Specialized in the use of life insurance premium financing, endowments, and executive bonus programs as a wealth creation tool. Targeted high net worth individuals and institutions to leverage clients' assets, solve estate planning challenges, and diversify portfolios.

Established Commercial division from the ground floor to include hiring, strategic planning, retention and reporting directly to the CEO. Specialized in multi-million-dollar insurance products. Built a prospect portfolio of small businesses grossing $10M annually. Team player coordinating ZOOM calls, Calendly scheduling and group chats.

Managed an insurance portfolio of 250 clients to include selling and upgrading insurance policies, processing claims and insurance risk assessment. Surpassed customer expectations to identify opportunities, nurture relationships and close deals. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.

Oversaw 40 licensed insurance agents to aid in their production goals, training and compliance with regulatory agencies. Established and maintained brokerage contracts with 20+ insurance companies to provide a pipeline of products for agents. Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.

Hired, trained, and supervised sales support staff of 25, and created a fun and productive work environment. Developed and implemented sales plan and manage all phases of the sales cycle from prospecting to close and follow-up support. Represented a full line of insurance products, serving as a trusted advisor to businesses and individuals. Increased referral business by 37% annually. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.