QUALIFICATIONS SUMMARY Experienced and results-driven Broker and Insurance Instructor with proven expertise in maximizing sales productivity, service, market share growth, and profitability Qualifications include: » Capable classroom instruction and maintaining a challenging learning environment » Development of prudent financial/investment strategies » Compliance and quality management » Market research and industry trend identification / interpretation to develop prudent growth strategies » Profitable account development, expansion and retention » Multiple project/program planning, coordination and management » Workflow planning/prioritization and the implementation of procedures, systems and controls to maximize productivity and expedite timely completion of all tasks o Development of strong professional networks and loyal client relationships ~ Strong team building, leadership, and empowerment 0 Fiscal planning, budgeting, contract administration and cost control Dedicated to the importance of professional integrity and exceeding all performance goals

Highlights:

• Business Development
• Management
• Sales
• Forecasting
• Quality
• Retention
• Estate planning
• Financial
• Planning
• Insurance