I’m part of a leading team of digital marketing experts at Umbrella Local, a nationwide full service digital marketing agency that focuses on generating more leads and sales for small businesses.

Consultant with individuals and business on all their financial needs about life insurance, health insurance, retirement/ high interest yeilding accounts, credit repair and credit boosting.

Responsible for identifying and developing new business opportunities for their employer. This may involve contact with potential customers, developing marketing plans, and negotiating and closing deals.

NMLS# 1939778

* Determine customers' financial services needs and prepare proposals to sell services that address these needs.- Gather customer or product information to determine customer needs.- Develop proposals for current or prospective customers.*Prepare forms or agreements to complete sales.- Prepare sales or other contracts.* Sell services or equipment, such as trusts, investments, or check processing services.- Sell products or services.* Contact prospective customers to present information and explain available services.- Explain technical product or service information to customers.- Contact current or potential customers to promote products or services.* Develop prospects from current commercial customers, referral leads, or sales or trade meetings.- Identify potential customers.* Review business trends to advise customers regarding expected fluctuations.- Monitor market conditions or trends.* Make presentations on financial services to groups to attract new clients.- Deliver promotional presentations to current or prospective customers.

* Determine customers' financial services needs and prepare proposals to sell services that address these needs.- Gather customer or product information to determine customer needs.- Develop proposals for current or prospective customers.*Prepare forms or agreements to complete sales.- Prepare sales or other contracts.* Sell services or equipment, such as trusts, investments, or check processing services.- Sell products or services.* Contact prospective customers to present information and explain available services.- Explain technical product or service information to customers.- Contact current or potential customers to promote products or services.* Develop prospects from current commercial customers, referral leads, or sales or trade meetings.- Identify potential customers.* Review business trends to advise customers regarding expected fluctuations.- Monitor market conditions or trends.* Make presentations on financial services to groups to attract new clients.- Deliver promotional presentations to current or prospective customers.