Summary of Qualifications FINANCIAL SERVICES AND INSURANCE PROFESSIONAL with 16 years of successful experience in sales coaching and point of sale delivering holistic needs-based advice and solutions. Demonstrated ability to lead, positively impacting behavior and achieving territory sales results. Proven leader with excellence in positioning life insurance, annuities, mutual funds and retirement planning concepts with individuals and businesses. Provide innovative ideas with agents and advisors so that clients maintain financial security in all stages of their working and retirement years. Qualifications and strengths include:

Highlights:

• Mutual Funds
• Point Of Sale (Pos)
• Business Plan
• Call Center
• Customer Accounts
• Proactive Sales
• Sales
• Sales Calls
• Wholesaler
• Annuity
• external, regional, series 6, vice president, director