SUMMARYSales driven focus with a passion for helping clients achieve their financial goals. External wholesaler/sales with 19 years of experience in the Financial Services Industry. Established proven track record of constantly exceeding territory sales goals. Distribution partners include Financial Institutions, Banks, Broker Dealers, Financial Advisors, Brokerage General Agencies, Insurance Agents and Property and Casualty Agents. CA and TX Accident and Health Agent, Life only agent, Passed Securities Industry Essentials (SIE) AHIP CertifiedPRODUCTS:Life Insurance, Fixed Annuities, Indexed Annuities, Variable Annuities, Disability Insurance, Personal Accident, Hospital Indemnity, Critical Illness, Asset Based Hybrids, Long Term Care Insurance, Institution Special Needs Plan (ISNP) (Medicare Advantage Plans). Read, write, and speak Native Spanish. Financial Services Bilingual SpecialistPROFESSIONAL EXPERIENCEInsurance Producer 2017-Present Marketing sales of Individual and group products

 Met and exceeded target sales goals in western territory annually to over $4,000,000 in target premium Executed and monitored the regional business plan and reports on sales activity and status of business plan. Responsible for recruiting and retaining new agencies and agents within territory Planned and executed successful sales campaigns to create new sales opportunities Conducted road shows to train and educate agents on product suite Attended trade shows or seminars representing the company to gain new business Educated agents on products and sales concepts through webinar technology Identified lead sources and manage lead campaigns Operated within established budget for sales activities Coordinated with home office support functions to ensure operational compliance Authority for all team escalated issues and problem solving needs, both internal and external Utilized contact management system to track activities and maximize results Built and solidified relationships with successful Sr. Financial Advisors/Agents and trained new Financial Advisors/Agents on sales concepts and strategies. Speaker at National and Regional events Point of Sale specialist working with agents to support client education

 Facilitated the sales and marketing through Bank, Wirehouses, Independent, and Broker/Dealer Channels Team leader, Responsible for training, mentoring and back up management duties. Built and maintained effective business relationships with key firms and producers Successfully increased business within territories through proactive prospecting, marketing campaigns, phone appointments, follow up calls, and product recommendations via illustrations Effectively communicated/educated product and selling strategies to financial advisors  Developed and executed territory based business plans to increase sales goals year over year Liaison with key account managers at Master General Agencies, Wirehouses, Banks, Independent Broker/Dealers on a daily basis regarding business plans and sales metrics Implemented and created pilot program for new distribution model to increase sales penetration within key firms Created successful partnerships with wholesalers to increase sales volumes Presented and trained key sales concepts and strategies to new key accounts and financial advisors to increase sales Awarded Internal Wholesaler of the year 2006 and 2007

Evaluate daily inventory of securities, ensuring compliance with SEC regulations and protecting the firm from financial loss and liabilityAdvise Management and Financial Consultants of daily margin callsSupervise branch response to internal and external (NASDAQ) audits and implement auditor recommendationsTransmit and receive communications between the branch and New York Departments, Exchanges and other branch officesSupervise all branch operations functions including wire, cashier and new accountsManage the daily work of branch operations staffTrain and evaluate operations staffResolve client and operations problemsReview branch operational procedures and recommend opportunities for improvement

Responded to correspondence and incoming callsArranged meetings and appointments Implemented changes to improve productivity and efficiency Performed daily office duties