Resolve issues and conflicts during purchase or sale of real estate propertyPrepare and guide clients through listing agreements, purchase contracts, and contract addendumsPresent properties to potential buyersPromote sales through advertisements, open houses, and listing servicesPerform comparative market analysis to estimate property valueCompetent in using Perchwell MLS to research properties, track market trends, and analyze property data.Experienced in using Moxi Engage software for managing client information, scheduling appointments and tracking communication.

Managed a portfolio of 30+ clientsIncreased revenue through implementation of a renewal strategy that ensured proper coverage was in place and competitive terms were obtained Arranged in-person meetings and visited clients to evaluate needs and improve serviceNegotiated terms and coverages, resulting in more favorable terms for renewal and new business clients

Promptly responded to 70 phone calls and email inquiries per day regarding existing life insurance policiesDelivered excellent customer service including issue resolutionServed as a subject matter expert on available life insurance productsRecommended action steps to sales agents to move cases to completion

Developed monitoring program schedule to administer existing insurance programs, including results monitoring, audits, and recommendationsMaintained professional relationships with existing and prospective clients including managing general agents and brokersDeveloped connections with new or potential program business clients, including cultivating current and prospective client relationships, understanding their business needs, and initial vetting of opportunities

Do you have a planner, agent or advisor that provides you with outstanding service? Don’t keep them a secret. I am always looking to meet with top professionals in financial services to understand the work they do and share what our organization offers. Refer someone to me today! Looking for top producers! You have built a sizable practice delivering top value to your clients. Take your business to the next level. Consider affiliating with The Innova Financial Group, a MassMutual general agency, where you will join an elite group of producers who share your passion for excellence and benefit from a great support system. You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients.

I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.“I am licensed to sell insurance in: Ohio and securities in: Ohio. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 7755 Montgomery Road, Suite 250 Cincinnati, OH 45236 (513) 579-8555“MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.”“MassMutual refers to Massachusetts Mutual Life Insurance Company.”