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Sales Professional focused on fostering trust and cultivating partnerships based on financial accountability and transparency. Skilled at building relationships with clients and surpassing quotas and expectations. Accomplishments FINRA series 65, 6, and 63 licensed Life, Health, Annuity insurance licensed Annual sales convention qualifier Northeast territory top annuity producer FINRA series 65, 6, and 63 licensed Life, He...
Summary: Confident and highly accomplished financial services leader with 30 years experience. Highly motivated, results oriented, licensed professional with strong closing and sales skills. Strong understanding of business drivers, performance metrics, new business development, training, recruitment, and retention. Excels in building relationships and influencing others to achieve results. Skilled in identifying talent and...
I am seeking a career,not job hunting
My goal is to find a financial services firm looking for an experienced sales advisor that will provide leads and/or a book of business to manage that I can work with in the Indianapolis/Lafayette area.
I am a motviator. I am a problem solver.
With my diverse business and investment background I have a demonstrated ability to facilitate confidence with a high net worth clientele, creatively developing new relationships and most importantly retaining and perpetuating the most valuable asset, the company’s exiting clients. I feel I would be a good fit by incorporating excellent interpersonal skills and a team fostering approach with any financial service firm. Als...