Broker Recruitment Manager,
330-722-7070 x 306


Over 10 years of sales experience in insurance and finance.

  • Sales Specialist in Final Expense, Medicare & Retirement Planning
  • Agent Training & Management
  • Finance Advisor/Retirement Planning

Insurance Sales Experience

  • Over 7 years of experience
  • Sold insurance in over 15 states, closing business over the phone and in person
  • Field experience, setting appointments via door knocking and phone calls
  • 80% of business came from referrals, resulting in 50% close ratio

Agent Training & Management

  • Over 3 years of experience
  • Recruited and trained team of 10-captive agents to market Life & Health/Medicare products to Union Workers across Ohio
  • Conducted multiple weekly training sessions to enhance agent’s product knowledge and sales tactics
  • Performed ride-alongs for first 2 weeks before agents were released on own to ensure agent success
  • Assist agents on new ideas to generate business & expand their own team

Financial Advisor Experience

  • Over 2 years of experience
  • Licensed banker for Citizens Bank dealing solely with investments and retirement planning
  • Made calls and conducted meetings with current clients in database to have their accounts reviewed and plan for retirement

Advice typically resulted in sales including 401K (new & rollover), Jumbo CD’s, mutual funds, stocks/bonds, life insurance, and long-term care solutions all based on investors risk tolerance