Specializing in Medicare insurance, I can help you narrow down your options and pick the best one. To do this, I'll learn about your health goals and budget. I'll present you with options to meet your goals within your budget. I can help you enroll in the plan you choose.

Dedicated to "Creating Successful Futures" for all of our representatives and advisors. Our goal is to further our reps/advisors personal success and commitment to our organization, to each other, and to our clients.

Elected Law Enforcement Officer

• In-depth knowledge of life, health, home and auto insurance, current sales methodology business and personnel management principles and practices, multi-line insurance fundamentals, state and federal regulations• Proven sales skills and the ability to motivate others• Ability to cross-sell products and services

• Built and lead a team of 30 + licensed sales professionals toward meeting monthly / quarterly / yearly sales goals• Supported the Managing Director in the total management of the national office; remainedfocused on long-term objectives, make sound business decisions in support of Company goals, and comply with all Company policies, federal and state regulations and industry guidelines• Monitored and improved standard operating practices• Built curriculum and trained new and experienced agents on best practices surrounding selling a Medicare Supplement and Medicare Advantage plans• Evaluated performance results, provided feedback to agents.• Ability to coach and teach agents sales techniques that result in increased agent production• Fostered a cohesive and supportive team• Facilitated the accurate identification and resolution of problems• Provided leadership to staff including establishing and maintaining regular team meetings as well as providing ongoing support and coaching• Collaborated with internal departments such as Sales Support, IT, and Compliance to ensure open lines of communication and that policies and procedures are aligned with the Company mission

• Recruited, trained and developed a unit of productive Advisors by creating marketing/prospecting and sales strategies• Provided ongoing training for each reporting Advisor to include: Activity management, weekly skill-building, Trustworthy Selling coaching and Field Training (demonstration and case design)• Ensured that only well-trained Advisors were representing the Company to customers serving as a role model for Mutual of Omaha through leadership and by example• Developed a professional sales force and assures Company needs for sales and succession planning are met by implementing effective Unit/Agency recruitment, selection, and retention strategies. Maintain a mentoring and career counseling relationship with contracted Advisors• Developed and maintained a professional representation of Mutual of Omaha in the local community, • Maintained effective professional relationships with Agency Sales Home Office and Field staff, Human Resources, Marketing, Compliance, Underwriting, Customer Service and other support areas to achieve revenue, sales, customer growth, and profit goals for the unit; and participates in and supports Company initiatives

• Developed positive working relationships with clients• Communicated with Individuals, Small Businesses and Self-Employed sharing an incredible value proposition• Explained the differences in policy specifics so clients can make informed decisions about their purchases• Assisted with obtaining underwriting approval• Responded to clients' questions and challenges• Follow up with clients after initial meetings or conversations

• Prospected for new business through networking, marketing, cold-calling, and book of business• Set appointments and met with potential clients to help identify and meet client's needs• Offered expert insurance policy recommendations based upon client's needs• Prepared and develop illustrations and case designs in order to close sales• Provided excellent ongoing service and support to existing clients• Disciplined self-starter