Implemented insurance and financial services sales and marketing strategies in collaboration with leadership, financial services professionals, and agency owners to surpass sales goals. Proactively identified training needs and addressed business process gaps through consultative one-on-one meetings and team sessions. Additionally, I conducted outbound calls, responded to inbound inquiries, and engaged with insurance agency owners, their staff, and financial services advisors. My efforts focused on increasing profitability and sales by executing targeted campaigns, providing coaching, motivation, and fostering strong partnerships with agencies, insurance providers, and financial service professionals. Inspired and motivated my peers across the country by implementing regular weekly meetings to encourage the sharing of positive ideas, so we can collectively succeed together.• Recommends new marketing and sales ideas based on best practices, industry knowledge, and market trends• Increased scope from 362+producers to over 1300+ Exclusive Agency owners & over 100 Financial Services Specialists• Adapts style and approach to match the needs of different producers within the organization• Promotes and facilitates regular training to educate field and leadership teams with new product information, sales ideas, marketing concepts, agency process and behavior change.• Partnered with leadership, AOR, inbound sales desk and virtual training team to deliver and reinforce marketing campaigns.• Developed and executed strategies to transition from proprietary life products to a new third-party direct carrier expanded portfolio of life insurance solutions.• Partnered with and role models by demonstrating strong work ethic, maintaining high personal integrity and standards of performance and conflict resolutionLaid off due to reduction in force within Allstate and Allstate Financial Services.

Executed financial services and insurance product education and sales skills development primarily to Exclusive Financial Specialists and also field sales leaders and Exclusive Agencies. Lead process to identify and install new partnerships. Served as Financial Services Consultant and assisted Regional Financial Services Leader in interim 2 months after hire. Fulfilled duties as a Direct Supervisory Principal during remainder of role. Had responsibility for the on-going securities supervision and development of all financial specialists and security licensed Exclusive Agents as assigned within the territory to ensure strict adherence to broker dealer policies and procedures as well as applicable National Association of Securities Dealers, Inc. (NASD), Securities and Exchange Commission (SEC) and state securities laws and regulations. • Responsible for the success of new Financial Specialists during their first two years.• Traveled across Florida, engaging with businesses and agencies to influence training and demonstrate sales products and processes.• Deliver structured financial services pre-center education programs that align with regulatory requirements, the Allstate product portfolio, general industry knowledge, and sales/marketing presentation skills.Additional Duties:• Collaborate with Centralized Recruiting Teams and regional recruiting teams to identify qualified EFS Exclusive Financial Specialist candidates.• Interview Financial Specialist candidates, review qualifications, and evaluate suitability.• Facilitate future partnerships between EA Exclusive Agency Principal and EFS/FS candidates prior to their appointments.• Evaluate candidate backgrounds (criminal history, outside business activities, integrity) based on pre-affiliation checklists.• Conduct subsequent evaluations once external background reports (e.g., FBI fingerprint reports) are received.• Additional duties as requested

As a Director of Training and an interim Agency Director, I orchestrated, created, and supported orientations, onboarding, and training processes for both new and experienced financial advisors within AIG’s recently launched financial services network. Additionally, I developed product and sales training programs across multiple office locations in several states. Unfortunately, I was laid off due to a reduction in force and AIG’s field offices closing across the US.

Recruiting, interviewing, hiring, onboarding, coaching and developing new agents and advisors processes for financial services representatives to build their practice and business.• Conducted joint field work for prospecting and client acquisition.• Mentored agents in best practices for fact-finding and presenting financial recommendations.

Directed day-to-day operations for several career to exclusive agents, full service multi-line, financial services and insurance agencies, serving primarily the educational community. Led and served agents and staff. Sourced, hired, trained, developed, and held full accountability for production, agency budgets, training plans, supervising and achieving company sales targets and business administration objectives.

As a new exclusive agent employee, started from scratch, met with customers to clients personally conducted financial readiness and insurance review fact finding. Started, led, managed, grew scratch business/agency to one with 2,000+ multi-line insurance and financial services clients in very short period of time. Managed the bid and proposal development process for retirement planning insurance services, life, disability, property, auto, long term care and products to provide payroll deduction opportunities for primarily EDUCATORS (403b) and their families. Successful agent and producer: Achieved Presidents and leadership conferences and earned several awards