-Enthusiastically engaged with members about which products and services best suited their needs. -Demonstrated great member service with a member relation score of 9.8. Worked diligently to surpass my monthly sales goal by averaging 160%.-Reviewed power of attorney and loan documents, trust and business accounts, and administered retirement plans.

-Assisted wealth managers and financial advisors with client relationships and portfolio management. -Conducted market research and helped develop investment plans to present to over 40 clients.-Analyzed clients’ budget constraints, risk tolerance, estate/equity, and retirement goals to personalize each plan. Monitored portfolio performance and sent out monthly reports to each client.

Our purpose is to help individuals and families make educated decisions about their finances to enjoy greater financial security and higher quality of life. Practiced as an Insurance sales agent specializing in Health and Life Insurance as well as annuities.