Professional Summary Dynamic and self-motivated sales professional with over 12 years of experience in both outside sales and sales management. Putting a strong emphasis on developing and cultivating relationships has led to an extremely successful track record in driving results. UT WY. * Produced annuity sales of $53mm in 2014 5th of 18 wholesalers $55mm in 2015 3rd of 18 wholesalers $36mm in 2016 6th of 18 wholesalers respectively. * Grew and maintained territory sales to over 30% market share based on Market Metrics data. * Delivered over 120 seminars for FA's clients and prospects from basic annuity and retirement planning education but specializing in Social Security and Medicare planning. Delivered CE for state insurance as well as CFP for FA's. Attended and delivered sales presentations for over 65 FA's in each of 5 Edward Jones Summer Regional Meetings. * Demonstrated excellent territory management skills in a very vast and broad territory with emphasis on rotation and Market Metrics data. * Worked with regional leaders to establish FA lunch and learns and business developing events. * Served as respected value add resource for virtually every FA in the territory on topics of annuities Social Security and Medicare. Lead internal sales teams of 10-15 people that worked directly with RVP's to effectively support existing producers and prospect for new producers. our operations group as a liaison for problem resolution in 14 territories in the SE. * Developed proactive strategies through Salesforce CRM to assist internal and external sales team in both follow up as well as emphasizing the most target rich advisors. * Created streamlined interview process for the sales management team. * Focused on sales coaching and career development to deliver consistency in sales messaging. * Facilitated the relationship with our partner firm sales desks in the Bank and Wirehouse channel by creating specific communication process. Worked effectively with DVP as well as RVP's to achieve divisional sales goals as well as ensure relationships are in line. Partnered with RVP to execute sales initiatives and work towards sales and new producer goals in the Independent Planner Channel. * Made proactive outbound sales calls to generate new FA leads and proposals additive to RVP activity.

Highlights:

• Wholesaler
• Annuity
• Customer Relationship Management
• Insurance
• Long Term Care
• Management
• Medicare
• Self Starter
• Polished Presenter
• Consultative Sales Approach
• Territory Management
• Social Security
• Outgoing and Likeable