Independent Agent, advising Medicare beneficiaries on their health, dental, and prescription drug insurance options. A licensed agent in Idaho.As an independent agent, I help take the confusion out of finding the right fit for your needs. We factor in health concerns, prescription drug needs, and your budget.Working with an independent agent is crucial! I'm not a captive agent with limitations on what solutions can be offered. When you need change, we find the right fit, and you… Show more Independent Agent, advising Medicare beneficiaries on their health, dental, and prescription drug insurance options. A licensed agent in Idaho.As an independent agent, I help take the confusion out of finding the right fit for your needs. We factor in health concerns, prescription drug needs, and your budget.Working with an independent agent is crucial! I'm not a captive agent with limitations on what solutions can be offered. When you need change, we find the right fit, and you don't have to interview a new agent every year.Your referrals via favorable introductions to friends, family members, and associates are the best compliment I can receive. I love to walk new Medicare beneficiaries through their options.I represent all of the local Medicare Advantage plans, a number of the top Medicare Supplements and Part D plans.Call me today to make an appointment to learn how I can help you. My services come to you at no cost. Show less

Senior Education and Advocacy (SEA) is a 501(c)(3) Non-Profit created to improve the life of the Elderly through education and advocacy.

As our Strategic Partnership Development Manager, I manage our fastest growing department. My team cultivates new partnerships to drive scalable growth for Gravity Payments within the Small, Medium & Enterprise business segment. We develop new strategic partnerships and grow our portfolio of existing top partners via further vertical and prospect evaluation.

I strive to identify and solicit business for potential clients using referrals, personal contacts, centers of influence, and existing clients. I generate loan applications, collect and analyze financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. I Advise clients, concerning business management and financial matters and build consistent and long-term financial advisory relationships with clients. I also maintain… Show more I strive to identify and solicit business for potential clients using referrals, personal contacts, centers of influence, and existing clients. I generate loan applications, collect and analyze financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. I Advise clients, concerning business management and financial matters and build consistent and long-term financial advisory relationships with clients. I also maintain professional and community relations to increase the bank’s visibility. Show less

My primary responsibility as the Vice President was to oversee the sell non-cash payment processing solutions to businesses with varying financial needs. My team was responsible for analyzing financial statements, developing proposals, and delivering formal presentations to prospective merchants while also fostering a strong retail and business bank partnering strategy. Our team consistently achieve and surpass my aggressive sales goals.

My responsibilities are to develop a high-performance sales team while creating a perfect customer experience. My team consistently exceeded challenging revenue and market share growth targets. I actively managed our sales pipeline to consistently drive activity and sales. I developed and executed strategies at an individual and a team level to drive performance in our local marketplace. Each quarter my sales team and I are able to exceed our aggressive sales goals.

My focus was to meet and exceed assigned quotas, build territory revenue, prospect and to close accounts against established competition. I established and nurtured relationships with all levels of our client base. My team executed account strategies and coordinate team-selling efforts to close business on a quarterly and annual basis. I managed all sales opportunities, maintaining accurate forecasting and communication with management while driving customer satisfaction in all accounts.