Facilitate contracts for client’s specific needs by developing & cultivating relationships and assessing risk tolerances and potential gains.Help clients use a holistic approach to Financial Planning, focusing on guaranteed returns with little to no risk.Deliver professional advice for all aspects of property and casualty insurance for existing and new policy holders.

Individual & Group Development Training Specializing in Financial, Personal & Professional information.Manage & motivate multiple teams of independent business owners working towards growth and development in entrepreneurial education and execution.Conceive and develop marketing materials and plans for business growth and promotion.

Led office operations including a staff of up to ten (10) licensed agents and implemented sales training programs to benefit the staff and the business. Responsible for fostering a team environment and instilling an effective client-centric sales and risk culture within the Grand Rapids satellite office. Consulted with clients for Insurance, Financial and Estate Planning needs. Duties include customer prospecting, lead generation, relationship management, data analysis, preparing proposals, preparing estate plan recommendations and negotiating transaction terms.Regularly met Total Personal Production Goals, including gains in P & C income, Life insurance as well as Annuity, Securities and Managed Money Production.

Tour of duty in Somalia. Operation Restore Hope.