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Columbus, OH
... SELF EMPLOYED Insurance Agent in North Carolina 01/2002 – 08/2010 Contacting prospects for Fixed Annuity sales for American Equity Investment Life Insurance Company. Retirement Account education and enrollment of plan participants. Bank of America – ...
- Jul 26
Columbus, OH
... Assisting in researching identified outliers in the Annuity/529 space and coordinating solutions with team members Collaborating with business partners to identify process gaps, implement change and bring issues to resolution Providing operational ...
- Apr 08
Dublin, OH
... ● Built and secured 12 new override agreements for advisory annuity sales by leveraging professional networking and negotiation skills. ● Established a new revenue stream by developing an Outsourced Insurance Desk to market to RIAs. ● Developed and ...
- Feb 27
Canal Winchester, OH, 43110
... The team is the first at Nationwide that is responsible for building new APIs for Deferred Annuity data. These new APIs will targeted towards specific data related to a Deferred Annuity that will be consumed by both internal and external users. The ...
- Jan 22
Grove City, OH
... department travel and expense budget ●Work with actuary, claims and legal departments to determine acceptable venues, rates and limits ●Created department appetite and train underwriting team ●Implemented underwriter pipelines and measured results. ...
- 2024 Nov 24
Columbus, OH
... This included in-home mortgage refinances, Home Equity Line of Credit, home purchases, Annuity, and hospital services. PROFESSIONAL MEMBERSHIPS • National Association of Professional Businesswomen • National Notary Association ACHIEVEMENTS • ...
- 2024 Nov 10
Columbus, OH
... History Orange & Art School Lacrosse Vice Additional NY, States & personalized College client & high-Crawfordsville, Economics, that Spring August president, International & in High Diploma, Marine European Annuity volume supported outreach. ...
- 2024 Nov 04
Columbus, OH
... Advise on investment portfolios with 401k, pension, and tax-sheltered annuity products. Healthcare Worker (40 Hour Week) A & J Homecare - Mt Kisco, NY 10/2021 - 12/2022 Helped clients stay happy and healthy by providing mental, physical, and ...
- 2024 Oct 06
Columbus, OH
... Developed and programmed an application that used actuary certain calculations and present acuity scores to determine resident resource needs. The application and reimbursement strategy increased revenue 77% above competitor average while ensuring ...
- 2024 Feb 29
Columbus, OH
... 2016 - 2018 Independent Insurance Agent My duties included counseling clients over the phone and in person to match life, health, home, auto and fix rate annuity products that fix their needs. I also market my service and products via email, phone, ...
- 2024 Feb 05