Occupation:Insurance Sales Manager |
Location:Milton, WI |
Education Level:Specialist |
Will Relocate:YES |
Description
Successful and productive agent in all aspects of financial services. Intimate knowledge and practical experience in complex solutions in estate planning, business succession planning, and other areas of financial planning.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| MetLife Financial Services | (Confidential) | 1/1997 - 4/2004 |
| Speeds TV and Appliance | (Confidential) | 6/1982 - 10/1994 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Jefferson High School | General | 1973 | High School/GED Degree |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Magazine | Senior Advisor | media url | Magazine covering issues important to Senior Market in financial planning. |
Accomplishments
Highlights:
7 Time Convention Qualifier, Past Qualifying Member MDRT
Job Skills
Keywords
Responsibilities
Recruiting and training new agents. Go to guy for advanced estate planning solutions.
