Directed a team of 80+ fee-based financial planning advisors, managing over $800M in assets for affluent clients across Georgia, Alabama, Tennessee, and Florida. Responsible for oversight, regulatory compliance, and ensuring the delivery of high-quality financial planning solutions. Led staff hiring, training, and ongoing development. ➣ Assisted the team in support of high-income individuals and business owners across the Atlanta metro area with an average net worth of $3M and annual household income of $300-500K. ➣ Played a pivotal role in driving a 40% year-over-year growth in financial planning revenue after assuming department leadership in FY2020, despite the daily challenges of the global pandemic.➣ Significantly contributed to a 500% overall planning fee revenue growth since FY2020.

Teamed up with estate planning attorneys and ultra-high-net-worth clients to craft customized estate planning and life insurance strategies. Supervised two staff providing advanced case design and in-depth policy analysis.➣ Conceptualized, developed, and delivered impactful design cases, sales strategies, and presentations.➣ Oversaw fee-based policy reviews and analysis and supported the customer service department.

Supported 120 financial advisors across four states, working collaboratively to create customized financial plans for life insurance, annuity, and overall investment assets. Served as the life insurance subject matter expert. ➣ Worked directly with the existing clients of financial advisors to address and resolve policy service matters.➣ Provided life insurance product training and case design for a top MassMutual agency.➣ Created and developed compliance-approved supplemental illustrative concepts.➣ Analyzed, prepared, and generated basic to advanced life sales marketing concepts to drive sales.➣ Accountable for overseeing and executing an in-force policy audit program.

Delivered comprehensive financial guidance to clients by assessing their insurance needs, investment goals, and overall financial situation. Offered tailored advice and recommended customized financial solutions to help clients manage risk, grow wealth, and secure their financial future.➣ Instrumental in helping double the firm’s annuity and life insurance revenue in three years.➣ Sought new clients through daily prospecting, networking, and creative marketing efforts. Cultivated enduring client relationships to promote long-term retention and referral opportunities.➣ Advised clients on appropriate insurance products, including life, health, disability, and property insurance.➣ Offered guidance on investment options, including mutual funds, stocks, bonds, and retirement accounts.➣ Stayed up-to-date on the latest insurance products, investment opportunities, and financial regulations.➣ Ensured client recommendations and all transactions met regulatory requirements and company policies.➣ Monitored and managed client’s investment portfolios, making adjustments based on evolving market conditions, client objectives, and ongoing life changes.