Leverage extensive product knowledge and deploys strategic sales techniques to tailor recommendations while ensuring the provision of suitable annuity products that align with customers' financial objectives and long-term goals.• Conduct needs assessments to evaluate client financial goals and risk tolerance and enable the strategic positioning of the value proposition associated with variable annuities.• Offer strategic guidance to clients to ensure effective navigation through the Variable Annuity (VA) application process. Facilitate clear understanding of requirements and assists in the completion of necessary documentation.• Cultivate strong relationships with clients, key stakeholders, and industry partners to maximize revenue generation opportunities through a proactive and client-centric approach.• Identify areas for improvement and streamlines processes to enhance operational efficiency while upholding the highest standards of compliance.• Perform cost-benefit analyses to assess the financial implications of business decisions and develop data-driven insights for strategic planning and resource allocation.

Consistently surpassed sales targets by employing strong market knowledge and effective sales strategies to achieve and exceed organizational goals.• Expanded and grew a book of business within the North Florida territory to enhance client acquisition, strengthened relationships, and optimized revenue generation in partnership with the Regional Vice President.• Utilized data analysis techniques to identify high-potential market areas and enable the strategic mobilization of revenue development initiatives. Formulated and executed strategies to meet financial objectives based on insights.• Developed collaborative partnerships with existing financial advisors to align goals that enhanced mutual success.• Broadened network by consistently initiating new relationships to expand reach and augment impact.• Presented to clients to highlight the unique benefits of products and services; Showcased a comparative analysis against offerings from competitor insurance companies.• Recognized with the Partnership Award and Achievement Award for 3 consecutive years through consistent performance.• Mentored and coached junior team members by providing guidance and support to encourage their professional development and build industry knowledge and skills.

• Processed routine financial and non-financial activity on customer accounts with both expediency and accuracy including service requests such as address changes, beneficiary changes, and various account maintenance • Responded to general written and oral inquiries concerning product features, contract provisions, and administrative procedures • Effectively handled 45-60 calls per day and correspondence from/to customers, financial advisors, and sales desk representatives •Mentored and served as an SME to newer customer service representatives