• Lead strategic growth initiatives by expanding partnerships with top financial advisors and firms in the industry.• Negotiate key partnerships and tailored strategies to empower advisors with advanced technology and expert support.• Contribute to Modern Life's growth by redefining the future of life insurance for advisors and clients.

NFP is a leading insurance brokerage with over 310 offices globally. We provide property and casualty, group benefits, retirement, and individual solutions. Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. • Lead and manage the insurance services function, including leading the insurance team.• Evaluate industry product options and determine “best-in-class” solution sets for our clients.• Serve as the subject matter expert for all relevant insurance solutions (primarily life, DI and LTC)• Primary client interface for insurance related questions and follow-up• Build strategic alliances/partnerships with external resources for our client’s insurance needs related to other insurance lines (e.g., medical, P&C, etc.)• Ongoing financial advisor education• Fully integrate the product line into the broader business workflow processes• Interfacing with outside legal support for estate planning purposes• Provide expert advice, recommendations, and counseling to prospects about their personal insurance coverage geared to their unique needs and exposures.• Meet and/or exceed individual sales targets as well as department goals.• Preparing documentation for prospects: complete applications for, issue insurance certificates, and set applications for processing by internal or external keying team.• Maintaining professional and collaborative relationships with key underwriters• Resolving any concerns or complaints with a professional demeanor by leveraging product and service knowledge• Keeping current on industry changes, underwriting rules, and workflow processes

I Connect Wealth Managers, Insurance Producers and Businesses to Industry Leaders Leveraging Risk Management and Retirement Solutions.✓ 23 Life Insurance Carriers✓Reinsurance✓Annuities✓Long Term Care✓Disability Insurance✓Estate Planning✓Business Planning✓Buy/Sell✓Cross-Purchase✓Key Person✓Executive Bonus✓ESOP✓Inforce Policy Reviews✓Business Evaluations✓Term, GUL, SUL, IUL, VUL and Whole Life

My transitioning role into Financial Services. My responsibilities were to build from scratch a client base relying on personal relationships, sphere of influence and cold calling household decision makers to discuss retirement planning and risk management.Key Development Skills:Dedicated and disciplined approach to developing client base through time metrics, to the hour, involving managing calls, meetings and client presentations.Develop trusting relationships with clients' to collect and analyze personal financial information and provide viable risk management solutions.

Principal and Owner of urban redevelopment and landscape architecture practice.✓ Provided scope of work analysis for high end residential projects.✓ Proposal and scope of work production✓ AutoCAD construction documents✓ Interior and exterior 3-D Modeling✓ Building material selection and invoicing✓ Installation and maintenance

Very truly the "Omaha Beach" of cutting your teeth in sales. Learned how to approach and make a sales pitch to heads of household selling books door to door. Someday I will have my kids do this!