Serve as annuity and life insurance product solutions expert and coach for top-producing agents. Provide tactical leadership on all aspects of product positioning, competitive analytics, and product training to the agents. Uphold an in-depth knowledge of all annuity and life products for up to 50 different insurance companies. Maintain a high level of competitive intelligence to ensure an appropriate product design for each client’s unique situation. Provide an in-depth understanding of the sales process and effectively develop product and sales campaigns, along with positively identifying at-risk assets and establish communications to support asset retention. Ensure product quality and strategic viability with a goal towards increased production of agents/advisors and continued growth of the organization.

I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them.

Employ a process-driven approach by customizing planning solutions for each client’s specific need. Build a financial practice by utilizing financial products to help client’s retire, reduce taxes, build wealth, and protect their assets so they can enjoy their money. Service an ever-growing client base by providing ongoing and exemplary customer support.

Work with financial professionals assisting them in the sale of life insurance, annuities, long term care, and disability insurance. Prospect and recruit agents with introductory calls and in-person meetings. Provide marketing support for agents by running illustrations, sending paperwork, licensing, and hosting conference calls. Train agents on new products and alternative solutions for their clients and to grow their business. Spearheaded the company’s rebranding project as well as the launch of the new company website. As Sales Manager, assisted with cases, conducted sales calls and trainings, facilitated marketing efforts, and held the team accountable for their metrics. Secured the closure of our President’s life cases by making sure underwriting puts them in force.

Serve as annuity and life insurance product solutions expert and coach for top-producing agents. Provide tactical leadership on all aspects of product positioning, competitive analytics, and product training to the agents. Uphold an in-depth knowledge of all annuity and life products for up to 50 different insurance companies. Maintain a high level of competitive intelligence to ensure an appropriate product design for each client’s unique situation. Provide an in-depth understanding of the sales process and effectively develop product and sales campaigns, along with positively identifying at-risk assets and establish communications to support asset retention. Ensure product quality and strategic viability with a goal towards increased production of agents/advisors and continued growth of the organization.

Support financial professionals through the sales process of life insurance, annuities, disability insurance, and long term care insurance. Provide all the tools necessary to ensure UIS and the financial professionals drive revenue. Run illustrations and quotes for all lines of business using numerous insurance carriers. Educate the financial professionals on various products with a vast assembly of insurance companies. Offer marketing support and sales ideas to help the agents close business.

Customized annuity web sites for banks and investment companies. Worked attentively with key contacts at insurance company partners to obtain product information for customized web pages. Consistently kept in touch with key contacts to receive product updates to keep site compliant and constantly up to date.

Educated brokers on the phone about Hartford Annuities and Mutual Funds. Executed literature orders, ran annuity and/or mutual fund illustrations, solved issues, and offered selling points on the products at hand. Provided ideas and potential solutions to brokers to meet their client’s needs. Trained new employees on my team and trained every new training class on fixed annuities. Awarded “Sales Coordinator of the Quarter” four times.