Personal Statement
I have been very Blessed in my life by God, family, and opportunity.
Positive mental attitude and strong work ethic are my greatest strengths.
The best is yet to come...
Professional Experience
Independent Insurance Agent - Orlando, FL
September 2011 to present
Marketed and developed new clients. Utilized fixed index annuities and
fixed index universal life insurance products to protect assets and
increase guaranteed income.
Have recently gained experience in Final Expense sales.
Quest Financial and Insurance Services - Tampa, FL
January 2007 to September 2011, Regional Manager
Developed new clients and serviced clients in the areas of personal
financial, insurance, and estate planning throughout Michigan and Florida.
Specialized in risk elimination and wealth preservation utilizing indexed
life insurance and annuity products. Partnered with attorneys for estate
planning documents such as trusts and wills.
First National Equity - Troy, MI
February 2002 to January 2007, Regional Vice President
Developed new clients and trained agents in the sales process throughout
Michigan. Specialized in estate planning, revocable living trusts, risk
elimination and wealth preservation. Utilized estate law and index annuity
and life insurance.
Bankers Life and Casualty Company - Chicago, IL
August 1997 to February 2002, Sales Manager
Developed new clients and serviced existing policy holders throughout mid-
Michigan. Recruited, trained and managed agents in the Lansing, MI office.
Product line included life insurance, long term care, annuities, and health
care.
Michigan Chamber of Commerce - Lansing, MI
September 1995 to August 1997, Director of Regional Membership Development
Implemented a field membership sales program. Recruited, trained and
managed a sales staff while increasing membership in the organization
substantially.
National Federation of Independent Business - Nashville, TN
May 1990 to September 1995, Territory Manager
Developed membership in the nation's largest business advocacy and lobbying
organization throughout mid-Michigan. Trained new representatives.
Increased membership numbers and revenue significantly.
Combined Insurance Company of America - Chicago, IL
June 1983 to April 1990, Sales Manager
Trained and managed agents for the greater Lansing area. Developed and
honed sales presentation skills by example. Provided disability income
protection and health benefits to businesses and individuals. WCS Grand
Diamond recipient.
Michigan Army National Guard - Grand Ledge, MI
October 1978 to October 1984, Specialist
Operated and maintained helicopter armament systems. Qualified for
Officer's candidate school and helicopter flight school.
Education
Associate Degree Business - Lansing Community College 1983