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Life and,Annuity Advisor.
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Degrees
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BA, M.P.A
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My Expert Service
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VP LIFE INSURANCE
Professional, with more than 18 years of progressive high net worth individual and corporate life insurance planning and sales , advanced markets and concepts, relationship management , marketing and financial experience.
Substantial corporate experience and expertise in life insurance, financial analysis, budgeting, business and , financial management, strategic planning, . Extensive experience in client relationship management.
SUMMARY OF QUALIFICATIONS:
? Adept in life insurance planning and sales. Interfaced directly with provider firms.
ADVISOR GROUP, INC. VP-Life Sales Manager
Boca Raton, FL 7/06-8/08
• Located High net worth individuals to purchase life insurance policies.
• Navigated the complete sales cycle which included interfacing with clients.
BANK OF AMERICA, INVESTMENT SERVICES Vice President -Financial Advisor
Boca Raton, FL 10/04-5/06
• Developed client relationships, as well as designed and implemented all aspects of financial planning to high net worth clients, with large focus on life insurance planning.
• Consulted with clients, Private Bankers to analyze asset position, educate and develop investment strategies to meet objectives.
• Ongoing development of client base, portfolio review and asset allocation, assets under management exceeded
$100.000.000.00
AXA ADVISORS Regional Vice President
Boca Raton, FL 08/90-09/04
• Full responsibility for the regional recruitment of financial planning associates, and directing their training and business activities with AXA, ranked 13th among Fortune 500 global firms, with more than $900 billion in assets.
• Examined requirements and implemented policies, procedures, plans and internal controls to efficiently guide operations and increase life insurance sales.
• Arranged and conducted public educational seminars to promote Life Insurance,and Annuity awareness and education.
Investment Adviser Representative
• Developed and nurtured client relationships, as well as designed and implemented all aspects of financial planning concentrating in life insurance planning.
• Consulted with clients to analyze asset position, educate them and develop investment strategies to meet objectives.
• Ongoing development of client base, portfolio review and asset allocation.
• Achieved firm's highest sales producer status, as member of "President's Cabinet," in addition to "Million Dollar Round Table" level and numerous citations as #1 producer in southern region.
Securities Products Coordinator
• Developed strong working relationships with financial investment companies to acquire appropriate investment products and served as liaison between the companies.
• Educated advisors regarding life insurance, mutual funds, stocks, bonds and all other financial-related products.
• Implemented successful training course in client suitability, compliance, best sales practices, product knowledge and sales techniques for new associates.
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Experience & Qualifications
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Top producing life insurance agent with many years of experience with all types of life insurance and annuity planning. Guided clients from the most basic products to the most complex. Wealth preservation and wealth transfer expert.
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Available Modes Of Communication
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email/chat
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Contact
Life and,Annuity Advisor.
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