Given the opportunity to return to building relationships with Financial Professionals, I jumped at the chance. In this role I am responsible for sale of Fixed and Index Annuities in the Mountain West region.

Work with top financial advisors in CO, NM, OH, and KY to build their practice by providing exceptional training and coaching, market development programs, and efficient and effective sales systems.

Streamline sales strategies, systems, and campaigns to ensure an efficient and effective sales force. Observe and assess sales force activities, outcomes, and abilities. Evaluate employee’s ability, and recommend individuals for advancement to external sales force. Collaborate with Senior Management including Senior Vice President, Executive Vice President, and Chief Executive Officer in order to build up and implement business objectives. Sales liaison between different departments such as… Show more Streamline sales strategies, systems, and campaigns to ensure an efficient and effective sales force. Observe and assess sales force activities, outcomes, and abilities. Evaluate employee’s ability, and recommend individuals for advancement to external sales force. Collaborate with Senior Management including Senior Vice President, Executive Vice President, and Chief Executive Officer in order to build up and implement business objectives. Sales liaison between different departments such as New Business Units, Licensing, Commissions, Broker Services Management, Product Management, and Marketing. Show less

Met and negotiated with financial advisors and utilized consultative sales process to show all benefits that clients and business could get upon partnership with Jackson National Life. Created and supported territory business plan including goals, marketing systems, outlook and producer segmentation, as well as travel rotation. Organized and facilitated client focused seminars with the help of financial advisors. Assessed financial advisors businesses and provided recommendations in order to… Show more Met and negotiated with financial advisors and utilized consultative sales process to show all benefits that clients and business could get upon partnership with Jackson National Life. Created and supported territory business plan including goals, marketing systems, outlook and producer segmentation, as well as travel rotation. Organized and facilitated client focused seminars with the help of financial advisors. Assessed financial advisors businesses and provided recommendations in order to increase efficiency and effectiveness. Show less

Provided retirement and investment advice to group and individual clients.