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 developing others. Broad strategic thinker who sees the big picture. Accomplishments: * #1 in new agency production in Broker / Dealer Gross Concessions for the Eastern Region * Generated $100,000 in first year revenue * Ranked in the Top 40 of 250 Agency Directors * Increased revenue and commissions in the Northeast Region by 35% over previous year * Consistent Sales Leader Conference Qualifier sft0616@gmail.com sft0616@gmail.com/linkedin, CLU, ChFC, CLTC Responsible for recruiting supervising and training of financial services representatives a scratch unit Recruited hired and retained fourteen financial services representatives in scratch unit sft0616@gmail.com sft0616@gmail.com/linkedin, CLU, ChFC, CLTC Responsible for the management of sales staff and legal team * Devised and implemented marketing strategies to deliver estate and financial planning benefits to corporate and individual accounts * Increased revenue and commissions by 30% Recruited trained and supervised sales professionals Responsible for the retention of staff and increased sales of life insurance annuity and mutual fund portfolios * Built agency from three sales associates in 1992 to thirteen sales associates in 1995 * Consistently ranked in the top 3 of 22 agencies for sales recruiting and retention in and RI region Responsible for the recruiting training supervision and retention of 38 sales professionals sft0616@gmail.com sft0616@gmail.com/linkedin, CLU, ChFC, CLTC

Highlights:

• Insurance
• Life Insurance
• Recruiting
• Training
• Commissions
• Financial
• Planning
• Sales
• Annuity
• Financial Services