WHO I AM…. An insurance sales leader connecting high-net-worth individuals, families, and businesses to the right P&C products that protect their assets and wealth. I thrive on creating relationships, adding value, and building trust with prospective, current, and future clients. My sales experience has been enhanced through my risk management and claims handling experience.Although you may see the theme of “sales” throughout my profile, one thing you should know is that I don’t follow the typical “sales person” profile. What you get from me is an authentic and trustworthy relationship that extends beyond securing clients. In essence, I’m not transactional. I look for ways to serve your clients, now and into the future. ► HOW I DRIVE TOP LINE SALES • Develop sound marketing plans and strategies to target high-net-worth individuals, families, and businesses with products they need. • Study the high-net-worth market to understand the unique needs and concerns with developing tailored and sound risk management solutions.• Use a knowledge-based approach in addition to a consultative approach to gain buy-in from clients on the solutions. they need which results in closing sales and developing a strong pipeline of referrals.• Conduct in-depth fact finding interviews to get the information needed to develop well-round risk solutions. ► WAYS I BUILD TRUST WITH CLIENTSI use my innate ability to actively listen which allows me to use a consultative approach to uncover the spoken and unspoken needs of the clients I serve. When I take this approach, I become a trusted advisor and consultant with a risk management approach. When I build that trust, the clients are willing to secure the necessary products to protect their assets and wealth. ► HOW MY CUSTOMERS DESCRIBE MEPassionate, thorough, dependable, and genuine. This is the common theme of what clients tell me. When the clients feel this, I have developed the “know, like, and trust factor”. They trust my opinion and knowledge in the P&C Insurance industry. They see me as a SME – Subject Matter Expert in risk management using insurance sales as a vehicle. This trust factor allows clients to think of me first when their needs change and need updated risk solutions. ► AREAS I EXCEL IN✰ Closing the Deal/Sale✰ Relationship Building✰ Client Retention (92% and above)✰ Prospecting✰ Cold calling ✰ Uncovering Pain Points✰ Creating unique solutions’✰ Building Credibility, Rapport, and Trust✰ Training Sales Staff✰ Sales Referral & Pipeline Development