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Insurance Agent Wealth Management

Location:
Tallahassee, FL
Posted:
March 22, 2024

Contact this candidate

Resume:

Contact

850-***-**** (Home)

alexandriashirylaka*7@gmail

.com

www.linkedin.com/in/

alexandriashiryl (LinkedIn)

Top Skills

Venture Philanthropy

Luxury Homes

Luxury Lifestyle

Certifications

Insurance Agent

Insurance Agent, Accident, Health,

Life, Variable Life & Variable

Annuities

Insurance Agent

Insurance Agent

Insurance Agent

AlexandriaShiryl Moore

Health, Life Insurance & Wealth Management in 43 States * For JD, MD, DDS, PhD & Pro Athletes at AKA#47 Insurance & Wealth Management via Michael Hanson Insurance Wealth Management 850-***-****

Tulsa Metropolitan Area

Summary

If you want Ritz Carlton type #HealthcareCoverage visit my page! Qualifier by 23rd of each month by midnight with payment in full, coverage begin on the 1st of the Following month!

Excellent healthcare and HSA Options from $2500 to $5,000 for business owners, entrepreneurs, and affluent clients who can afford out premium price points!

Click on the blue link in my profit view the various offerings and health options

I. Answer Qualification questions

II. Pick a plan online

III. Pay your binder payment online

IV. All DONE # email confirmation will be send, expecting your Health cards within 5 -7 Business Days.

Very similar to the marketplace

Just different options, NOT available there, to my knowledge! Coverage available, almost everywhere, except a few states and US Territories : Guam, California, New Hampshire, Hawaii, Washington, Puerto Rico, USVI.

Client Relations: The development of new and existing accounts. Expertise includes customer partnering, cross functional leadership, business and competitive intelligence, and creative tactical strategies Sales/Merchandising:

Regardless of the Firm I clear through..

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My mission remains the same

Educate Professional Athletes and Minority Professionals in Real Estate, Insurance, Securities Industry, JD, MD, DDS, Phd clients, and Business Owners, on Maximum Tax Strategy Savings Initializing strategic opportunities towards driving revenue and profit growth.

Educate Athletes and Retired Professional Athletes on Financial Literacy and Generational Wealth

Help Minority MD, DDS, JD professionals with their corporate payroll, Key Man Insurance, retirement planning and asset management services via FFA team of specialist.

Educate Minority NHL and MLB Players on Financial Insurance Foundation Florida tax deductions

State of Florida, License Number: W136885 - State of Florida Apr 2013

NON-RESIDENT LICENSES: 43+ States

State of Connecticut April 2026

State of Arizona #7155867 April 2026

State of Connecticut #7155867 April 2026

District of Columbia #300-***-**** April 2026

Illinois #7155867 April 2024

State of Kentucky #DOI-1246130 April 2025

State of New Jersey #300-***-**** April 2024

State of New Mexico #7155867 April 2025

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State of Ohio #1512761 April 2025

State of Pennsylvania #1085891 April 2025

State of South Carolina #7155867 April 2027

State of South Dakota #40688417 April 2024

State of Texas #2937595 April 2027

State of South Carolina #7155867 April 2027

FL Real Estate License

License Number: SL3310070 -

October 31, 2014 - September 30, 2024

Experience

AKA#47 Wealth Management & Insurance via Michael Hanson Wealth Management & Insurance

Wealth Management & Insurance for Professionals JD, MD, DDS, PhD's via AKA#47 in 42 States

October 2023 - Present (3 months)

Tampa * Orlando / Winter Park 2024 * Dallas 2025 * LA 2026 * NYC 2027ww Educate Minority NHL and MLB Players on Financial Insurance Foundation Florida tax deductions via insurance policies procured. Educate Athletes, Affluent Clients, CFO, CEO's, and Retired Professional Athletes on Financial Literacy and Generational Wealth, with First Class Insurance options.

Help Minority MD, DDS, JD professionals with tax savings AlexandriaShiryl /AKA#47 Turn21 Foundation

Head, Luxury Private Client Philanthropic Division April 2003 - Present (20 years 9 months)

Winter Park, Fl * Boca Raton, FL

• Boca Raton, Fl * Tallahassee, Fl * Tampa, Fl * Winter Park, Fl

• Formed an alliance with Private Dining Clubs worldwide Page 3 of 8

• Booked travel while procuring premium seating for the Broadway theater shows and/or Yankees Sporting Events, via my Private Client Physician Concierge Service.

• Advising Professional Athletes of Philanthropic Tax Advantages, and help with establishment of new Philanthropic Events tied to their sports theme or charity's purpose.

Florida Financial Advisors

Independent Financial Advisor Trainee

September 2023 - December 2023 (4 months)

Tampa * Dallas 2025 * LA 2026 * NYC 2027

Educate Minority NHL and MLB Players on Financial Insurance Foundation Florida tax deductions via insurance policies procured. Educate Athletes, Affluent Clients, CFO, CEO's, and Retired Professional Athletes on Financial Literacy and Generational Wealth, with First Class Insurance options.

Help Minority MD, DDS, JD professionals with their Insurance offerings, corporate payroll, Key Man Insurance Policies, retirement planning and asset management services via FFA team of specialist.

Keller Williams Realty, Inc.

Luxury Real Estate with 21% donated to Philanthropic Efforts December 2016 - December 2023 (7 years 1 month)

Tampa,Fl USA and Dubai, U.A.E

September 2023 - Present

December 2016 - September 2017

Providing Global Relocation Assistance in the United States and abroad. Providing Luxury Clients in North America information regarding the "HEART OF EUROPE PROJECT," beginning with the unique in water $5.2M SEA HORSE VILLAS.

