursing Homes, probate, litigation, etc. Our business brings together insurance agents, financial planners and attorneys. Established the business in thirty states and currently contracted 7 law firms to work directly for Elder Life Group. Increase partnerships to educate our people on asset protection. Contracted multiple senior facilities, Chicago Department of Aging, numerous health organizations and park… Show more Developed a business modal that helps protect one assets from Medicaid, Nursing Homes, probate, litigation, etc. Our business brings together insurance agents, financial planners and attorneys. Established the business in thirty states and currently contracted 7 law firms to work directly for Elder Life Group. Increase partnerships to educate our people on asset protection. Contracted multiple senior facilities, Chicago Department of Aging, numerous health organizations and park districts.• Educate people on Asset Protection by hosting workshops with contracted agencies across the city• Continually develop our system to ensure clientele needs are being met by our legal staff• Managing 5 general agencies that include 75 independent agents • Onboard new agencies, independent agents, attorneys, etc.• Train new and experienced agents on Proprietary Software that determines if client’s assets are at risk.• Help design marketing strategies for social media, radio, handouts, and all co-branding partnerships. Show less