I am a multi-credentialed business manager experienced mostly in the reputed Fortune- 500 multinationals in diverse domains. I am a team player focused on daily action, yet with a big picture perspective; and a problem-solver with success in start-ups as well as large blue chip MNCs, growing market shares & long term relationships, and executing strategic business plans.CORE COMPETENCIES: • Sales Management (Direct B2B, B2C & Broker sales) • Revenue Growth & P/L • People Management • Financial Planning & Advisory Services • Real Estate • Mortgage Loan Origination • Enterprise Accounts • Contracts & Closing • CRM/SFALicenses & Credentials:✓ FINRA registrations (Financial Advisor/Registered Investment Advisor, Registered Rep.): • Series 7, 6, SIE, 63 & 65 (66)✓ CA Insurance License# 0K46362: • Life • Health • LTC/ Disability • Variable Contracts • Property & Casualty✓ CA Real Estate DRE License # 02056228✓ NMLS Mortgage License # 1696603Top Insurance/Annuity Carrier Appointments:• Minnesota Life/Securian/Cetera • Pacific Life • Athene • Berkshire Life Insurance • Equitable Financial Life Insurance • Fidelity & Guaranty • Guardian Life Insurance & Annuity • John Hancock • Jackson National Life • Jefferson National/Nationwide Advisory • Lincoln National Life • Massachusetts Mutual • Nationwide Life Insurance • Principal Life • Prudential • Symetra • Zurich American Insurance. Outbrokerages:• Crump • Gallagher • BenefitMall I strive to make every interaction meaningful, and take pride in helping external and internal customers achieve their key goals.
Listed skills include Leadership, Sales, Account Management, Management, and 47 others.