Lisa is an experienced Senior Market Advisor and Broker Specializing in Life Insurance and Senior Healthcare coverage. She is licensed to market in the following states: AL, FL, GA, KY, LA, MD, MI, MS, NC, and NJ. Lisa is also a Certified Life and Business Growth Coach, therefore engaging on a much deeper level when meeting with her clients.As a Senior Market Advisor, she focuses on ensuring that every client is provided with the best insurance options available to meet “all” of their insurance needs.Lisa endeavors to coach seniors approaching 65 to help them navigate the Medicare Advantage arena and various benefits. She also hosts our Veteran communities to coach them on Medicare Advantage companion plans that work nicely with TRICARE and VA Benefits.Lisa also sells Term Life Insurance (Living Benefit options), Final Expense Insurance, Hospital Indemnity plans (Cancer Rider options), Medicare Advantage & Medicare Supplement plans, Dental/Vision Insurance, and Prescription Drug plans.Fun Facts: Lisa is a motivational speaker and the author of “Expressions of Empowerment.” She enjoys the arts, entertaining, and playing Pickleball. Lisa resides in Ellenwood, GA.

Nuturing, building and cultivating direct-to-seniors and business-to-business partnerships to generate final planning opportunities year-round.I excel with Final Expense sales, and currently enjoy a >10% cancellation rate. In Q1 of 2019, I ranked in the top 10% @ 500 agents. I Meet with individual seniors and groups in their homes, workplaces, houses of worship, senior centers and senior living communities to share the value proposition of Senior Life Insurance and Legacy Assurance. I strategically plan, coordinate and executes local events within the community (e.g., information tables, Insurance/health fairs, expos) to help reach our ideal client (i.e., underinsured, no-insurance, seniors on a fixed income, medically challenged, for ages 50 to 85).I have cultivated strong relationships with health plan agents, individual insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers to demonstrate why Senior Life Insurance is the primary provider in the Final Expense arena.

Consistently exceeded Apple’s high standard for total customer satisfaction while engaging with companies seeking to optimize efficiency through innovative cloud-based services and mobile technology platforms. Key elements of services include mobile payment systems, mobile device management and custom application deployment. Responsibilities include management of the sales funnel, weekly forecasts, oversight of deal profitability, contract negotiations, proposal generation, and supporting the overall sales goal by winning new HW/SW services.* NPS deployment leader that motivates frontline team members to impact the customer journey* Experienced in customer service and revenue cycle management* Outperformed fiscal 2015 sales forecast by 112% in Business Sales* Exceeded same period prior year of 2015 sales forecast by 110% in Business Sales* Strategic collaboration with 3rd party consultants to enhance customer experience* Developed leadership training material and presented to sales teams, management and leads* Oversight of daily B2B outbound sales strategy for expansion into the Greater Atlanta territory* Inspired and managed a team of business sales specialists – training, performance, tasks and deliverables* Identified, analyzed and executed areas for improvement and capitalized on sales opportunities* Provided consultative solutions for companies seeking to integrate Apple mobile technology* Maintained and reported sales metrics on a regular basis to Market Business Leader* Participated in team-based hiring events and talent development activities* Drove access to decision-makers through valued interactions and leveraged relationships* Managed relationships with key retail business clients coordinated with account management plans designed to increase revenue by utilizing strong executive planning and account coverage

Instructed and inspired students in various marketing courses and developed curriculum. Provided innovative classroom instruction and creatively prepared projects and lesson plans for classroom discussions in accordance with college requirements. Courses taught: Marketing Research and Marketing Management in an E-learning environment.

Managed, motivated and inspired the entire country and Hawaii with annual sales totaling up to $35M. There were 5,000 Independent Contractors and 5 corporate Regional Sales Managers. Experienced in customer service, and revenue cycle management.

Inspired, motivated and managed three sales divisions located in Louisiana/Mississippi, Alabama, and Georgia. Each division averaged annual net sales of over $35 million. The average staff ranged between 8K and 12K Independent Contractors, and 21 corporate District Sales Managers. I successfully managed customer service satisfaction, and a two-week revenue cycle.

Innovatively managed Fortune 500 companies, including Logistics and Airline industries. Managed multi-unit specialty retail stores for corporate accounts. Responsibilities encompassed, solutions based sales, professional product and specialized service offerings.* Managed and interpreted all new businesses and associate knowledge to achieve all organization objectives* Analyzed all customer requirements and developed solutions to complex problems and provided assistance to a variety of services and products* Ensured compliance to all management reporting requirements and monitor work according to company policies* Assisted global staff in work and designed procedures to generate profitable sales in both existing and new business accounts* Developed and maintained excellent relationships with key customers in organization and prepared various vertical market strategies to enhance growth* Facilitated and developed various projects to ensure optimal customer delivery for both domestic and international locations utilizing third party alliances* Coordinated with operational staff and ensure all work according to customer requirement at multiple sites* Prepared and documented all market plans and analyzed services to be presented in an effective business environment* Supervised working of all staff members and provided appropriate training to all members to ensure achievement of all project goals* Maintained and updated knowledge on all new technology in business and participate in various professional meetings for same* Analyzed and prepared forecasts and estimates for various selling procedures and designed effective comprehensive sales plans* Developed sales strategies in coordination with product and sales teams* Documented all communication plans and processes and prepared reports to be submitted to senior management.

Trained, developed, and motivated a team of sales executives and managers in CLEC operations and opportunities. (Previously SBC Telecom)* Recruited and developed top sales talent to ensure that the team maximizes revenue growth and market share.* Lead robust sales management system focused on funnel, orders, backlog, revenue, gross margin, and expense and profit contribution* Drove access to decision-makers through valued interactions and leveraged third party vendor HW relationships* Developed and executed sales strategy and business plans for targeted accounts

I inspired high producing teams in a call center and telecommuting environments. Highly experienced in customer service and revenue cycle management. (Previously MCI)* Accomplished customer service human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures* Achieved customer service objectives by contributing customer service information and recommendations to strategic plans and reviews; prepared and completed action plans; implemented production, quality, and customer-service standards; resolved problems; completed audits; identified customer service trends; determined system improvements; and implemented change* Met customer service financial objectives by forecasting requirements; preparing an annual budget; scheduled expenditures; analyzed variances; and initiated corrective actions* Improved customer service quality results by studying, evaluating, and re-designing processes; established and communicated service metrics; monitored and analyzed results; and implemented changes.

Managed, maintained and creatively developed a defined territory. Awarded Presidents Club Award 2x for significant growth of greater than 10%. Experienced in customer service and revenue cycle management.* Utilized a consultative selling approach with cross market, key and portfolio accounts* Grew new and existing customers base using available resources* Managed bid follow up and consulted on complex orders