Working diligently with my brother to identify the right people and technology to scale Policy Engineer in pursuit of empowering people to protect their lifestyles and the things closest to their hearts with affordable, accessible, and easy-to-understand insurance.Our vision is to provide innovative insurance solutions to 25 million people over the next 10 years, revolutionizing how people think about and interact with insurance. We strive to make insurance simple to understand and use so that everyone can confidently protect the things and people they care about most.

I'm at the helm of expanding AmeriLife into California and I'm looking for you to help me! Please send me a message so that we can explore ways that our businesses and efforts can complement each one another towards massive growth.

As Executive Financial Advisor & Managing Partner of Present Financial Partners I will be developing our division of Financial Advisors and Strategic Benefit Planners. My team will be actively review client portfolios and risk management strategies to ensure the highest quality of planning for their present situation. I am always looking to identify new partners for both our Insurance Planning and Financial Strategies team, should you feel that you have the qualities to join a fast pace high integrity team please reach out to me asap. 714-421-3082 or matthew.franchina@presentfp.comSpecializing in secure living through strategic health and wealth planning strategies Present Financial Partners is committed to serving families with heart felt planning, committed to providing peace of mind.

As a financial advisor of the branch office my responsibilities were to visit with new clients of the insurance firm and review all needs/desires in the area of income/assets/retirement needs and help them execute planning to achieve them. Along with that I would oversee any transactions involving the process of moving from risk based investments to safe money. My primary task was working with people to adjust previously made retirement planning decisions to help them better match the current economic times and financial opportunities.I was also responsible for training all insurance agents about the financial services that could be offered within the scope of their license and how to fit properly use them for client benefit.I was very successful in my position but decided that moving to a more independent platform was in the best interest of my clients.

Responsible for the overall growth and development of the Huntington Beach office and DreamTeam and currently on the pursuit of leading our team to the number one spot.The tasks at hand are recruiting, developing, running sales builder meetings, product & process trainings, goal setting & execution, driving growth, challenging people to lead, mentoring sales agents/managers, creating sales campaigns, winning.

The primary responsibilities as a Unit Sales Supervisor were to spend the bulk of my time training new insurance agents how to master the 8 Steps of Professional Selling, Trainings we done both in classroom and live with potential and existing clients in the field.I also assisted Senior Leadership with recruiting new driven individuals to our team by conducting Career Briefings and interviews.While training and mentoring the team I also consistently maintained a high level of sales and productivity.

As a Style Consultant I was expected to know and follow emerging trends so I could help every person create a wardrobe on tot ahead of trend that matched their own personal style. I was expected to increase the average number of items purchase per person along with maintaining the integrity of the product floor.

I sold mens shoes for the first two years, then transfed into The Rail selling mens fashion apparel for the last 8 months.