An adept annuity and life insurance wholesaler having experience in both external and internal roles. Knowledgeable across a range of financial service areas including sales and marketing, business analysis, report writing, customer service and training. Empathetic listener with the ability to forge long-term relationships by establishing a high level of confidence and trust. Recognized ability to prioritize work, manage multiple projects with minimal direction and supervision. State insurance licensed for Life and Health and Series 6 licensed. Formerly have held a Series 7, 63 and 65.
Core Knowledge and Skills
鈥� Fixed Annuities
鈥� Index Annuities
鈥� Variable Annuities
鈥� Un...
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