We are a financial services firm specializing in investment management and financial planning. We are committed to helping everyone secure their long-term financial success through disciplined investment strategies based on their specific personal needs.Specialties: Financial Advisor- Financial Planning- Portfolio management- Economic research- Stock Analyst- Client Service Specialist

- Responsible for 31 Territories in the region. - Responsible for driving personal lines and financial service sales thru Horace Mann distribution Relationship development, revenue maximization, consolidations, appointments, termination, growth, profit, retention, and training are all areas of focus. - Responsible for the hiring, training and success of the 21 Agency Managers in my three states. Setting of goals, administration of performance reviews as well as the development of the Agency Managers. - Also work closely with our Home office, product and underwriting managers, claims and service on various state issues including the development and implementation of rate as well as product changes.

Recruiting for Exclusive Agent opportunities to represent the Horace Mann Companies in WA, OR, AK, ID and NV.#1 Annuity Production in the country

Life and Annuity Wholesaler for 13 states in the Mountain West Region.49% increase over Prior Year in Life Insurance Production48% increase over Prior Year in Annuity Production#1 Wholesaler at Horace MannQualified for Financial Service Council Award

I help recruit and train new Exclusive Agents for Horace Mann insurance companies. We specialize in the educator market and are an educational partner with local schools.#1 SDL in country with an 79.6% New Agent Success rate.

PURPOSE OF POSITION: To achieve the company’s Strategic Objective. To focus on economic objectives of running a profitable agency while providing an exceptional place to work and service to customers that exceeds expectations. It is the agent’s obligation to assist sales staff in obtaining leads and provide education to encourage selling to clients needs. ESSENTIAL FUNCTIONS• Provide adequate training to all employees• Keep staff updated company changes• Design agency marketing vision and define acceptable sales processes• Sell and cross-sell insurance and financial services• Identify cross-sell opportunities within the book of business• Review profitability of agency and communicate future goals to staff• Keep track of office licensing and continuing education MAINTAIN A POSITIVE AND SELF-MOTIVATED ATTITUDE#1 Life agent in Cascade Mountain District for 3 years