Promoveo Health

Dental Sales North Florida - South Georgia

June 2023 - September 2023 (4 months)

Remote

Dental Sales covering South Georgia and North Florida Page 4 of 8

Build brand recognition for Crest and Oral B iO product line Footprint expands from South Georgia Highway 84 from Donaldsonville, to Thomasville, Valdosta, up to Albany, Tifton.

In Florida from Tallahassee, Qunicy, to Lake City Territory. Conduct Educational Luncheons

AAA-The Auto Club Group

AAA Philanthropy Join2Give Expert * AAA Insurance * Life Health Annuities * P & C - IN TRAINING**

October 2022 - May 2023 (8 months)

Tallahassee Main Office Tallahassee - Pensacola Panhandle Territory Philanthropy Expert for Tallahassee AAA Office

Licensed in Nine States in Life Insurance, Health Insurance, Annuities Property & Casualty ** IN - TRAINING **

Strategic Partnership with all Universities seeking JOIN2GIVE Fundraising

“Join2Give” is a AAA ACG sponsored Fundraising Opportunity with

"Join2GiveGirlAKA47" for Schools and Charitable organizations to raise MONEY through NEW Member Joins events.

AKA#47 New Member Join Events

May be a Business Brunch at Legends Private Dining Club, Formerly the ClubCorp "University Club"

May encompass a little AAA, with informative AAA Membership/ AAA Visa Card information

May incorporate providing AAA Insurance information - All lines Licensed for and any Philanthropic Corporate Questions. We partner with Companies, Corporations, Schools, and Universities, to raise funds Efforts

Schools/ Organizations receive a one-time $20 from ACG for each new Primary Member

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That's $20 for each Primary New Member Application or New Member Visa Approval AAA Visa Signature Card

Schools and Organizations promote Join2Give using AKA#47 customized Materials provided by ACG AAA of Tallahassee / Pensacola Branch Offices. AAA.com/Give

Schools/Organizations receive a Monthly Payment from ACG AAA of $20 for EACH NEW Primary Member that joined and entered the "AKA#47 school / organizations' unique tracking code" AKA47###

I work in unison with the Public Affairs Director or Foundation Marketing Executive to highlight our various PA Programs, ie. AAA School Safety Patrols and AAA PROMise.

I have customized ACG created introductory letter, application form and an overview that can be mailed to the school principals, band director, PTA/PTO Head, A.D., Boosters Club!

Highlight Philanthropic Efforts for Elementary Schools, Middle Schools, High Schools, Public Universities and Private Universities Join2GIVE

PROMise Program

Safety Patrol Program

AAA.com/GIVE

AKA#47 has you in Championship Winning Hands with AAA Tallahassee! Go NOLES !

Yelp

Junior Account Executive

April 2021 - November 2021 (8 months)

Remote Alaska, Oregon, Washington

* Help connect people to phenomenal local businesses.

* Help drive ROI for Small Businesses

* Increasing new clients and customers for small businesses with less than 5 multiple locations, in my exclusive territorial footprint. Page 6 of 8

* Integrity and Cresting New Customer Conversion to Longterm Loyalist. A.G. Edwards & Sons, Inc.

Financial Advisor

August 2004 - October 2004 (3 months)

Boca Raton, Florida, United States

Financial Advisor Trainee

Studied for Series 7

Studied for State of Florida Insurance License 2-15 Left to take care of terminally ill Father, his last 4 months, leading up to failed kidney transplant 1/13/2005.

Only Minority in Boca Raton Training Program, AFRO-AMERICAN and only Woman Financial Advisor Trainee.

Eli Lilly and Company

Pharmaceutical Sales

September 2003 - April 2004 (8 months)

Valdosta, GA

AWARDS: 2004 March “Top Cialis Monthly Trial Rate Southeast” Build brand recognition on all products lines dealing with Osteoporosis and Erectile Dysfunction

Launched a Billion dollar drug in the Erectile dysfunction market “Cialis”

• Responsible for Medical Education, thought Leaders and Pre/Post launch activities.

• Responsible for market share increase by 21%, in territory achieved in only three months.

Successful in product education, formulary approvals and product pull-through efforts of ED product portfolio.

• Market tested new promotional/scientific data to physicians to build brand recognition.

District Rankings: # 2 District in the Southeast

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JourA'Jour International

Private Client Software Sales & Regional Sales Trainer April 2000 - April 2004 (4 years 1 month)

Alpharetta, GA & Buckhead, GA * Boca Raton, FL * Tampa, FL * Tallahassee, FL

Title: Trainer & Private Client Sales

Location: Atlanta, Georgia, Tallahassee, FL, Tampa, FL • Duration: 04/2004 - Present

Job Duties: • Cold called physicians, attorneys, and active individual investors in the U.S. & Canadian stock market promoting software that specializes in providing daily buy and sell signals for investors in the stock, bond, and mutual fund markets.

• Marketed software that specializes in providing daily buy and sell signals for investors in the stock and bond markets.

Pearl of Virginia Private Client Software Sales

Head of Private Client Software Sales, Southeast Division January 2000 - September 2003 (3 years 9 months)

Alexandria, VA * Atlanta, GA * Tampa, Florida * Virginia Beach, VA AWARDS: • Top Software Sales Award in 2000

• Top Private Client Sales Representative Award 2001 & 2002 Job Duties: • Established and maintained relationships with the medical physicians and investors all over the world while providing group presentations via web utilizing WebEx • Consulted with clients to find out which software system would be most beneficial to them in helping increase their R.O.I • Managed a sales force of seven software representatives to launch the Private Client Software Sales Division

Education

Florida Agricultural and Mechanical University

Bachelor of Science (B.S.), Business Economics · (1991 - 2008) Page 8 of 8



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