As a brokerage director at Capital Strategies, an agency of Massachusetts Mutual Life Insurance Co. (Mass Mutual), I make available to insurance brokers the portfolio of Mass Mutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities. The company's strong and growing network of financial professionals help their clients make good financial decisions for the long term.

Business Development/Sales ExecutiveSell financial and insurance products to Allstate customers.Attend BNI networking events and functions to develop business.Train and mentor new sales employees and conduct weekly staff meetings.Major Accomplishments:Successfully increased sales 25-50% year-over-year and consistently achieved quarterly goals.Created new processes to drive life insurance sales and promote bundled packages.

Associate PartnerRecruited, trained, and managed a team of Agents and generated leads.Promoted the sale of various products including mortgage insurance, life insurance, and retirement plans.Conducted seminars and delivered presentations at “Lunch and Learns”.Major Accomplishments:Conducted research on new Deeds of Trust, and generated direct mail outs to increase the sale of mortgage insurance (achieved 8% response rate within 5 months).Developed a marketing campaign targeting Teachers in school districts throughout Central Texas, and partnered with the Teacher Retirement System (third party administrator).

Started and managed a full service insurance agency offering auto, home, commercial, and life insurance along with securities products.Ensured compliance with all NASD regulations.Managed a book of business in Austin and Marble Falls.Major Accomplishment:Achieved profitability during a downturn in the economy.

Regional Sales Director, Worksite Sales - promoted within one year (2007-2008)Recruited and trained independent Agents throughout the United States.Held responsibility for generating leads as a member of the national sales team.Generated quarterly forecasts for the Senior Vice President.Consulted with insurance and investment Brokers.Served as an advisor and education resource for worksite and annuity products.Major Accomplishments:Ranked #1 Sales Director for new business nationwide in 2008.Recognized for developing multiple new accounts and reopening dormant accounts.