Dee Mccord-Ochoa, Msm, Cap® Email & Phone Number

Fort Lauderdale, Fl, Us

King Of Prussia, Pennsylvania, Us

As an Assistant Vice President at The American College, I focus on building trusted education partnerships with our client companies and their field leadership teams nationwide. The American College has been at the forefront of professionalizing insurance and financial education for over 90 years. We do this by advocating for lifelong learning and the highest ethical standards for the benefit of society. Financial professionals are often challenged in finding the time to meet their daily responsibilities while also pursuing the professional development necessary to offer the highest level of service. Our students get all the benefits of 21st-century e-learning, with a curriculum developed by The College’s expert faculty. Our courses leverage the technological possibilities of our best-in-class learning management system and make your education available on-demand, including:● Programs that can be accessed through mobile devices, including laptops, tablets, and cell phones.● Structured learning path designed to guide you from week to week.● Flexibility to study as much or as little as you want on any given day.I have 6 years of experience helping financial services firms and financial advisors to understand the vision and values of The American College. I enjoy knowing that by equipping financial advisors with the skills to guide clients to their best possible outcomes, The American College plays a part in benefiting society. I invite you to view the media below to learn more about The College and what we offer.To get in touch, please contact me at:darlene.mccord-ochoa@theamericancollege.eduSpecialties: Financial Knowledge | Financial Literacy | Economic Empowerment"

New York, New York, Us

New York Life Insurance:Financial Services Professional – Sunrise, FL : September 2009– May 2016• Met with new prospects/clients and business owners and or executives to provide Financial Services options : Conducted many sales presentations to companies employee/agents• Called prospects and clients to set appointments : Attended many networking events• Developed advanced working knowledge of carrier products, program and life insurance systems by engaging with Managing Partners, regional and branch leaders• Scheduled and follow up on medical examinations• Gathered financial data from client to justify the amount of insurance at risk• Screened medical data for assessment of risk• Reviewed applications and policies for accuracy• Build strong working relationships with clients and attended Trade Shows

Fully accountable for using high energy, sales and business development skills, and excellent relationship building abilities to implement strategies to increase volume of mortgage loan. Directly responsible for performing field underwriting to pre-approve loan and other activities to support the lending process and provide customer service.• Managed all phases of the lending lifecycle including identifying customer needs/requirements, customizing loan solutions and products, delivering recommendations, securing new business, and providing service and support.• Provided a superior customer experience by exceeding expectations through a focused sales and service approach, displaying detailed knowledge of lending products, and building rapport with new and existing customers.

Bachelor'S Degree, Business Administration And Management, General

Msm ( Masters Of Science Management), Business, Management, Marketing, And Related Support Services