Since I was young, I have been attracted to a career in financial services, and given my personality, it made sense to pursue a career in sales. I love the freedom of working with a diverse group of clients who share my mission of impacting people’s lives in a very positive way. Retirement planning is a vast undertaking and relying on skilled and trusted professionals is critical in this age of uncertainty.Throughout my career, I have been a consistent top achiever skilled in financial services sales, leadership, relationship building, recruiting, onboarding, educating agents and advisors, understanding their needs, and implementing strategic methods for improvement. I am highly respected as a collaborative business partner and advisor to some of the nation’s most successful financial services professionals in the Retirement Planning and Securities marketplaces. In my current role, I have led, trained, and coached teams of advisors, recruited more than 500 producers, and maintained a team of up to 160 revolving producers in the areas of retirement planning, income planning, tax planning, social security planning, product placement, business planning, and revenue growth. I have also assisted with the onboarding and relationship management of 10+ new Broker-Dealers partners.As a leader, I take a people-first approach--my style is transformational and affiliative. I help each team member understand that their contribution is valued. I set clear expectations and encourage my team to take ownership of their work while knowing I am available for guidance and direction. I strive to make every member of the team feel valued and appreciated. Everyone benefits when the culture is positive, and team morale is high.SKILLS SUMMARYFinancial Services Consulting | Sales Team Leadership | Agent, Advisor, Producer SupportRevenue & Profit Growth | Sales & Marketing Consulting | Relationship BuildingRecruiting, Training, Coaching | Customer Acquisition & Retention | Business Development & Sales Financial Planning | Insurance & Annuities | Fintech Software / SaaS | Communication & InfluenceFinancial Modeling & Budgeting | Data Mining & Data Analysis | Regulatory RequirementsProject Management | Cross-Functional CollaborationSPECIALIZATIONS: sales team leadership, building client relationships, financial planning, capital preservation, risk management, practice management, needs analysis, asset allocation, wealth transfer, and Social Security, tax, and legacy planning.